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Insurance finance operations

AP exceptions, premium reconciliations, and claims finance - handled inside the ERP your insurance finance team already uses.

NetSuiteSAPMicrosoft DynamicsPolicy admin systemReinsurance portal
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How the workflow runs

5 steps
  1. 1

    Intake

    Auto

    Invoice or reconciliation break arrives in the ERP and the workflow picks it up

  2. 2

    Match & validate

    Auto

    Cross-reference policy admin, vendor record, and policy rules - flag duplicates

  3. 3

    Route exception

    Auto

    Mismatched items routed to the right reviewer with full context attached

  4. 4

    Human approval

    Human

    Reviewer approves or rejects above threshold - no payment without sign-off

+ 1 more steps

4

Automated

1

Human review

5

Systems connected

The problem

Today this work is mostly manual. People move data between systems, chase approvals, and re-check things that should already be correct.

  • Premium and commission reconciliations that require cross-referencing the policy admin system, the ERP, and a spreadsheet
  • Invoice mismatches from TPAs and carriers sitting in a queue until someone has time to investigate
  • Month-end close that starts from scratch every cycle - re-keying the same data into three systems
  • AP exceptions on vendor invoices, claims payments, and reinsurance bordereaux that pile up without triage

What we automate

The workflow handles the repetitive parts inside the systems you already use. No new tools to learn, no data to re-key.

  • Routing AP exceptions to the right reviewer based on amount, vendor, error type, and line of business
  • Pulling context from the ERP, policy admin system, and reinsurance portal into one view
  • Flagging duplicate payments and policy violations before they reach approval
  • Posting approved corrections and updating reconciliation status across systems

Before and after

Before
  • Premium and commission reconciliations that require cross-referencing the policy admin system, the ERP, and a spreadsheet
  • Invoice mismatches from TPAs and carriers sitting in a queue until someone has time to investigate
  • Month-end close that starts from scratch every cycle - re-keying the same data into three systems
  • AP exceptions on vendor invoices, claims payments, and reinsurance bordereaux that pile up without triage
After
  • Exception queues cleared faster, with a clear trail of who approved what
  • Month-end prep starts with context already pulled and reconciled, not from a blank spreadsheet
  • Audit-ready records - every action logged in your systems, not on a vendor dashboard
  • Your finance team has more time for analysis and variance review, not re-keying between the ERP and policy admin

Where humans stay in the loop

Automation handles the repetitive work. Your people handle the decisions that matter. The line is agreed and signed before launch.

  • Approving anything above a threshold you set - no payment goes out without a sign-off
  • Handling edge cases the workflow has not seen before - routed to a person, not forced through
  • Month-end sign-off - your controller gives the final go-ahead, not the workflow