The insurance industry plays a vital role in every aspect of life and business in the UK, helping to protect people’s belongings, property, health, and much more against unexpected events.

The industry is riddled with decades-old legacy IT systems and many see this as a barrier to digitally transform the end-to-end business process. Maintaining and operating legacy systems is costly and much of the data stored in these systems is difficult to analyse and migrate to newer environments. Managing a large portfolio of complex products, a multitude of invoices and budgets can be challenging and laborious.

With increasing demands and expectations from customers means that insurance companies want to connect better with their customers by making complex information easy to understand and meaningful. An increase in competition means that informed decisions need to be made quickly with accurate and up-to-date information.

CBIZ can help to simplify things, enable you to get more control of your business and take the fear out of implementing a new system. With Microsoft Dynamics 365 Business Central, you can manage your accounting and finances, supply chain and operations more efficiently.

Our expert Consultants have supported some of UK’s distinguished insurance providers by integrating Transactor Insurance Software with Dynamics 365 Business Central. This has given business leaders visibility of their business operations, enabling them to make operational efficiencies while dramatically improving customer service levels.

 Sophisticated Management Reporting

Allows business leaders access to holistic information ecosystem. Visual representations of operational areas enable informed decision-making as well as the ability to adapt quickly to changing market demands.

Substantial Time Saved

Up-to-date and accurate information on key business performance indicators can be available quickly, saving considerable time that would otherwise be spent on reconciling information from disparate systems.

Significant Cost Saving

A cloud based solution negates the need for servers and infrastructure. Information can be accessed from anywhere and at any time, thereby significantly reducing IT-related costs.

Enhanced Functionality

All purchases orders go through a single system, with full audit trail of authorisers at all levels.

 Reduced Operational Costs

By redefining business processes through digitisation, significant savings can be achieved and future innovation supported.

Improved Customer Service And Staff Productivity

By improving operational efficiencies results in consistent customer journey leading to improvements in service levels.

Customer Story: Leading Insurance Company

CBIZ successfully integrated Transactor, insurance software, with Microsoft Dynamics 365 Business Central. This resulted in a flawless user experience where every transaction could be traced back to the source system with full audit trails.

“CBIZ consultants understood our requirements quickly and worked in partnership with us to help streamline, grow and evolve our business using Microsoft Dynamics. We now save considerable time, equivalent to three days per month and have seen our business expand. We are now able to invest more time in giving our customers a greater experience and service.”

Finance Director

Leading Insurance Company

From quick-start solutions to complex requirements, CBIZ can help. Contact us today to discuss your requirements.



0330 088 2515



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