INDUSTRY SOLUTIONS
Introducing Sage Intacct PolicyConnect
Designed for financial services organizations, PolicyConnect bridges the gap between insurance policy administration systems (PAS) and general ledger. By providing a seamless, automated data flow from policy transactions to financial reporting, PolicyConnect enhances accuracy, efficiency, and decision-making.
Automated data integration and intelligent data transformation ensure that policy data is accurately captured, mapped, and validated in Sage Intacct. This reduces manual entry, minimizes errors, and supports compliance with industry regulations.
The user-friendly interface empowers finance teams to monitor and manage integrations effortlessly, while its scalable architecture adapts to growing data volumes and evolving business needs. By standardizing data mapping and ensuring consistency across reports, PolicyConnect builds trust in financial data and enables confident, informed decisions.
Key benefits
- Increase the accuracy of your data and the reliability of your financial reports with precise data mapping and validation.
- Save time and resources by automating data transfer and reducing manual adjustments.
- Gain insight so you can make better decisions—integrating policy and financial data gives you a complete picture of your organization's financial situation in real time.
- Ensure accurate reporting for regulatory compliance.
- PolicyConnect's scalability and flexibility means you can easily adapt to changing needs as your organization grows or your data requirements change.
Permissions and other requirements
| Subscription |
PolicyConnect General Ledger Customization Services or Platform Services |
|---|---|
| Regional availability |
United States |
| User type |
Business user with admin privileges |
| Permissions |
General Ledger
|
