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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.
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.
Reach out to our team
Ready to gain a clearer view of your organization’s performance? Talk with our specialists about your goals for integration, reporting and growth.
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Discover how Wipfli’s marketplace solutions help organizations get more from their enterprise systems through smarter integrations and enhanced operational performance.
