Wipfli launches PolicyConnect for insurance finance teams

Wipfli is excited to announce the launch of PolicyConnect, a new application built on the Sage Intacct platform that’s set to change the way insurance companies manage their financial data.

PolicyConnect makes it easier than ever for insurance organizations — especially SMBs in the property and casualty sector — to connect their policy administration systems (PAS) with Sage Intacct’s General Ledger. By automating the transfer of policy data, PolicyConnect helps teams move beyond manual processes and unlock real-time financial insights.

Built on Sage Intacct, PolicyConnect combines trusted financial management technology with automation and real-time insights for insurance finance teams. Sage Intacct is a cloud-based platform that helps growing and mid-sized organizations streamline core accounting processes and gain visibility across financials, planning, HR and payroll. Its flexible, scalable design gives finance teams the confidence to work smarter and adapt as their business evolves.

“PolicyConnect is about giving insurance finance teams the tools they need to see the bigger picture, act faster and grow with confidence,” said Anna Kooi, partner and financial services practice leader at Wipfli. “We’re excited to help our clients move from complexity to clarity and seize new opportunities in a rapidly changing market.”

With PolicyConnect, clients can expect less time spent on manual entry, fewer silos between departments and more time focused on strategic growth. The launch opens up new possibilities for financial leaders to analyze performance, streamline operations and make smarter decisions — every day.

Key features:

• Automated, rule-based data mapping and batch processing
• Real-time GL updates for daily, weekly or monthly cycles
• Support for multiple PAS/data sources and ETL transformations
• Scheduled automation and reduced manual effort
• Enhanced financial visibility and analysis

Ready to see what PolicyConnect can do for your insurance organization? Discover how Wipfli is helping clients transform finance operations and unlock new opportunities here.