ThreeFlow

We're excited to introduce our Benefits 101 series—a resource hub designed specifically for brokers! This quick one-pager covers all the health insurance essentials: ?? Current trends & stats ? Popular plan types ?? Cost management strategies Plus, discover how to maximize the value brokers bring to employee benefits. Download here: https://lnkd.in/e4tr-kCX

Meet Jeff Lee, our Market Director leading the Ohio Valley region. With 15 years of experience at Sun Life, Jeff brings a deep understanding of the carrier side of the benefits world. His firsthand experience with the nuanced, time-consuming workflows inspired him to simplify the way brokers and carriers collaborate—and led him to us! At ThreeFlow, Jeff is excited to help modernize employee benefits placements with technology and strengthen partnerships in the EB space. When he’s not driving innovation, he's on the golf course perfecting his swing. Jeff is just one example of the incredible talent powering ThreeFlow. We’re excited to share more stories from our team soon—stay tuned!

Brokers: it’s time to simplify processes and strengthen your client outcomes with the help of a Benefits Placement System (BPS). ThreeFlow’s BPS streamlines the entire placement journey—from quoting to analysis—within one collaborative platform, helping you secure better client outcomes with predictable, data-driven results. Tired of juggling spreadsheets, endless emails, and slow RFPs? Find out why brokers are saying goodbye to manual processes and embracing a BPS like ThreeFlow to stay competitive. Check out our latest blog on how ThreeFlow supports brokers where it matters most—and see what it can do for your team: https://lnkd.in/eSzuK6ka

We’re excited to welcome Adam Tillotson, CSFS and Vanessa Legler as our new Market Directors at ThreeFlow! Adam will lead efforts in the Southwest, while Vanessa will oversee the Midwest region. Adam and Vanessa's expertise and leadership will be key in helping ThreeFlow continue to modernize benefits placement. Welcome to the team!

Unique challenges require agile solutions—from adapting to new regulations to addressing diverse client needs, for brokers, the ability to pivot is absolutely essential for success. This week’s webinar with leaders at M3 Insurance will explore strategies to leverage technology to enhance service offerings and improve operational efficiency. Save your seat here: https://lnkd.in/eMbiKYQd

Guardian Life is raising the bar by using Threeflow Connect to transform how brokers and employers experience benefits. By prioritizing API connections, Guardian ensures data flows as seamlessly as an instant email — no more delays or risks with outdated processes. With ThreeFlow Connect, the focus is on secure, real-time data transfer, accuracy, and an unbeatable end-user experience. Learn more about Connect here: https://lnkd.in/dxM_Vf2x

Innovation is essential for brokers looking to stay ahead. With increasing client expectations, frequent market consolidation, and changing workforce needs, it's more important than ever to embrace new strategies and tools that enhance service delivery and help streamline operations. Join us on Thursday, November 14 at 1pm CT for our webinar with Rich Twietmeyer and Brianne Gauder, GBDS at M3 Insurance, where we’ll dive into the strategies that can help you meet client demands and compete effectively with larger firms. Register here: https://lnkd.in/eMbiKYQd

We're excited for Richard Perrott and our M3 Insurance friends Rich Twietmeyer and Brianne Gauder, GBDS to have a conversation about the benefits of technology at high performing brokerages. See you Thursday, November 14 at 11 AM PT | 1 PM CT | 2 PM ET - register here: https://lnkd.in/giVrizPu

At ThreeFlow, culture is all about setting ambitious goals, celebrating wins—and sometimes, taking a pie to the face to keep things interesting! ???? We hit a big milestone, and true to his word, our COO and co-founder Richard Perrott took one for the team—literally. It’s all in good fun and a reminder that we’re all in this together, working hard (and playing hard) to reach our goals. Here’s to the team that combines serious dedication with a sense of humor—and doesn’t shy away from a little pie every once in a while.?

We're using AI to help brokers reduce manual errors and speed up the RFP and renewal process. No gimmicks — just a better way to work. Learn how we’re making a difference: https://lnkd.in/eYNnBBED