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What is Workterra?

Workterra is a highly adaptable and user-friendly benefits administration and enrollment platform designed to streamline the increasingly intricate landscape of benefits for both HR professionals and employees. Its exceptional flexibility, powerful reporting features, and user-friendly interface make it the preferred choice for top employers, brokers, and carriers alike. Beyond its state-of-the-art technology, Workterra provides an extensive range of administrative services tailored to meet all client benefit requirements. This includes support for ACA reporting, FSA/HSA & Commuter Benefits, COBRA & Retiree Administration, Consolidated Billing, QMCSO, EOI Processing, Call Center Services, and much more, ensuring a comprehensive solution for managing employee benefits effectively. Additionally, Workterra's commitment to innovation continues to enhance the user experience, making it a go-to platform in the benefits administration space.

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.

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

Pricing not provided.
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

Workterra

Date Founded

1987

Company Location

United States

Company Website

www.workterra.com

Company Facts

Organization Name

ThreeFlow

Date Founded

2018

Company Location

United States

Company Website

www.threeflow.com/why-threeflow

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

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

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

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