Before ThreeFlow, Henderson Brothers struggled with disjointed and challenging renewal and new business RFP tasks. Christin Schlosser, a Vendor Marketing Specialist at the company, recognized the need for a more streamlined approach.
Once we implemented the platform, requesting and managing renewals and RFPs for ancillary quotes got easier. With tasks previously scattered across multiple systems, everything was now centralized in one place, leading to new efficiencies. We took advantage of ThreeFlow’s new policy audits to help confirm that what was sold matches what's in a carrier's system, positively impacting client outcomes and removing the risk of future claim discrepancies.
Implementing new technology can sometimes disrupt established relationships with carriers. However, this was not the case for us. With ThreeFlow, partnerships remained strong and unimpacted, a testament to how seamlessly ThreeFlow integrates into existing broker and carrier workflows.
Thanks to ThreeFlow Insights—real-time, in-app analytics—and integrations with our existing tech stack, Salesforce, ThreeFlow helps to unlock new efficiencies and growth opportunities that they previously overlooked. After implementing ThreeFlow, we increased productivity by about 26-50%.
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