Sharpen financial insight with an ERP tailored for the insurance industry
Insurance companies require a clear line of sight across finance and accounting to manage growth and serve customers without risk. But between the general ledger and the policy administration system (PAS), many organizations still rely on manual processes to connect all financial data — from pricing to billing, claims, statistical analyses and more.
Wipfli and Sage developed PolicyConnect to power your ERP system with reporting and metrics that are core to insurance services and operations. It operates within Sage Intacct, giving leadership teams a one-stop system to analyze performance across departments, map in real-time policy data and make decisions with clarity.
How PolicyConnect gives you a complete financial picture
Behind the scenes, insurance companies need to wrangle a complex and dynamic data stack — with various platforms to administer and manage customer policies. Disjointed systems, manual data extracts and reporting lags make it hard to operate a changing business and remain compliant in an industry where precision matters.
On the search for the right ERP for insurance companies, organizations find that many solutions lack full financial integration. PolicyConnect automates the information flow between the PAS and Sage Intacct so decision-makers can capture dimensional data at the GL level on a daily, weekly or monthly cadence. This seamless integration not only saves time and resources — it deepens financial insight across operations.
Benefits of automated financial insight, powered by ERP integration
Along with our insurance consulting services, Wipfli has been a trusted Sage Intacct integration partner for 12+ years, delivering its automated and flexible accounting system in over 400 implementations. Along with a growing portfolio of products built in collaboration, PolicyConnect is tailored to meet the unique needs of insurance providers. Here are some benefits:
PolicyConnect simplifies connections between multiple PAS and data sources, replacing manual integration with automated and scheduled data mapping.
With PolicyConnect, users can easily set up business rules for crosswalks, create a schedule for batch runs and track insurance and policy transactions in one financial application.
For small and midsized insurance companies, rich insight that includes policy data is vital for financial health today and for continued expansion into new markets.
Maximize the value of your ERP
From purchasing and payroll to financial reporting and fraud prevention, Wipfli works with organizations to transform operations across core functions. With deep experience addressing industry-specific needs, Wipfli developers created a marketplace of proven, ready-to-use digital connectors and tools that push your enterprise systems farther.
Learn how our solutions can help drive your next chapter of performance and growth.
Explore the marketplaceOur team
Matt Rowley
Matt Rowley is a principal in Wipfli’s technology consulting practice and leads the firm’s intellectual property development practice. He has built and led client service teams that drive financial, operational, and process improvement transformations.
Chris Micka, CSPO, CSM, PMP
Chris Micka is a manager with over 23 years of experience in technology, specializing in project and product management. He has worked for and with Fortune 100 organizations in finance, hospitality, marketing & advertising, and telecommunications industries, helping to define, build and implement solutions in the digital, mobile app, and call center spaces.
