How Axion Risk Management Strategies is building team confidence

Axion Risk Management Strategies uses ThreeFlow to mitigate human errors and improve confidence throughout its brokerage. Before ThreeFlow, Sabrina Pierard, Executive vice president at Axion, recognized that teams were struggling to extract accurate details from quotes for client delivery, marred by labor-intensive processes and frequent errors. These challenges hindered operational efficiency and dampened team morale, highlighting a need for a more reliable solution.

What impact has ThreeFlow had on your day-to-day operations?

ThreeFlow's standardized renewal and RFP workflows decreased spreadsheeting and enhanced team confidence. By cutting down manual data entry and relying on a Benefits Placement System, tasks were predefined and simple to follow, significantly reducing human errors. This enabled us to increase efficiency, elevate employee productivity, and promote synchronized workflows throughout the organization.

What other benefits have you experienced?

ThreeFlow also significantly impacted strategic planning. Real-time data provided by ThreeFlow Insights, including broker outcomes, invite ratios, and close rates, became invaluable tools for sculpting strong relationships and identifying areas of improvement with team members. This data-driven decision-making process empowered our team to make informed choices based on evidence instead of relying on intuition alone.