ThreeFlow

If you'd like to see what we're doing for the broker experience, check out the <a href="https://support.threeflow.com/en/articles/8202316-brokers-threeflow-product-updates">brokers’ product updates page.</a>

Feature: Smart proposals | August

Upload a proposal to ThreeFlow and view, edit, and submit your AI-populated quote in minutes. ThreeFlow identifies missing values to make it easy for you to review. <a href="https://support.threeflow.com/en/articles/9527558-what-is-smart-proposals">Learn more</a>.

- Feature: Smart proposals | August
 Upload a proposal to ThreeFlow and view, edit, and submit your AI-populated quote in minutes. ThreeFlow identifies missing values to make it easy for you to review. <a href="https://support.threeflow.com/en/articles/9527558-what-is-smart-proposals">Learn more</a>.

Feature: Smart renewals | June

Upload a renewal letter to ThreeFlow and view, edit, and submit your AI-populated quote in minutes.<a href="https://support.threeflow.com/en/articles/9217769-smart-renewals-how-do-i-use-renewal-documents-to-complete-and-submit-a-renewal"> Learn more</a>.

Feature: Paid leave product type | May

ThreeFlow now supports paid leave products. Carriers will see paid leave renewal and RFP requests from their broker partners.

Feature: ready renewals | April

Carriers can proactively submit renewals through ThreeFlow without waiting for a broker request. <a href="https://support.threeflow.com/en/articles/9142551-can-i-proactively-send-a-renewal-to-a-broker-on-threeflow">Learn more</a>.

- Feature: Smart renewals | June
 Upload a renewal letter to ThreeFlow and view, edit, and submit your AI-populated quote in minutes.<a href="https://support.threeflow.com/en/articles/9217769-smart-renewals-how-do-i-use-renewal-documents-to-complete-and-submit-a-renewal"> Learn more</a>.
 
- Feature: Paid leave product type | May
 ThreeFlow now supports paid leave products. Carriers will see paid leave renewal and RFP requests from their broker partners.
 
- Feature: ready renewals | April
 Carriers can proactively submit renewals through ThreeFlow without waiting for a broker request. <a href="https://support.threeflow.com/en/articles/9142551-can-i-proactively-send-a-renewal-to-a-broker-on-threeflow">Learn more</a>.

Feature: attach renewals | February Reply to renewal requests from brokers by attaching renewal letters to the email notification from ThreeFlow. <a href="https://support.threeflow.com/en/articles/8948869-can-i-email-my-renewal-responses">Learn more ​</a>​

Feature: broker quote edits | January

Broker partners can edit quotes after submission to reflect negotiations, revisions, and updates. <a href="https://support.threeflow.com/en/articles/8792418-who-can-edit-submitted-quotes">Learn more.</a>

- Feature: attach renewals | February Reply to renewal requests from brokers by attaching renewal letters to the email notification from ThreeFlow. <a href="https://support.threeflow.com/en/articles/8948869-can-i-email-my-renewal-responses">Learn more ​</a>​
- Feature: broker quote edits | January
 Broker partners can edit quotes after submission to reflect negotiations, revisions, and updates. <a href="https://support.threeflow.com/en/articles/8792418-who-can-edit-submitted-quotes">Learn more.</a>

Enhancement: Offer rate pass | October

Offer rate pass can be used for one or all products within an opportunity. <a href="https://support.threeflow.com/en/articles/6827731-what-s-a-rate-pass-renew-on-threeflow">Learn more</a>.

Enhancement: benefit call-outs | October

Carriers can initiate and reply to benefit call-outs to easily collaborate with their broker partners.

<a href="https://support.threeflow.com/en/articles/6147347-what-are-the-benefit-call-outs-i-see-on-the-plan-design-page-of-my-quote-submission">Learn more</a>.

- Enhancement: Offer rate pass | October 
 Offer rate pass can be used for one or all products within an opportunity. <a href="https://support.threeflow.com/en/articles/6827731-what-s-a-rate-pass-renew-on-threeflow">Learn more</a>. 
 
- Enhancement: benefit call-outs | October
 Carriers can initiate and reply to benefit call-outs to easily collaborate with their broker partners.
 <a href="https://support.threeflow.com/en/articles/6147347-what-are-the-benefit-call-outs-i-see-on-the-plan-design-page-of-my-quote-submission">Learn more</a>.

Enhancement: Quote card updates I September

- Incumbent carriers will see an Incumbent label and the in-force Policy ID on the quote. <a href="https://support.threeflow.com/en/articles/4919395-how-do-i-submit-a-renewal-or-quote">Learn more</a>. 
- Carriers can identify in-app if they won or lost business with ThreeFlow's selected and closed statuses. <a href="https://support.threeflow.com/en/articles/4705568-how-will-i-know-if-the-client-made-a-decision">Learn more</a>.
 ​

Enhancement: Email notification I September

Carriers will receive one bundled email per day indicating the RFP deadlines that are coming up. 

