ThreeFlow

Market Director

ThreeFlow is a Benefits Placement System, enterprise software that allows benefits brokers and insurance 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 needed to select the right benefits for their employees. 

By connecting people, systems, and information, we enable easier communication, a quicker process, and better decisions—making busy people more productive. 

Learn more at threeflow.com

Sales Executive

The Standard

Employee Benefits Consultant

Prudential Financial

Responsible for the promotion and sale of Prudential Life, Disability, FMLA/ADA Absence Management, Voluntary, & Financial Wellness Solutions for clients 100-5,000 employees in the Northern CA market.

Premier Account Sales Executive

Principal Financial Group

Senior Sales Representative - Group Ancillary Benefits

Sales Representative - Group Ancillary Benefits

Assurant Employee Benefits

Assurant Employee Benefits specializes in quality employee benefits and services, including dental, long-term and short-term disability, life and accidental death and dismemberment insurance, and disability reinsurance management services. Assurant Employee Benefits also offers voluntary (employee-paid) disability, life and dental plans. 

We are part of Assurant, Inc., a Fortune 500 company, and a member of the S&P 500 Index. We rank fourth in dental, fourth in long-term disability, fifth in life and fourth overall based on master contracts in force.

Sales Representative

Paychex

I was responsible for selling employee benefit products & administration services to employers in the San Francisco Bay Area. Including Medical, Dental, Disability, Life, & Voluntary products.

True Wireless

Specialized in Wireless Business Solutions and Corporate/ Enterprise Account Management for Sprint/Nextel. Including GPS, Wireless Work Order, and mobile web/e-mail solutions.

Corporate Account Executive

What is a Benefits Placement System? 

A new category of software for the Employee Benefits Industry. 

Different from your point-in-time RFP tools that don't unlock efficiency in the full workflow, which begins as an RFP or Renewal project and ends with a client decision. 

A Benefits Placement System supports the entire policy lifecycle, driving efficiency via streamlined workflows and API integrations connecting brokers and carriers. 

Allowing Go-To-Market and renewal activities to be as simple as a few clicks.

Taplio

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