Insurance

Commissions, claims and new policies, handled.

Carrier statements reconciled policy by policy against bank deposits and your agency system. Claims reported by WhatsApp or voice and filed in the carrier's portal. New auto policies quoted with DMV and driving record checks.

Book a demo →See the demo ↓
Insurance operations

Sound familiar?

Commissions nobody reconciles

Each carrier pays in its own format. The deposit arrives, it looks fine, and nobody goes policy by policy.

Claims stuck in inboxes

Photos and documents arrive in pieces, someone retypes everything into the carrier portal, and the customer waits days.

Quotes that take too long

Licenses, plates and driving records checked by hand while the prospect shops somewhere else.

Already solved in insurance.

Real clients, real problems. We don’t name them here; the numbers are theirs.

An insurance broker in Canada

Invoice Control · commission reconciliation

The problem

Receivables on the street that they couldn't control. Each carrier paid in its own format, and nobody could say which policies were paid, short or missing.

How it runs today

  1. 1Carrier statements, bank deposits and the agency system read and normalized.
  2. 2Every policy reconciled line by line: what the carrier paid vs. the bank vs. the books.
  3. 3Only the differences reach a person, with the action to take.

100%

of policies reconciled, not a sample

Live in production

Where most of our clients start

Invoice Control

AP automation

Every invoice line, checked before you pay.

Carrier statements, bank deposits and your agency system, crossed line by line, not just “did the deposit arrive?”.

Pick your industry

The demo, and the rest of the page, follows your choice.

Insurance · Invoice Control
Mon · 8:40 AM

With 3WAY.AI · step 1

We connect to your email and download your commission statements

No one opens the inbox. A robot works your AP mailbox, opens each email and downloads every commission statement PDF into 3WAY.AI.

Keep your systems. We work on top of them.

ERPEmailSupplier portalsBankPDFs

APIs where they exist, robots where they don’t. Nothing to migrate.

Same platform, three more products.

The same robots, readers and agents also serve your customers, bring in new ones and answer questions across all of it. Shown here for insurance.

Insurance · Omnichannel CX & Voice AI
Mon · 6:14 PM

With 3WAY.AI · step 1

Kevin reports the crash on WhatsApp

Any hour, any channel. WhatsApp, a call or email. The agent identifies Kevin by phone, finds his policy, and checks first that everyone is safe.

Results, in production.

One number per product, from clients running it today, with the client and the period behind it.

Invoice Control

3.4–8%

of what's invoiced has differences

Across our clients · US$1.22M detected at one food distributor

Food distributor, New York · Apr–Jul 2026

Omnichannel CX & Voice AI

87%

of conversations automated

65,000+ conversations, people in the loop

Health insurer, Argentina · Jun–Aug 2026

AI Sales & Acquisition

+39.7%

more sales in one year

Leads from 8 channels in one workflow

Health insurer, Argentina · Jan–Jul 2026 vs. 2025

Asignet · 15+ years · 200+ enterprise clients · 110+ countries · 1.2M invoices a year

Works with what you have.

Through APIs where they exist, and robots where they don’t. Nothing to replace, nothing to migrate first.

  • Your agency management system
  • Carrier statements and carrier portals
  • Bank deposits
  • WhatsApp, phone and email
  • DMV and driving record checks

How we start.

One flow first, measured against your own numbers. No savings or timelines promised before we look at your data.

  1. 1Diagnosis30 minutes to see how the flow works today and pick where to start.
  2. 2PilotOne flow, on your documents and systems, measured against your baseline.
  3. 3ProductionThe flow runs every day, with your team reviewing only the exceptions.
  4. 4ExpandThe next flow on the same platform, using the data you already connected.

Questions we hear in insurance.

Every carrier sends statements in a different format. Is that a problem?
No. Each carrier's format is read by its own reader, and policy numbers are normalized once per carrier, so the same policy is always recognized.
Can claims be filed in the carrier's portal without an integration?
Yes. A robot files the claim in the portal like a person would, with every document and photo attached, and writes the claim number back to your system.
Do our agents lose control of the customer?
No. The agent handles the routine and the paperwork; your people review before anything reaches the carrier and keep the relationship.
Where do we start?
Usually with commission reconciliation: it's money you're owed, and it's measurable from the first statement. Claims and quoting come next.

Pricing

Our pricing has one rule.
It costs less than the problem.

No price list, because no two operations are the same. If the numbers don’t work for you, we’ll be the first to say it.

Get your number →
1

Built on your numbers

Volume, documents, channels and systems. We price the flow you actually run, not seats.

2

Measured before you commit

We look at your flow first and agree on the baseline we'll be measured against.

3

Start with one flow

One process, one team, real results. Expand when the numbers say so.

Talk to us · English · Español

Tell us how your operation works.

Five minutes, by voice, with Alex, our AI assistant. Walk through one process that takes too much time or money, and see how we’d handle it.

Talk to us

Prefer a calendar? Book a demo