<a href="https://support.threeflow.com/en/articles/5184457-as-a-carrier-what-email-notifications-can-i-expect-from-threeflow">Learn more</a>.

- Enhancement: Quote card updates I September
 - Incumbent carriers will see an Incumbent label and the in-force Policy ID on the quote. <a href="https://support.threeflow.com/en/articles/4919395-how-do-i-submit-a-renewal-or-quote">Learn more</a>. 
 - Carriers can identify in-app if they won or lost business with ThreeFlow's selected and closed statuses. <a href="https://support.threeflow.com/en/articles/4705568-how-will-i-know-if-the-client-made-a-decision">Learn more</a>.
 ​
- Enhancement: Email notification I September
 Carriers will receive one bundled email per day indicating the RFP deadlines that are coming up. 
 <a href="https://support.threeflow.com/en/articles/5184457-as-a-carrier-what-email-notifications-can-i-expect-from-threeflow">Learn more</a>.

ThreeFlow Connect: new connected carrier | August

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

<a href="https://support.threeflow.com/en/articles/6957905-david-young-systems-and-threeflow-integration">Learn more.</a>

Feature: schedule renewals | July Carriers will receive a consolidated email from ThreeFlow with a list of upcoming renewals for better visibility. <a href="https://support.threeflow.com/en/articles/8053727-what-is-the-schedule-renewals-featurees/1837170707/Upcoming+and+recent+broker+feature+releases#:~:text=Support%20article%20with%20demo%20video%20(brokers)">Learn more</a>.

- ThreeFlow Connect: new connected carrier | August
 As part of our integration with David Young, Symetra is a connected carrier.
 <a href="https://support.threeflow.com/en/articles/6957905-david-young-systems-and-threeflow-integration">Learn more.</a>
 
- Feature: schedule renewals | July Carriers will receive a consolidated email from ThreeFlow with a list of upcoming renewals for better visibility. <a href="https://support.threeflow.com/en/articles/8053727-what-is-the-schedule-renewals-featurees/1837170707/Upcoming+and+recent+broker+feature+releases#:~:text=Support%20article%20with%20demo%20video%20(brokers)">Learn more</a>.

ThreeFlow Connect: new connected carriers | June

The following David Young systems are now integrated via ThreeFlow Connect. 

- QBE
- Tokio Marine HCC 
- Stop Loss (SL) Management Partners (previously American Fidelity).

Feature: upload renewal | June

Carriers can respond to renewals on ThreeFlow by uploading renewal certificates or proposal documents. <a href="https://support.threeflow.com/en/articles/6703404-how-do-i-use-a-renewal-certificate-or-proposal-document-to-complete-and-submit-a-renewal">Learn more</a>.

- ThreeFlow Connect: new connected carriers | June
 The following David Young systems are now integrated via ThreeFlow Connect. 
 - QBE
 - Tokio Marine HCC 
 - Stop Loss (SL) Management Partners (previously American Fidelity).
 <a href="https://support.threeflow.com/en/articles/6957905-david-young-systems-and-threeflow-integration">Learn more.</a>
 
- Feature: upload renewal | June
 Carriers can respond to renewals on ThreeFlow by uploading renewal certificates or proposal documents. <a href="https://support.threeflow.com/en/articles/6703404-how-do-i-use-a-renewal-certificate-or-proposal-document-to-complete-and-submit-a-renewal">Learn more</a>.

Feature: search with ease | Feb

In addition to selecting product types from a drop-down menu, carriers can enter the product types they are looking for to yield relevant opportunities.

Feature: sort by product type | Feb

Carriers can sort by product type on the All Opportunities and Your Opportunities page. <a href="https://support.threeflow.com/en/articles/5696360-what-opportunities-are-listed-on-my-carrier-homepage">Learn more</a>.

Feature: offer rate pass | Feb Carriers can submit renewals without the multi-step rate and plan design validation process. <a href="https://support.threeflow.com/en/articles/6827731-what-s-a-rate-pass-renew-on-threeflow">Learn more</a>.

- Feature: search with ease | Feb
 In addition to selecting product types from a drop-down menu, carriers can enter the product types they are looking for to yield relevant opportunities.
 
- Feature: sort by product type | Feb
 Carriers can sort by product type on the All Opportunities and Your Opportunities page. <a href="https://support.threeflow.com/en/articles/5696360-what-opportunities-are-listed-on-my-carrier-homepage">Learn more</a>.
 
- Feature: offer rate pass | Feb Carriers can submit renewals without the multi-step rate and plan design validation process. <a href="https://support.threeflow.com/en/articles/6827731-what-s-a-rate-pass-renew-on-threeflow">Learn more</a>.

2024

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2023

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Q1