Trusted by industry leaders to enhance benefits placements
Automate and enhance your benefits placement experience in one shared system, from new and renewal quotes to analysis to presentation to implementation.
Streamline workflows in one shared system for better results.
Avoid costly errors caused by extracting data from PDFs and emails.
Use in-app data to drive growth opportunities and client outcomes.
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"The ThreeFlow platform has streamlined my processes as the marketing specialist. Once the lines of coverage are "built" in the system, everything else is super simple! I'm able to request renewals, competitor quotes, alternates, etc. with the push of a button. I also no longer have to put all of these quotes onto spreadsheets, which saves me approximately 5 hours of work per client!"
"ThreeFlow’s Insights has provided Reliance Matrix real-time data analytics and historic trend information that helps to make better local market decisions and creates sales strategies with our brokers, leading to an increase in opportunities.”
"ThreeFlow has completely changed the way we quote our ancillary business. It has streamlined our marketing workflow and allowed us to get real time results without having to go through pages of proposals. I love that our relationship with our carriers has not changed with the new workflow."
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