ThreeFlow
One platform for brokers and carriers to quote, negotiate, and manage benefits — from RFP through the full plan year.
Description
ThreeFlow is a benefits placement platform that connects brokers and carriers in a single, shared system of record. Rather than managing the RFP and renewal process through a mix of emails, spreadsheets, and disconnected tools, ThreeFlow centralizes everything — from quote requests and carrier responses to plan selections and ongoing benefit management — so all parties are working from the same information at every stage.
For brokers, this means less time managing back-and-forth with carriers and more time focused on client strategy. For HR teams and employers, it translates to faster decisions, fewer errors, and a more organized benefits process from the moment renewal kicks off to the day employees enroll. ThreeFlow is designed for the complexity of group benefits, with workflows built around how brokers and carriers actually work.
ThreeFlow integrates with Brite to connect the benefits placement process with employee education. Once plans are finalized in ThreeFlow, Brite helps employees understand their options through clear, personalized benefit guides — giving brokers and HR teams a complete workflow from placement to communication.
For brokers, this means less time managing back-and-forth with carriers and more time focused on client strategy. For HR teams and employers, it translates to faster decisions, fewer errors, and a more organized benefits process from the moment renewal kicks off to the day employees enroll. ThreeFlow is designed for the complexity of group benefits, with workflows built around how brokers and carriers actually work.
ThreeFlow integrates with Brite to connect the benefits placement process with employee education. Once plans are finalized in ThreeFlow, Brite helps employees understand their options through clear, personalized benefit guides — giving brokers and HR teams a complete workflow from placement to communication.
Features
Why It Matters
Broker-carrier communication is notoriously fragmented — quotes arrive in different formats, timelines slip, and important decisions get buried in email chains. ThreeFlow solves this by giving brokers and carriers a single platform to manage the entire placement process together, reducing friction, improving accuracy, and keeping renewals on track.
Broker & HR Benefits
Brokers gain a structured, efficient workflow for managing carrier relationships and renewals — with real-time visibility into quote status, digital negotiation tools, and a clear audit trail from RFP to placement. HR teams benefit from faster, more organized renewals with fewer surprises, making it easier to stay on schedule and communicate decisions to employees with confidence.
Getting Started
ThreeFlow integrates with Brite so the placement process connects directly to employee communication. Once benefits are finalized in ThreeFlow, Brite generates clear, easy-to-understand guides that help employees make sense of what they enrolled in. Setup is simple — connect ThreeFlow to your Brite account and the two platforms work together automatically.
Integration Diagrams
New Benefits Package
Sold Benefit Product
Benefits Product Details
Plan Design Details and Rates
