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[Carriers] ThreeFlow product updates

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Written by Support
Updated over a week ago

If you'd like to see what we're doing for the broker experience, check out the brokers’ product updates page.

2025

Q2

  • Broker review | June
    broker review allows brokers to lock in accurate quotes during the final stages of an RFP. You’ll still be able to collaborate, share documentation, and stay aligned with your broker partner through comments and benefit call-outs.
    Learn more.

  • ThreeFlow Connect: new connected carrier | June

    As part of our integration with Connexure, Evolution Risk Partners is a connected carrier. Learn more.

  • Enhancement: Carrier site UI refresh | May

    Design refresh, same functionality. Learn more.

  • Product: Fully-insured medical | May
    Brokers can support fully-insured medical for their mid-to-large book on ThreeFlow.
    Learn more.

  • Enhancement: Smart proposals | April

    Smart proposals will leave attributes blank in AI-populated quotes without accurate data extraction and will instead utilize the carrier’s user-saved preferences or defaults when available. Learn more.

Q1

  • Feature: Inviting teammates to an opportunity | March

    See which carrier and broker teammates are subscribed and receiving updates for an opportunity. If needed, easily invite your teammates. Learn more.

2024

Q4

  • Enhancement: Normalized values for smart proposal quotes | December

    We’re normalizing 70% of values for quotes submitted through smart proposals, making it easier for brokers to compare quotes. Learn more.

Q3

  • 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. Learn more.

Q2

  • Feature: Smart renewals | June

    Upload a renewal letter to ThreeFlow and view, edit, and submit your AI-populated quote in minutes. Learn more.

  • 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. Learn more.

Q1

  • Feature: attach renewals | February
    Reply to renewal requests from brokers by attaching renewal letters to the email notification from ThreeFlow. Learn more

  • Feature: broker quote edits | January

    Broker partners can edit quotes after submission to reflect negotiations, revisions, and updates. Learn more.

2023

Q4

  • Enhancement: Offer rate pass | October

    Offer rate pass can be used for one or all products within an opportunity. Learn more.

  • Enhancement: benefit call-outs | October

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

Q3

  • Enhancement: Quote card updates I September

    • Incumbent carriers will see an Incumbent label and the in-force Policy ID on the quote. Learn more.

    • Carriers can identify in-app if they won or lost business with ThreeFlow's selected and closed statuses. Learn more.


  • Enhancement: Email notification I September

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

  • ThreeFlow Connect: new connected carrier | August

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

  • Feature: schedule renewals | July
    Carriers will receive a consolidated email from ThreeFlow with a list of upcoming renewals for better visibility. Learn more.

Q2

  • 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. Learn more.

Q1

  • 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. Learn more.

  • Feature: offer rate pass | Feb
    Carriers can submit renewals without the multi-step rate and plan design validation process. Learn more.

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