Audience
Insurance carriers and benefits brokers that want to manage renewals and new business in one shared system
About ThreeFlow
Without meaningful collaboration, brokers and carriers are stuck in an endless back and forth over emails and spreadsheets, with little time to talk strategy. We’re the shared solution that helps them be more efficient, effective, and ultimately productive. Whether a renewal or new business, ThreeFlow addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation. ThreeFlow is a new category of enterprise software that allows brokers and carriers to manage renewals and new business in one shared system. We account for the nuanced workflows and dynamic relationships across brokers, carriers, third-parties, and clients, and provide shared visibility to enable brokers and carriers to deliver the best possible outcomes for their mutual clients.
Other Popular Alternatives & Related Software
Planlined
Planlined (formerly BART, Benefit Analysis Reporting Tool) is proposal software for U.S. employee-benefits insurance brokers and consultants, not property-and-casualty quoting. It turns group health carrier quotes, SBCs, invoices, and rate sheets into source-backed, side-by-side plan comparisons, branded proposal books, and employee benefit guides.
Upload the documents you already have. Planlined extracts plan and rate data into a normalized case, flags uncertain fields for review against the source page, and keeps approved values connected to the documents. Compare current, proposed, and alternate plans; model employer and employee contributions by coverage tier; then export a client-ready proposal or enrollment guide with your agency's logo and colors.
The proposal and guide come from the same approved case, reducing repeated transcription and inconsistent figures. Save cases and plans for later renewals and share a comparison by link. Planlined launched as BART in 2025.
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Workterra
Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience.
Workterra’s industry-leading technology, together with a comprehensive suite of administrative services backed by a dedicated service team of benefits experts, helps clients deliver a personalized employee enrollment experience, reduce administrative burden and streamline data exchanges with the utmost accuracy and security.
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ASPIRE Health
A Shared & Automated Employee Benefits Placement Platform : ASPIRE HEALTH
AI & Data Analytics focused first Employee Benefit & Group Health System (EBHS) - ASPIRE HEALT, a new category of enterprise software for brokers and carriers, to do just that. A EBHS enables brokers and carriers to manage the entire placement process in one shared system. To be successful, a BPS must have three core features:
Purpose-built. There’s so much nuance in our industry. This is especially true in the mid-to-large market, where custom underwriting is required on every client. An effective EBHS accounts for the specific workflows and dynamic relationships across stakeholders—brokers, carriers, third-parties, and the client.
Supports the entire placement process. Whether collecting a renewal or marketing for new business, a EBHS addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation.
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Genius Avenue
Genius Avenue powers the insurance and benefits industry with custom capabilities and innovative, customer-centric platform solutions that connect products to consumers and increase the bottom line.
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Go beyond software with a consultative team of insurance experts.
Voluntary Benefits
End-to-end, customizable capabilities that drive sales and simplify operations.
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Take benefits off payroll and streamline enrollment and administration.
Captives Carriers
Eliminate legacy systems and optimize enrollment and business operations.
We help our partners expand markets, simplify enrollment and administration, optimize business processes, and unlock the full potential of customer-centric digital platforms.
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Integrations
No integrations listed.
Company Information
ThreeFlow
Founded: 2018
United States
www.threeflow.com/why-threeflow
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