SimplePin, is a fintech company that provides an insurance-focused receivables and payments automation platform, says M3 Insurance has chosen its platform to modernise finance and accounting operations, with a focus on automating insurance receivables across payment channels.
The move targets faster processing, tighter accuracy, and clearer financial visibility, without adding operational drag.
Brokerages now process more transactions through more payment paths than even a few years ago. Finance teams feel the squeeze. They need speed, but control still matters, and mistakes carry a cost.
SimplePin pitches itself as a way out of that bind by automating how payments get captured, posted, and reconciled, cutting out manual handoffs and surfacing real-time data on cash flow and exceptions. According to Beinsure, this is where most finance bottlenecks still sit.
“When we evaluated SimplePin, a big part of our decision-making process was what would be best for our clients,” said Jamin Friedl, senior director of finance at M3 Insurance.
SimplePin helps us reduce manual work behind the scenes while improving the payment experience for clients, carriers, and partners. It’s a meaningful step forward as we modernise operations and keep pace with where the industry is headed.
Jamin Friedl, senior director of finance at M3 Insurance
The platform plugs into complex insurance environments and replaces reconciliation-heavy workflows with automated processes designed to scale.
That matters for brokers running mixed books and legacy systems, where finance teams still spend hours cleaning up payment data instead of analysing it.
“We’re not looking for a traditional vendor relationship,” Friedl added. “We value partners we can collaborate with as the industry changes and new needs emerge. SimplePin stood out as a team that understands insurance operations and is aligned with the way we want to evolve.” The phrasing signals a longer-term bet, not a short software rollout.
From SimplePin’s side, the pitch centres on relieving pressure inside finance departments that still rely on spreadsheets and manual checks.
Finance and accounting teams should not have to rely on manual processes to keep up with today’s payment complexity
Metod Topolnik, CEO of SimplePin
“M3’s approach to modernisation and partnership reflects where the industry is heading, and we’re proud to support their team with technology that improves efficiency, visibility, and the experience for everyone involved,” said Metod Topolnik.
M3 Insurance operates as a private, independent brokerage and risk management firm, with a national footprint and a focus on commercial risk, insurance placement, and employee benefits.
The firm positions its teams as extensions of client operations, pairing insurance solutions with ongoing risk support and community involvement.
SimplePin builds receivables and accounting automation software for agencies, MGAs, and carriers. Its platform integrates with Applied Epic, Vertafore AMS360, Acturis, and other core systems to automate the full receivables lifecycle, from payment intake through posting and reconciliation.
The goal is straightforward. Faster cash flow, fewer errors, less manual cleanup.
