Case Study: American Fidelity reaches new markets and improves RFP efficiency with ThreeFlow

How American Fidelity is staying competitive and reaching new markets

American Fidelity Assurance Company, a national supplemental benefits provider, sought to improve its RFP process for its medical stop loss program to maintain a competitive advantage and expand into new markets. The company partnered with the vendor ThreeFlow and its RFP management platform to gain efficiencies and enhance its collaboration with brokers.

By implementing ThreeFlow's software, American Fidelity gained significant efficiencies, including a one-click process to download RFPs and upload quotes, which eliminated manual errors and E&O concerns. The platform also provided valuable market insights through reporting, empowering the carrier to pursue new opportunities. ThreeFlow enabled American Fidelity to ensure its value propositions are communicated clearly to brokers, resulting in a more efficient process and a stronger competitive position.

American Fidelity Assurance Company

Lori Sartori is

Regional Sales Manager