Amy Meisch, a Senior Account Manager at Arista Consulting Group, was growing tired of managing client renewals and marketing events with fragmented processes filled with confusing email threads and tedious spreadsheet management. Anxiety regarding missed details and version control errors was high, and she spent valuable time checking paperwork instead of working with clients. Leveraging ThreeFlow introduced Arista to a new era of seamless organization for benefits placements and streamlined carrier communications.
My team and I can effortlessly track up-to-date new business RFPs without worrying about the accuracy of plan design features or rates. I’m impressed by the system's ability to offer side-by-side quote comparisons, eliminating the need to spreadsheet and calculate plan line items so they're comparable. I’m also grateful that I can refer to ThreeFlow to communicate with carriers what the final sold plans are, preventing future claim discrepancies or surprises post-negotiation.
Since using ThreeFlow, I’ve been able to reinvest my time saved:
Yes! I recommend ThreeFlow to other brokerages looking to reduce dependency on confusing email chains, present essential plan information in one location, and improve operational processes.
By reducing manual tasks, streamlining carrier communication, and centralizing plan information, ThreeFlow has empowered us to stay organized and focus on our clients.
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