Case Study: Arista Consulting Group streamlines benefits placement and saves time with ThreeFlow

Arista Consulting Group saves 6 hours per RFP with ThreeFlow

Arista Consulting Group, a national broker, faced challenges with fragmented and manual processes for managing client renewals and marketing events. Their Senior Account Manager, Amy Meisch, struggled with confusing email threads and tedious spreadsheet management, which led to anxiety over errors and lost time. They turned to ThreeFlow's benefits placement platform to address these issues.

By implementing ThreeFlow, Arista Consulting Group streamlined carrier communications and centralized plan information. The solution saved the team 6 hours per RFP, increased productivity by 25%, and allowed them to reinvest 15% more time into benefits strategy. ThreeFlow empowered them to stay organized and focus more on their clients.

Arista Consulting Group