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.
Building coverages
Easily bring your full book of business and go-to-market faster.
U50 AI-assisted coverage builds done in minutes
U50 and O50 ThreeFlow-Assisted coverage builds in five days
U50 and O50 manual coverage builds or finish later on your own timeline.
Monitor the status of each coverage, and identify coverages ready to be built with the "ready to be build" status.
Analysis
Quickly view rate and plan changes from the incumbent by highlighting both positive and negative plan deviations in yellow.
Select a carrier as a finalist to encourage more competitive and accurate quotes on ThreeFlow.
Collaboration
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.
Presentation
Freeze carrier quote edits temporarily to prepare client presentations without last-minute changes.
Save time reformatting quote comparisons with saved templates that control which plan attributes show up on the product comparison page and on the export.
Easily combine medical and non-medical exports into your preferred brokerage template.
Audit
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.
Need a ThreeFlow refresher? Reach out to your ThreeFlow Client Experience or Client Support Manager to schedule a training.