Accounting Software for Insurance Companies

Sage Intacct for Insurance

  • Enhance Control
  • Gain Better Reporting & Visibility
  • Ensure compliance with full audit tracking

Get a Personalised Demo

Free, no obligation personalised demo
See Sage Intacct in action

View an on-demand demo in your own time

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. 

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Sage Intacct G2 Summer 2023 - Leader Badge
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Sage Intacct wins Big Innovation award 2021
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What Insurance companies want from their accounting software

0%
of Insurance execs find it critically important to know the financial health of their business in real-time.
0%
say they must be able to slice and dice their data in a way that matters most to them – easily and quickly.
0%
require the ability to integrate their financial management system with existing and new processes and systems (e.g., Visa, Mastercard, ADP, Salesforce) for a single view of the truth.
*Data gathered by Aite Group

Watch an on-demand demo of Sage Intacct for Financial Services organisations

This demo will give you an overview of the features of Sage Intacct specifically for Financial Services and how it can benefit your business. Just press play to start watching!

What is covered in the demo?


  • Introduction to itas
  • Overview of Financial Services organisations that use Sage Intacct
  • How Sage Intacct can help your Financial Services organisation
  • What trends are impacting Financial Services?
  • Sage Intacct's awards & recognition
  • How you can gain real-time insight
  • Consolidate 100s of entities in minutes
  • Automate your finance processes
  • Ensure compliance and auditability
  • What are your next steps after watching the demo
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Want to learn more about Sage Intacct?
Download our free eBook: Driving Success in Financial Services with Sage Intacct

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

See Sage Intacct in action

On-demand & Personalised Sage Intacct Demo

How can a demo be on-demand and personalised? We have pre-recorded a Sage Intacct demo that allows you to select the features that are important to you. Once you've selected the features you want to see, an interactive demo is instantly built just for you that showcases only the things you care about! And the best part? It's ready in seconds, completely on demand, with no human intervention!

Sage Intacct modules for Insurance companies

Sage Intacct helped Halstatt automate core accounting processes enabling £100k savings annually:

"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."

Amanda Goebel, Senior Accountant, Halstatt

Download Case Study

Request a call back from a specialist


Use the form below to speak to a Sage Intacct Insurance Specialist. Once you submit the form, the specialist will give you a call to have an initial chat about your business, current software, and how Sage Intacct may be able to help you.

Why choose itas as your Sage Intacct partner?


At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award winning Sage Partner, our approach is to help you maximise technology to transform the way you work.

  • We really know our stuff
  • We take the hassle away with effective project management
  • We help you get up and running quickly with training that delivers results
  • We are good people to work with that genuinely care about your business
  • We are just a phone call away with no automated queues
  • We are big enough to deliver, but small enough to care
  • We will ensure a smooth transition from your old platform to your new

The change to any new platform is a journey, and we will be on that journey with you, every step of the way.