SAP FOR FINANCIAL SERVICES
Insurance
Bring financial control and operational visibility around policy, billing, and claims platforms.
BUSINESS PRIORITIES
A roadmap grounded
in your operations
Start by identifying the gaps between operational information and financial decisions. These priorities frame a focused discovery workshop for insurance.
- Disconnected policy and finance data
- Claims cost visibility
- Reporting complexity
PROCESSES TO CONNECT
Define what your SAP landscape needs to support
Expense and profitability analysis
Procurement and payment controls
Reporting data and reconciliation requirements
We assess the required SAP products, integrations, and industry extensions during discovery so the solution scope fits your operating model.
THE BUSINESS FLOW
Connect decisions across the value chain
- 01
Receive policy and claims data
- 02
Reconcile transactions
- 03
Account and allocate
- 04
Analyze and report
IN PRACTICE
Connect policy and claims data with accounting
Map policy, premium, payment, and claims feeds into financial reconciliation and expense reporting around the existing insurance platform.
Prepare for a focused discovery workshop
Agree source-system ownership, transaction mappings, reconciliation controls, and reporting dimensions.
Use a real transaction, the relevant reports, and known exceptions to test the proposed process from start to finish.
ENVIRONMENT & RESOURCE EFFICIENCY
Make sustainability
part of the operating picture
Track office resource use and supplier information; any underwriting or investment sustainability analysis needs a separately defined scope.
Establish a baseline, assign data owners, and review evidence before reporting improvements.
Explore our sustainability approachMEASURE WHAT MATTERS
Agree the measures before implementation
Set a baseline and realistic targets with your business owners.
- Reconciliation backlog
- Expense allocation accuracy
- Reporting timeliness
WORK WITH SUNFIX
From requirements
to a practical delivery plan
Bring your existing systems, process challenges, and reporting priorities. We’ll work with you to define requirements, assess solution fit, and agree a phased approach.
- Business discovery and fit assessment
- Data, integration, and reporting scope
- Implementation, testing, and team readiness
- Support and continuous improvement planning
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