Accounting Software for Insurance Companies
Sage Intacct for Insurance
Sage Intacct, Powerful Cloud Accounting Software for Insurance Companies
Insurance companies are going through a massive digital transformation that is redefining customer engagement, processes, and business models. Success for Insurance companies today, means real-time financial visibility, robust analysis, and effective management of regulatory compliance.
Unlock real-time reporting, integrate seamlessly with your other systems and build a scalable, agile finance team with Sage Intacct. Spend more time analysing your financials with automated month-end processes that will free up your finance team to spend time doing more important tasks.




What Insurance companies want from their accounting software
Watch an on-demand demo of Sage Intacct for Financial Services organisations
What is covered in the demo?

Powerful Accounting Software for Insurance Companies
How can Sage Intacct help you with your digital transformation journey?
- Analyse your financials across broker, policy, policy type, year, or any other dimensions that matter to you with customisable drillable dashboards
- Report on values of commissions, revenue, claims, IPT against each of those dimensions with our powerful reporting tools
- Put your numbers into context by importing and reporting on non-financial information within our dashboards including no. of claims, policies or any other operational data that you want
- Connect your data and streamline your reporting by Integrating your other internal systems seamlessly using the powerful API
- Get visibility in minutes not days with Intacct's ability to easily manage multiple entities and consolidate at the click of a button
- Ensure compliance will full audit tracking and traceability along with inbuilt authorisations and controls
Build your own interactive demo of Sage Intacct right now

Sage Intacct modules for Insurance companies
Core Financials
Core Financials gives you powerful Multi-Dimensional accounting that automates and streamlines your financial processes to give you more control and better insight with less effort. Learn more about Core Financials
Dashboards & Reporting
Financial reporting and dashboards that turns data into insight. Build with an easy to use point and click reporting tool. Learn more about Dashboards & Reporting
Dynamic Allocations
Eliminate the need for time-consuming and error-prone spreadsheets. Automate indirect costs and revenue contribution allocation across products, projects, departments and entities with a full audit trail of all calculations. Learn more about Dynamic Allocations
Global Consolidations
Automate consolidations across multiple currency entities with automatic inter-entity eliminations. Make management reporting easy with consolidated reporting and dashboards. Learn more about Global Consolidations
Multi-Currency Management
Easily manage foreign currency exchange rates with an automated daily feed from Oanda. Quickly generate revaluation reporting and make the necessary adjustments. Learn more about Multi-Currency
Salesforce
Synchronize Salesforce with your business financials in real-time. Keep billing templates and subscription schedules in your financial system, while giving salespeople complete visibility into billing and payments information. Learn more about Salesforce
"Sage Intacct’s flexibility has given us a lot more real-time information that has empowered us to manage and pursue new investments seamlessly. Since we now have an up to date consolidated view into our financial performance 24/7, our time is freed up to focus on more strategic initiatives – enabling us to drive notable value across our entire
organization."


