Case Study: OneAmerica builds better broker relationships with ThreeFlow

How OneAmerica is building better relationships with brokers

OneAmerica, a national insurance and financial services provider, was seeking a different approach to the RFP process that moved away from a low-bid mentality and instead supported their strategy of building strong, consultative relationships with their broker partners. They turned to the vendor ThreeFlow and its benefits placement platform to help achieve this goal.

The solution implemented by ThreeFlow provided a centralized system for communication and data, capturing the complete history of an account and serving as a single source of truth from proposal to implementation. This allowed OneAmerica to work more efficiently with brokers and provide better consultative services. The results included gaining valuable data insights into their competitive performance and market opportunities, enabling more intelligent business decisions. The team at ThreeFlow also provided dedicated support to ensure a successful implementation.

OneAmerica