Confidential

Presented by Fortra
ThreeFlow
Vice President of Sales & Client Experience
Location: Remote

ThreeFlow is the first Benefits Placement Platform that allows brokers and carriers to manage the entire placement process in one shared system. We make it easier for carriers to win business and brokers to empower employers with the details they need to make better benefits decisions. By connecting people, systems, and information, we enable easier communication, a quicker process, and better decisions making busy people more productive.

  • Founded: 2015
  • Headquarters: Chicago, IL
  • Number of Employees: ~73
  • Series B $45M
    • Led by Accel with Emergence Capital
    • Equal Ventures and First Trust Capital Partners

IN THE NEWS

THE PROBLEM

$4OOB of employee benefits insurance is sold by brokerage firms each year using excel spreadsheets, which may lead to more mistakes, higher costs, and longer lead times

THE SOLUTION

ThreeFlow makes busy people more productive by eliminating manual and redundant processes so you can dive into the details of benefits strategy, rather than tracking down missing data

THE PRODUCT

Purpose Built – Accounts for the nuanced workflows and dynamic relationships across brokers, carriers, third-parties, and clients

Supports the Entire Placement Process – Addresses all the needs of renewals and new business, data collection, underwriting review, client presentation and implementation

Serves As A True Shared System – One system that provides real-time collaboration and enables brokers and carriers to deliver the best possible outcomes for mutual clients

 

Why We're Hot

For Brokers

  • Increased Efficiencies – Spend 75% less time per RFP with minimized manual processes and more consistent workflows
  • Better Outcomes – Standardize policy comparisons; work with carriers on benefits strategy, not building spreadsheets
  • Reduced Liability – Eliminate manual data entry, reducing errors and omissions
  • Actionable Insights – Use market activity data to maximize volume-based incentive programs with carriers

For Carriers

  • Increased New Sales and Retention – With only certified carriers invited to RFPs, leverage top and bottom-line growth strategies
  • Better Outcomes – Deep collaboration with brokerage teams through shared systems of record
  • Increased Efficiencies – Fully supported end-to-end workflow, from initial “underwriter ready” RFP submission to sold policy confirmation & audit
  • Actionable Insights – Use market activity data to manage broker relationships and underwriting and distribution strategies

Ideal
Candidate

  • 10+ years leading B2B SaaS Sales and Client Success teams with $7M – $50M scaling experience
  • Employee benefits or insurance experience is not required, but an interest in learning the industry and its challenges is critical
  • Able to successfully navigate various decision-making styles and drive consensus across partners
  • Comfortable with ambiguity and resilient when facing rapid change; demonstrated initiative and independence
  • Proven people management experience; able to mentor teams to goals and attract top talent.
  • Experience leading a remote/distributed team is a plus
  • Outstanding communication skills with the ability to provide clear and concise guidance through emails, calls, or virtual meetings
  • A track record of setting and achieving ambitious goals and making data-driven decisions to create high performing teams that deliver results
  • Help maximize reach and efficiency by adding new, scalable partners in a strategic way
  • Low ego. Willing to jump into close big deals, player-coach when needed

 

Executive Team

EXECUTIVE TEAM

RYAN SACHTJEN CO-FOUNDER & CEO

RICHARD PERROTT CO-FOUNDER & COO

SHAHEED ROSHAN CO-FOUNDER & CTO

BOARD MEMBERS

NATHAN NIPARKO – ACCEL

JOE FLOYD – EMERGENCE CAPITAL

RICK ZULLO – EQUAL

 

 

 

 

 

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