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Description
We offer our clients tailored coverage solutions that give them a competitive edge. Our services simplify the process of shopping for and renewing client policies, reducing the hassle involved. You can speed up your marketing submissions by presenting commercial clients to several carriers simultaneously. There's no need to draft multiple emails; you can reach out to all preferred carriers at once. Our shared platform enables you to efficiently manage similar inquiries from underwriters, allowing you to answer common questions in a single response. This means you can avoid the tedious task of sifting through your inbox and addressing each inquiry separately. Additionally, our system provides automatic notifications to keep underwriters updated on crucial renewal timelines without any effort on your part. Always maintain a competitive advantage by scheduling your submissions ahead of time, ensuring that your marketing materials reach insurance carriers as early as possible. This proactive approach not only saves time but also positions you as a leader in the market.
Description
In the absence of substantial collaboration, brokers and carriers find themselves trapped in a continuous cycle of emails and spreadsheets, leaving scant opportunity for strategic discussions. Our platform serves as a collaborative solution, enhancing their efficiency and effectiveness, which ultimately boosts productivity. Whether dealing with renewals or new business, ThreeFlow caters to the comprehensive needs of its users, streamlining processes from data collection through underwriting review, and from client presentations to implementation. As a pioneering type of enterprise software, ThreeFlow empowers brokers and carriers to manage both renewals and new business seamlessly within a unified system. We recognize the complex workflows and evolving relationships among brokers, carriers, third parties, and clients, offering shared visibility that allows them to achieve the best outcomes for their shared clientele, thereby fostering stronger partnerships and improving overall service delivery. By bridging the gap in communication, we ensure that time is allocated efficiently towards strategy rather than administrative tasks.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$500 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Renewalbook
Founded
2017
Country
United States
Website
renewalbook.com
Vendor Details
Company Name
ThreeFlow
Founded
2018
Country
United States
Website
www.threeflow.com/why-threeflow
Product Features
Commercial Insurance
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management
Product 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
