Enhancement (Medical): Census workflow mapping

Request ACA quotes without census for NY and VT. Learn more.

Enhancement (Medical): Per employee exports

Get everything you need to analyze and present medical benefits confidently, with per-employee rates automatically included in every export and no manual calculations required.

Enhancements (Medical): Favorited plans

Speed up analysis by comparing your favorited plans side by side on deductible and out-of-pocket max. Learn more.

Enhancements (Medical): ACA quote processing and visibility

Enhancements (Medical): Census workflow | June

Download your mapped census anytime, with edits like filled-in missing values preserved. Learn more.

Feature: Custom views | June

Save time reformatting quote comparisons with saved templates that control which plan attributes show up on the product comparison page and on the export. Learn more.

Feature: Flexible coverage builds | April

Easily bring your full book of business and go-to-market faster. Learn more.

Feature: Capture policy IDs | April

Reference policy IDs in ThreeFlow to keep every carrier conversation clear and tied to the right coverage. Learn more.

Feature: AI-assisted coverage builds | April

Easily bring your U50 book of business onto ThreeFlow with AI-assisted coverage builds for Vol Life/AD&D. Learn more.

Enhancement: Medical census workflow | February

Place ACA medical benefits faster by easily mapping your census with optional fields. Learn more.

Enhancement: Medical normalization | February

Co-insurance percentage amounts will be extracted from quote documents and displayed as what the employee is paying (rather than what the employer is paying). Learn more.

Feature: AI-assisted coverage builds | January

Easily bring your U50 book of business onto ThreeFlow with AI-assisted coverage builds for Accident. Learn more.

Feature: AI-assisted coverage builds | December

Easily bring your U50 book of business onto ThreeFlow with AI-assisted coverage builds for Dental, Vision, Basic Life, STD and LTD. Learn more.

Enhancement: Current coverage tracker | November

Faster page loading times and updated filters. Learn more.

Enhancement: Fully-insured medical | October

Age-banded rates: Capture and automatically calculate total premiums for age-banded rates. Learn more.

Enhancement: Daily quote resubmission summary email | September

Brokers on the placement event team will receive a daily email summarizing all quotes that carriers resubmitted from the prior day. Learn more.

Enhancements: Fully-insured medical | September
Contribution modeling: Easily calculate, model, and analyze the employer and employee contributions in ThreeFlow. Learn more.
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Feature: Placement management lite permission set | August

A new permission set designed for COEs that lets a user set up renewal or marketing events, but not send it out to carriers. Learn more.

Enhancements: Fully-insured medical | July

Filter plans by specific dollar ranges for deductibles and rates, and use the options summary to easily view each option in a side-by-side navigation. Learn more.

Enhancements: Quote status | July

We’ve updated the product comparison page to display more detailed quote statuses based on the carrier’s progress!

ThreeFlow Connect: BenefitPoint updates | July

ThreeFlow Connect now syncs rates, commissions, and as-is renewals, giving brokers cleaner data, better financial tracking, and less manual entry in BenefitPoint. Learn more.

Enhancements: Fully-insured medical | June

Automatically calculate annual premiums based on current enrollments, update enrollment projection for each option and capture rates for all tiers. Learn more.

Product: Fully-insured medical (ACA) | June

Instantly select and compare plans for your small groups by -uploading census data and leveraging the Ideon API.
​Learn more.
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Feature: Broker review | June
Freeze carrier quote edits temporarily to prepare client presentations without last-minute changes.
​Learn more.
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Product: Fully-insured medical (mid-to-large market) | May
Support fully-insured medical for your mid-to-large book on ThreeFlow.
​Learn more.

Enhancement: Broker user interface refresh | March

Same functionality and workflows with a simplified navigation and more workspace. Learn more.

Enhancement: Normalized values for smart proposal quotes | December

We’re normalizing 70% of values for quotes submitted through smart proposals, making it easier to compare quotes. Learn more.
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Enhancement: Edit current coverage | November
Brokers can edit current coverages, no matter where a coverage is in the quoting process. Edit current coverages on the current coverages tab or during renewal and go-to-market workflows, including attributes, classes, tiering, and rates.

Learn more.

Enhancement: current coverage tracker | July

Filter the current coverage tracker by new size segments, activity and status to track a brokerage's progress with book builds for a specific segment. Learn more.

Feature: control document access | June

Add a tag to control document access when sending an RFP or renewal on ThreeFlow. Learn more.

Feature: documents page | June

A centralized view of all documents associated with an employer client. Learn more.

