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Enterprise Layer Intelligence
Categories/HR & Recruiting/ThreeFlow
ThreeFlow

ThreeFlow

Founded 2015

Manage employee benefits placement, quote comparisons, and renewals between insurance brokers and carriers

You can use ThreeFlow to coordinate employee benefits quoting and renewals between insurance brokers and carriers. Instead of trading endless emails and spreadsheets during open enrollment and busy seasons, teams collaborate in a shared workspace. You can automatically pull quote data from carrier documents, normalize benefit line items, and build side-by-side comparisons for employer groups. The system tracks RFP progress, manages plan proposals, and exports finalized plan details directly into enrollment systems, reducing manual data entry and speeding up decision-making for group benefits.

What ThreeFlow does

Send RFP packages to insurance carriersExtract rate and benefit details from PDF quotesGenerate side-by-side plan comparison spreadsheetsNegotiate plan rates and coverage terms with underwritersBuild client-ready renewal presentationsSync final plan selections to enrollment softwareAudit carrier proposals against original RFP specificationsAutomatically extract and populate data from carrier quote filesNormalize line items to compare quotes side by sideCentralize broker and carrier communication on active renewalsTrack RFP status across multiple certified insurance carriersGenerate employer presentation materials directly from proposal dataSync finalized plan details downstream into enrollment systemsDetect market placement signals and trends across employer groups

Frequently asked

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ThreeFlow, benefits placement, employee benefits, insurance brokers, insurance carriers, RFP management, quote comparison, benefits renewals, group insurance, plan design, Noyo, carrier quotes, benefits quoting, line-item comparison, enrollment data sync