Case Study: NFP of Illinois achieves greater workflow consistency and efficiency with ThreeFlow

How NFP of Illinois is creating efficiencies and process wins

NFP, a leading property and casualty broker and benefits consultant, was seeking to improve efficiency and create a more consistent workflow for its team. To address this challenge, they partnered with ThreeFlow and adopted its benefits placement platform.

The implementation of ThreeFlow’s system automated their workflows and centralized all client data into a single source of truth. This created significant process wins for NFP's benefit analysts, streamlining tasks from marketing to renewals. As a result, the team has loaded 92 client groups into the platform, greatly reducing manual effort. Leadership also gained valuable insights through ThreeFlow's analytics, allowing them to analyze business by product vertical.

NFP

Wendy Donaghue

Vice President of Client Operations