Place benefits without the chaos

ThreeFlow is the only solution in the market that allows you to modernize the benefits placement experience, from new and renewal quotes to analysis to presentation to implementation.

Trusted by brokers, carriers, and partners in the benefits ecosystem

Trusted by brokers, carriers, and partners in the benefits ecosystem

Trusted by brokers, carriers, and partners in the benefits ecosystem

BY THE NUMBERS
The industry’s shared system of action
$3.7B+
Premium under management
450+
Broker locations
75+
Certified carriers
19,100+
Employers groups

What is a
Benefits Placement System (BPS)?

The missing link in the modern broker + carrier tech stack

A Benefits Placement System brings quoting, analysis, collaboration, and presentation into one shared system—connecting the tools brokers and carriers already use, without replacing them.

What makes ThreeFlow unique?

Work together without the email chains

Quote, compare, discuss, and finalize opportunities in one place. No digging for attachments. No re-formatting. No “Which version is this?” drama.

68%
of brokers say collaborating with carriers during busy season is their #1 friction point

LIMRA 2022 Broker Tech Report
40%
of placement time is spent gathering and formatting data

ThreeFlow User Insights 2023
Collaborate in real time
Maintain joint accuracy and visibility
Move from request to decision in hours—not weeks

Uniquely built for the benefits industry

A BPS doesn’t replace your stack—it connects it. ThreeFlow enriches downstream digital transactions from quoting to enrollment.

87%
of brokers use workarounds or custom tools to support quoting workflows

BenefitsPro Survey 2023
Handles the full policy journey
Eliminates custom tools and workarounds
Gives both sides confidence in every detail

Fits seamlessly with your existing tools

A BPS doesn't replace your stack—it connects it. ThreeFlow enriches downstream digital transactions from quoting to enrollment.

Automated setup and data sync with ThreeFlow Connect
Al and workflow triggers reduce quoting work by up to 60%*
No re-keying, no double entry, no “system hopping”

Efficiency that compounds

Automate repeatable tasks. Eliminate formatting errors. Use in-app market data to make decisions with confidence—not guesswork.

Firms using ThreeFlow:

7+ hours
saved per RFP
50%
of workday saved
1.5x
increase in productivity
AI-populated quotes
Data normalization and line-item intelligence
Proprietary market signals you can’t get anywhere else

Save time. Strengthen partnerships.
Deliver better outcomes, faster.