Feature: NPC templates | June

Skip ThreeFlow’s review and go to market immediately for no prior coverages with prepopulated default values that are editable. Learn more.
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Feature: plan alts self-service | June

Request plan alts without ThreeFlow’s review by adding and updating coverage details yourself. Learn more.
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Enhancement: review coverages | June

Review and edit current coverages before requesting a renewal or going to market. Learn more.
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Enhancement: paid leave product type | May

Place and manage paid leave coverages on ThreeFlow.
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Feature: dual carrier products | May

For dental and vision products, build in-force coverage for dual carriers on ThreeFlow. Learn more.

Feature in pilot: Ready renewals | January

Automatically receive renewals from Guardian and Metlife,* eliminating the need to collect or schedule renewals for these carriers on ThreeFlow. Learn more.

Feature: close product | January

Keep information up-to-date on ThreeFlow by closing products when they’re sold off platform or you’re no longer the broker of record. Learn more.

Feature: broker quote edits | January

Edit quotes post-submission to reflect revisions, negotiations, and accurate plan design and rates on ThreeFlow. Learn more.

Enhancement: Skip email notifications | December

When marking a coverage as sold, you have the flexibility to notify your carrier partners whether they've won or lost. Learn more.

Enhancement: current coverage tracker | December
Use the pending mark sold filter to identify coverages that are ready to be marked as sold. Learn more.

Enhancement: schedule renewals email reminder notification | December
The schedule renewal email reminder indicates which renewals have no carrier contacts and require an action. Learn more.
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Enhancement: deactivate broker user | November

Keep your ThreeFlow broker account up-to-date by deactivating users when they leave your brokerage or are no longer working in ThreeFlow.

Learn more.

Enhancement: benefit call-outs | October

Initiate and reply to benefit call-outs to easily collaborate with your carrier partners.

Learn more.

Feature: current coverage tracker | September
With the current coverage tracker, conveniently monitor each coverage’s activity and status. Filter coverages by your clients, products, carriers, renewal dates, activity, or status. Learn more.
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Feature: select finalists | September
Influence quote accuracy by informing carriers when they've been selected as finalists for new business quotes.
​Learn more.

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Feature: presentation assistant | August

Embed information from ThreeFlow's export to your brokerage's template without formatting and data entry. Initial setup is required.

Learn more.

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ThreeFlow Connect: new connected carrier | August

As part of our integration with David Young, Symetra is a connected carrier.

Learn more.

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Certified carriers | July - September
The following carriers are now certified on ThreeFlow.

Enhancement: schedule renewals | August
Brokers can edit the renewal due date before the renewal request is sent to carriers. Learn more.

Enhancement: email notifications | August

Brokers will receive timely and succinct email notifications from ThreeFlow.

Learn more.

Enhancement: homepage filters I July

Brokers can easily filter their client lists by number of active events and locations. Learn more.

Feature: schedule renewals | July
Brokers can automatically schedule renewals 130 days before the coverage effective date. Learn more.

Certified carriers | April - June
The following carriers are now certified on ThreeFlow.

ThreeFlow Connect: new connected carriers | June
The following David Young systems are now integrated via ThreeFlow Connect.

Feature: print-friendly export | May
Brokers can export print-friendly client presentations with a consistent, standardized format. Learn more.

Enhancement: plan alternatives | May

Brokers can request product alternatives after a marketing event has started and choose to skip ThreeFlow’s review to send it straight to carriers. Learn more.

Enhancement: permission sets | April

With new and updated permission sets, broker leaders can control what features and workflows their users can access on ThreeFlow. Learn more.

Enhancement: product comparison and export tabs \ March

Brokers can see the annual premium differences as dollars and percentages on the product comparison tab and export.

Brokers will see rates on the export truncated from thousandths ($50.010) to hundredths ($50.10) for stop loss, dental and vision. Learn more.

Enhancement: no prior coverage | February
When adding coverage for the following, brokers can use our new form and skip ThreeFlow’s review to send the go-to-market workflow directly to your carrier partners. Learn more.

Enhancement: renewals project editor | February

Brokers can better self-serve by using the project editor for renewal projects. Brokers can add documents, edit due dates, and manage contacts. Learn more.

Feature: coverage history | January

Brokers can access and download details for coverages set up and replaced by current coverages on ThreeFlow. Learn more.

Enhancement: customize email updates | January

Brokers can customize which broker team members should get email updates about a specific renewal. Learn more.