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What is ThreeFlow?

Without significant collaboration, brokers and carriers often find themselves ensnared in a repetitive loop of emails and spreadsheets, which limits their opportunities for meaningful strategic discussions. Our innovative platform addresses this challenge by providing a collaborative environment that improves efficiency and effectiveness, thereby enhancing productivity. Whether managing renewals or pursuing new business, ThreeFlow meets the diverse needs of its users, simplifying everything from data collection to underwriting reviews and from client presentations to final implementations. As a groundbreaking type of enterprise software, ThreeFlow enables brokers and carriers to seamlessly handle both renewals and new business within a single cohesive system. We understand the intricate workflows and changing dynamics between brokers, carriers, third parties, and clients, providing shared visibility that helps them achieve optimal results for their mutual clients, which in turn strengthens partnerships and enhances service delivery. By closing the communication gap, our platform ensures that more time is devoted to strategic initiatives rather than mundane administrative tasks, ultimately fostering a more productive working environment. This shift not only streamlines operations but also encourages innovation and collaboration among all parties involved.

What is PerfectQuote?

PerfectQuote is a cutting-edge Insurance CPQ designed to expedite the sales process for brokers and general agents by eliminating the burdensome data entry that often accompanies the selling and renewing of insurance policies. This versatile platform accommodates a diverse array of coverage options, encompassing ACA/Small group medical across all 50 states, as well as large group medical, dental, life, and disability products from some of the industry's top carriers. Users of PerfectQuote® enjoy the advantages of detailed plan analysis and robust comparison tools, along with modeling capabilities for enrollment and contributions, which facilitate the easy export of plan information to a streamlined spreadsheet or effective online presentation. Brokers can assess hundreds of plans in mere seconds, thus assisting clients in finding the most appropriate coverage at the most competitive price available. The platform also simplifies the display of both medical and ancillary coverage lines, enabling users to effortlessly monitor fluctuations for informed decision-making across various benefits. By utilizing PerfectQuote®, insurance professionals significantly boost their productivity and deliver exceptional service to their clientele, ultimately transforming the way insurance sales are conducted. This innovative approach not only saves time but also enhances the overall client experience.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$129 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ThreeFlow

Date Founded

2018

Company Location

United States

Company Website

www.threeflow.com/why-threeflow

Company Facts

Organization Name

PerfectQuote

Company Location

United States

Company Website

perfectquote.io

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Categories and Features

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