PolicyConnect is a purpose-built Sage Intacct application that empowers insurance organizations to seamlessly connect their Policy Administration System (PAS) with their financial system—unlocking accurate, timely financial data without the manual effort. By automating the integration of policy and statistical data directly into the General Ledger, PolicyConnect eliminates data silos, reduces errors, and ensures finance teams always have a complete, trusted view of the business
Designed for scalability and ease of use, PolicyConnect delivers intelligent, rule-based data transformation and automated processing across multiple systems and data sources. With real-time visibility into financial and operational performance, organizations can accelerate reporting, improve forecasting, and make faster, more confident decisions—turning complex data into actionable insights.
Key Benefits:
Requirements:
Using this integration also requires that you purchase Sage Intacct Platform Services.
Price:
Subscription
Integration Approved Countries:
United States
About:
Wipfli is a leading national advisory and accounting firm with nearly 100 years of experience serving ambitious middle-market organizations. We understand our clients’ unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 3,000+ associates and global alliances, we combine national capabilities with local relationships. Wipfli operates under an alternative practice structure: Wipfli LLP, a licensed CPA firm, provides attest services, while Wipfli Advisory LLC, a non-CPA firm, delivers business advisory and non-attest services. Learn more at wipfli.com or contact Alicia O’Connell at alicia.oconnell@wipfli.com.