Engineering for underwriting, rating, and claims.
Connect insurance systems through versioned rating services, carrier APIs, and document-processing workflows. Combine rules-based automation with AI-assisted extraction and exception routing, keeping underwriting authority and human decisions explicit.
For Insurance CEOs, Chief Actuaries & CTOs
Request your Executive Strategy SessionMove submissions and claims documents into a reviewable workflow.
Illustrative workflow
Submission or claim → extraction and validation → policy and rating services → exception queue → authorized decision.
Rating services & rule versioning
Implement rating and eligibility workflows with versioned business rules, input validation, and decision traceability defined by the responsible insurance team.
Carrier, broker & policy-system APIs
Integrate quote, policy, and status exchanges between distribution partners and core systems with authentication and event handling.
Claims intelligence & document processing
Develop OCR and AI-assisted extraction pipelines with validation, confidence thresholds, and human escalation for incomplete or uncertain records.
Know what the work will produce.
Begin with a submission or claims workflow pilot. The proposed paid engagement can produce the following outputs, with coverage confirmed after the introductory session.
- Workflow map identifying document inputs, rule owners, carrier dependencies, and human approvals.
- Versioned data and rule contracts with traceability from source document to system output.
- Pilot acceptance plan covering extraction accuracy, missing fields, rule changes, and escalation.
Questions we will work through
Which decisions require human approval? Who owns the rating rules? What records and audit evidence must be retained across partners and systems?
Delivery responsibilities
We engineer software, integrations, and document workflows. Your authorized insurance professionals own underwriting, pricing policy, coverage interpretation, and claims decisions; automation does not transfer that authority.
One work plan. Clear delivery ownership.
Executive advisory translates the business priority into architecture decisions, investment choices, and an implementation backlog. Engineering works from that backlog, with demonstrations and acceptance checks that connect progress to the original objective.
Choose the engagement
Start with an assessment, assign a defined implementation, or embed specialists alongside your team. Managed Cloud Services can follow when ongoing operations are needed.
Identify the leads
The proposal identifies the 3B delivery lead, technical responsibilities, and your authorized decision-maker. For embedded work, your team directs priorities; for managed delivery, the engagement assigns delivery management to 3B.
Assemble for the work
Roles follow the architecture and workload: application, data, cloud, security, or domain specialists as required. Confirm qualifications, availability, access approvals, and handover responsibilities before kickoff.
Already own your hosting? We work with you.
We can work within your cloud accounts, existing infrastructure, or hosting-provider arrangements. A move to 3B-managed hosting is not a prerequisite. We coordinate with your technical team and hosting partners on access, deployment, monitoring, and change approvals.
Before implementation, the delivery plan identifies what stays with your team, what 3B will operate, and how code, data pipelines, infrastructure configuration, and documentation will be handed over. Managed Cloud Services can support the operating model you choose.
Bring the workflow. Leave with a clear next step.
Use the complimentary Executive Strategy Session to discuss the priority, assess delivery fit, and identify the next engagement. Before paid work begins, review the proposed outputs, responsible specialists, access requirements, and acceptance criteria.
Request your Executive Strategy Session