Case Study: Scott Insurance improves client satisfaction and streamlines renewals with ThreeFlow

Scott Insurance maintains 94% client retention with ThreeFlow

Scott Insurance, a major employee benefits broker, faced challenges in scaling its high-touch, consultative service model due to inefficient manual processes. Their brokers were overwhelmed by managing documents across email threads and shared drives, making client renewals, compliance checks, and RFP processes extremely time-consuming and prone to error. To address this, they implemented ThreeFlow, a benefits placement system.

By using ThreeFlow, Scott Insurance centralized all documentation, collaboration, and carrier communication into a single platform. This provided organization and automation for their renewal and RFP processes. The results included a 94% client retention rate, recognition as a Best Practices Agency, and a spot on a Top 100 Brokers list. ThreeFlow enabled the firm to maintain its personalized service while efficiently scaling its operations.

Scott Insurance