Note: This case study is based on a real client engagement, with identifying details kept anonymous for confidentiality. All outcomes, processes, and results described are genuine and reflect the client’s actual experience. While the company name has been withheld, the client is happy to act as a reference. Contact us if you’d like to learn more.
Background
In an industry defined by the need for coverage and protection, a leading managing general underwriter (MGU) with a global footprint and a multi-hundred-million portfolio realised that manual processes left its finance function exposed to unnecessary risk.
Operating as a single, global MGA, this company manages a diverse portfolio of products and premiums. It writes more than $500 million in the US and over $100 million through its international affiliates.
To secure the future of its operations, the company implemented a modern cloud solution powered by Infor SunSystems Cloud and UniFi and delivered by FinanSys.
Before the implementation, the business faced a series of operational challenges, including:
“Before we implemented SunSystems and UniFi from FinanSys, everything was housed in and managed through Excel. We relied heavily on manual workflows and spreadsheets for critical processes, which were not only time-consuming but also created a significant risk of errors and data loss. Multiple people were rekeying information across different files, which made reporting slow and unreliable.
Our underwriters often had to chase invoices, approvals were handled through stacks of paper, and credit card expenses took days to process at every month-end. Audits were cumbersome, and the old setup would never have supported our growth plans. It was a painful model that left us exposed to inefficiencies, operational risks, and a lack of real-time visibility.”
Recognising that the existing setup could no longer support its operations, the firm decided it was time for change. The business set out to implement a modern finance system—one that would simplify operations, eliminate inefficiencies, and enhance value across the business.
During the selection phase, the company evaluated leading alternatives such as SAP and Workday (already used by its parent company—a premier insurance services company with more than $3.5 billion in managed premium and 2,000 associates across North America, Europe, and Australia).
After careful consideration, the business chose Infor SunSystems Cloud with UniFi because the combined platform offered the strongest balance of total cost of ownership, functionality, and adaptability.
Crucially, it could handle the complex requirements of the insurance sector while providing the flexibility to evolve with the company’s needs.
For example, UniFi provides the ability for the business to easily build and deploy bespoke applications tailored to unique workflows, from policy creation to invoicing and approvals.
And with FinanSys uniquely positioned to deliver both Infor SunSystems Cloud and UniFi in one integrated package, the organisation chose to partner with us to bring their vision to life.
Infor SunSystems Cloud provides an agile, intelligent financial management solution that allows finance teams to streamline complex operations with confidence.
UniFi complements this by delivering next-generation accounting, finance, and business process automation capabilities. It reduces the technology stack, eliminates manual effort, and seamlessly integrates systems to provide a single source of truth. With limitless use cases across departments, UniFi can extend the reach of any finance or ERP system, including Infor SunSystems Cloud.
Together, Infor SunSystems Cloud and UniFi formed a powerful, future-ready system that gave the organisation an integrated, end-to-end solution for finance and automation.
With Infor SunSystems Cloud as the finance core, UniFi enhanced the finance team’s operations by streamlining complex workflows and providing automation with AI and data audit.
How UniFi and Infor SunSystems Cloud Made the Difference
As leading providers of Infor SunSystems Cloud, the FinanSys team quickly grasped the firm’s requirements and translated them into a scalable solution that resulted in:
With FinanSys as its partner, the organisation moved key financial processes to Infor SunSystems Cloud—eliminating manual work, creating a single source of truth, and improving reporting. Infor Q&A added flexible ad-hoc analysis and strengthened audit readiness, giving the business a modern, scalable finance platform that supports accurate decision-making and growth.
Using UniFi, the company deployed a suite of automated apps (detailed below) that replaced paper-heavy workflows, saved time, reduced risk, and gave the finance team greater visibility and control.
Each bound policy carried a complex matrix of figures—gross written premium (GWP), broker commissions, insurer shares across multiple syndicates—exceeding what generic ERPs or rigid forms could handle. To address this, the insurance firm worked with us to build a bespoke Policy Management app in UniFi, capable of capturing every data point required for revenue recognition and statutory reporting. The app would then post to Infor SunSystems Cloud. The move eliminated spreadsheet risk and established a trusted source for downstream reporting and audit. It centralised detailed policy data that was previously scattered across multiple files. At the same time, it automated approvals and document handling for sales and purchase processes.
