ThreeFlow is more than placing benefits. We encourage you to use our negotiation, analysis, and decision features to help you present the most competitive quotes to employers.
Quickly view rate and plan changes from the incumbent by highlighting both positive and negative plan deviations in yellow.
Add or respond to a benefit call-out from your carrier partner. This is a great way to ask questions, provide feedback, discuss, and confirm plan designs.
Select a carrier as a finalist to encourage more competitive and accurate quotes on ThreeFlow.
Instantly update quotes to reflect carrier negotiations. This is helpful when you’re under a time crunch and would like to present the most accurate quote to your client. All changes are documented on ThreeFlow.
You can present directly from ThreeFlow, download a print-friendly export, or setup a presentation assistant.
Monitor the status of each coverage, and identify coverages ready to mark as sold.
Mark coverages as sold and choose to inform your carrier if they’ve won the business. After a coverage is marked as sold, the data is added to ThreeFlow Insights for both brokers and carriers.
Need a ThreeFlow refresher? Reach out to your ThreeFlow Client Experience or Client Support Manager to schedule a training.