Case Study: How FinanSys Helped a Leading Insurance Firm Modernise Complex Operations with UniFi and Infor SunSystems Cloud
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.
Results at a Glance:
- 3 days saved per month on credit card processing
- 12–19 working days saved annually on invoice approvals
- £50,000 estimated annual savings
- Real-time financial visibility and faster reporting
- Reduced carbon footprint with paperless processes
When finance functions rely on manual processes, they quickly become costly, slow, and riddled with inefficiencies, errors, and delays.
That was the challenge facing a leading managing general underwriter (MGU) with a global footprint and a multi-hundred-million portfolio.
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 overcome this, the company partnered with FinanSys to implement Infor SunSystems Cloud and UniFi for an efficient, reliable, and future-ready finance function.
The Challenge
Before the implementation, the organisation faced a series of operational challenges, including:
- Critical tasks maintained in large Excel spreadsheets that were time-consuming to update and vulnerable to human error.
- Data repeatedly rekeyed between multiple spreadsheets and external providers, creating risk of error, version drift, and loss of control.
- Delays in sales invoicing, with underwriters often chasing invoices.
- Accounts payable and credit card expenses managed through paper-based approvals and manual Excel reconciliations, costing days of effort each month.
- Limited transparency, with leadership lacking real-time visibility into financial data, slow and unreliable reporting, and cumbersome audits due to incomplete and inconsistent records.
The organisation’s International Lead Accountant explained:
"Before we implemented Infor SunSystems Cloud 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 for 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"
The Solution
Recognising that the existing setup could no longer support its operations, the company decided it was time for change. The business turned to a partner that could understand its unique industry demands, deliver best-in-class technology, and provide world-class support.
As the leading Infor SunSystems Cloud provider and the creators of UniFi, the FinanSys team quickly grasped company’s requirements and translated them into a scalable solution that resulted in:
Improved Finance Operations with Infor SunSystems Cloud
With FinanSys as its implementation partner, Infor SunSystems Cloud replaced the company’s time-consuming, manual processes with a reliable, cloud-based solution.
Infor SunSystems Cloud provides an agile, intelligent financial management solution that allows finance teams to streamline complex operations with confidence.
By moving key processes into the cloud, the organisation reinvented its finance function and established a single source of financial truth.
Infor Q&A added further value, enabling flexible ad-hoc analysis on top of Infor SunSystems data while strengthening control and audit readiness.
The result was a modern, scalable platform that not only improved day-to-day efficiency but also equipped the company with accurate insights to guide decision-making and future growth.
Significant Transformation with UniFi
UniFi is a next-generation accounting, finance, and business process automation platform. It reduces technology stack, eliminates manual effort, and seamlessly integrates systems to provide a single source of truth.
With limitless use cases across departments and industry-first technologies such as our Autonomous Processes, Autonomous Data Capture, and first-of-its-kind Accounting Automation, among other advanced features, UniFi can extend the reach of any finance or ERP system, including Infor SunSystems Cloud.
Working with our team, the organisation used UniFi to create/implement a suite of applications that replaced manual, paper-heavy processes with automated, digital workflows. The apps (see below) transformed everyday tasks into streamlined, error-free operations.
Together, these apps delivered measurable time savings, reduced risk, and empowered this client to operate with greater efficiency and confidence.
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 company’s finance team worked with FinanSys 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 granular policy data capture previously scattered across multiple files and 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.
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 Results
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.
Together, Infor SunSystems Cloud and UniFi formed a powerful, future-ready system that gave this global insurance firm an integrated, end-to-end solution for finance and automation.
And with FinanSys uniquely positioned to deliver both Infor SunSystems Cloud and UniFi in one integrated package, the company chose to partner with us to bring their vision to life.
- £50,000 annual savings by bringing accounting in-house.
- 100% elimination of spreadsheet-driven errors.
- 3 days saved per month on credit card processing.
- Hours saved each week on purchase invoice approvals.
- Improved reporting for senior leadership to make better strategic decisions.
- Future-ready finance function capable of supporting growth.
- Faster cash cycle through automated invoice generation.
The Overall Experience
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."
FinanSys’ responsive support ensured a smooth transition, resolving challenges quickly and acting as an extension of the internal team.
The accountant concluded:
"I’m really grateful for the FinanSys team and the ongoing effort they put into improving things for us as a company and for me personally. They make my job so much easier. I never have to worry about being left without support; I always know someone will get back to me quickly. Go-live came with tight deadlines and natural teething issues; FinanSys support responded immediately, often handling numerous tickets in parallel. Everybody at FinanSys was supportive, responsive, and easy to work with. The team were fantastic and committed. They felt like my extended team, helping me meet tough deadlines. I can’t speak highly enough of them."
Interested in Transforming Your Operations?
- Get in touch with us to schedule a call
- We will listen to your requirements and discuss how we can help
- We will then present you with a tailored demonstration based on your unique requirements
Contact us today on +44 (0) 207 456 9833 or sales@finansys.com
Why FinanSys Stands Out
- Award-winning Infor Gold Resell Partner
- 25+ years of experience implementing ERP and finance systems
- Global leaders in Infor SunSystems Cloud deals and implementation
- Leading SunSystems partner across EMEA and the Americas
- Infor SunSystems Cloud SaaS Partner of the Year (FY 2024 for the EMEA/Americas region)
- Industry-leading 1:25 support ratio (double the standard)
- Average 25% cost savings compared to incumbent providers
- A customer renewal rate of 94%, indicating high customer trust and satisfaction
- Dedicated SunSystems training courses for you and your finance team
- An agile and personal approach to customer service
IMPORTANT: When you subscribe to Infor SunSystems Cloud through FinanSys, you will also get access to UniFi on a 1:1 licence basis at no additional cost (worth £50,000+).
About FinanSys
FinanSys is an award-winning provider of Infor SunSystems Cloud and the creators of UniFi — a powerful Accounting, Finance, and Business Process Automation platform with limitless use cases. As your 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.
About UniFi
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.
About Infor SunSystems Cloud
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.