“Our revenue requirements are extremely complex because of the sheer amount of data behind each policy. Transitioning from confusing spreadsheets to being able to create policies directly within the system has completely changed this,” the company’s accountant added.”
This app enabled the company’s finance team to effectively manage sales invoices. As soon as policy data is confirmed in UniFi, sales invoices are generated automatically, routed for underwriter visibility/approval, and posted to Infor SunSystems Cloud. This reduces chasing, tightens cash discipline, and improves the internal stakeholder experience.
The UniFi Credit Card Expense Management app replaced manual month-end spreadsheets and email chains. Cardholders simply upload receipts, while approvers sign off with a few clicks. The result: a time saving of around three days every month for the admin team, along with highly positive user feedback.
The lead accountant shared the team’s reaction:
“We’ve had really positive feedback for the credit card app. It has completely changed the role of our office admin, who used to dread doing that task every month. She and others told me it’s just a dream. The system is so easy to use and they’re very grateful for it. Previously, our office admin staff handled credit card expenses manually. Each month-end, it took around three days to complete a large Excel spreadsheet with all the details, attach receipts, and send everything on to the accountants. Now, with UniFi, all the data is uploaded directly into the system and routed automatically for approval. The process is seamless and has saved us a significant amount of time.”
Managers previously spent 2–3 hours weekly signing stacks of paper invoices. With UniFi, invoices arrive digitally; approvals take about 1–2 minutes, cutting time and paper, and posting cleanly into Infor SunSystems Cloud. That equates to a saving of 12–19 full working days per year.
The accountant commented:
“We now have much better reporting, outputs, and processes on the purchase invoice side. Time-wise, it has been a real game-changer for our manager who approves all invoices—it’s saved him hours each week. Previously, he spent two to three hours printing and flicking through paper invoices for approval. Now, everything arrives digitally, which not only saves significant time but has also reduced our carbon footprint.”
Exchange rates were previously updated manually and managed by an outsourced provider, creating a process that was opaque, error-prone, and outside of the team’s direct control. UniFi automated this task, ensuring that exchange rate updates flow seamlessly into Infor SunSystems Cloud every day. This simple but powerful automation removed the risk of mistakes, improved reliability, and freed the finance team from repetitive administration.
The Overall Experience with UniFi, Infor SunSystems Cloud, and FinanSys
The company’s lead accountant had this to say:
“The overall experience has been excellent. We’ve had no issues at all with FinanSys, UniFi, or Infor SunSystems. The system works really well and does everything we need it to do. It’s a huge relief to stop relying on Excel spreadsheets and to bring our accounting fully in-house, which is expected to save us around £50,000 a year.
We now have complete confidence in our finance function and data, have significantly improved reporting for senior leadership, and importantly, the system puts us in a strong position to support future business growth. It’s been a game-changing transformation for us.”
Interested in Transforming Your Operations?
FinanSys is an award-winning provider of Infor SunSystems Cloud. As a one-stop shop for finance and business management solutions, FinanSys helps organisations of all sizes streamline operations, automate processes, simplify data access, enhance reporting, and unlock growth with scalable, future-ready solutions.
Infor SunSystems Cloud is a powerful and secure SaaS solution designed to help organisations of all sizes manage financial operations and access data more efficiently. Built on an innovative multi-tenant cloud platform, it offers a range of features and modules that enable finance teams to unlock the full potential of their financial data and deliver more accurate reporting, better visibility, and streamlined processes.
UniFi is a highly innovative Accounting, Finance, and Business Process Automation platform that offers limitless use cases and industry-first technologies such as our Autonomous Processes, Autonomous Data Capture, and first-of-its-kind Accounting Automation, among other advanced features. It unifies operations into one intelligent, end-to-end platform, streamlining processes and giving organisations a single source of truth.
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