List of Phinsys Platform Customers
Phinsys
70 Fenchurch Street,
London, EC3M 4BS T,
United Kingdom
London, EC3M 4BS T,
United Kingdom
44 20 3443-9799
Professional Services
50
$5M
Since 2010, our global team of researchers has been studying Phinsys Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Phinsys Platform for Insurance ERP from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Phinsys Platform for Insurance ERP include: Markel, a United States based Insurance organisation with 22000 employees and revenues of $16.62 billion, Chaucer Group, a United Kingdom based Insurance organisation with 500 employees and revenues of $336.0 million, Chaucer Plc, a United Kingdom based Insurance organisation with 500 employees and revenues of $139.0 million, Ascot Underwriting, a United Kingdom based Insurance organisation with 120 employees and revenues of $9.1 million, Signal Administration, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Phinsys Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Ascot Underwriting | Insurance | 120 | $9M | United Kingdom | Phinsys | Phinsys Platform | Insurance ERP | 2020 | n/a |
In 2020, Ascot Underwriting implemented the Phinsys Platform Insurance ERP for Syndicate 1414 at Lloyd's to consolidate finance and accounting workflows. The deployment targeted the finance function responsible for Syndicate 1414 accounting and UK regulatory reporting.
The implementation used Phinsys Tandem, Rapport and Postbox finance modules within the Phinsys Platform to automate reconciliations, run incurred but not reported IBNR calculations, and generate regulatory and management reporting. Modules were configured to support accounting automation, control ledgers, and period close orchestration consistent with insurance finance operations.
Deployment architecture focused on syndicate level operation at Lloyd's with the Phinsys Platform operating as the central Insurance ERP for the syndicate's finance systems in the UK. Operational scope included the syndicate finance team and reporting chains for regulatory filings and internal management packs.
The vendor press release states the implementation was completed in 2020 and positioned the Phinsys Platform to streamline Ascot's finance and accounting processes including reconciliations, IBNR calculations and regulatory and management reporting in the UK. Governance work concentrated on embedding standardized reporting workflows and automated reconciliation routines within the finance function.
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Chaucer Group | Insurance | 500 | $336M | United Kingdom | Phinsys | Phinsys Platform | Insurance ERP | 2020 | n/a |
In 2020, Chaucer Group deployed the Phinsys Platform as its Insurance ERP to centralize finance operations and standardize financial reporting for its Lloyds market activities. The Phinsys Platform was positioned to support Chaucer Group’s finance transformation program, with an initial scope centered on the finance organization and cross-functional coordination with IT and operations in the London hybrid operating model.
Deployment focused on core financial modules typical of an Insurance ERP, including general ledger and statutory reporting, accounts payable and receivable, budgeting and forecasting, and insurance-specific financial reporting capabilities. Configuration work emphasized financial data modeling and automation for routine reporting, leveraging Microsoft Excel and Power Query for data transformation, and delivering dashboards and visualizations through Power BI to surface consolidated financial and operational metrics from the Phinsys Platform.
Solution architecture and integrations were driven by explicit requirements for robust data flows and SQL-based extracts to support reporting and analytics. Interfaces and extract routines were designed to feed Power BI and other SQL-driven reporting layers, and functional requirements accounted for environments where PeopleSoft expertise existed, ensuring the Phinsys Platform could operate alongside existing finance tooling. The operational coverage targeted finance process ownership, month end and statutory reporting workflows, and party-level financial controls used across Chaucer Group’s underwriting and finance teams.
Governance centered on formalized finance workshops, detailed business requirements documentation, and business case development led by finance analysis roles. The Finance Business Analyst role was instrumental in defining solution architecture, mapping data flows, enforcing data governance and data quality controls, and coordinating stakeholder communications and rollout sequencing for the Phinsys Platform within Chaucer Group’s Insurance ERP program.
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Chaucer Plc | Insurance | 500 | $139M | United Kingdom | Phinsys | Phinsys Platform | Insurance ERP | 2020 | n/a |
In 2020, Chaucer Plc implemented the Phinsys Platform, deploying a full suite Insurance ERP to transform its finance function. The decision followed a comprehensive proof of concept that validated Phinsys Platform capabilities and the newly launched Inform solution, a finance data dashboard designed for insurance boards and management teams to analyze management and statutory finance data.
The Phinsys Platform implementation encompassed a scalable finance data warehouse, the Inform finance data dashboard, automated reconciliation and posting of accounting entries to the General Ledger, and functional support for expense allocations, IBNR calculations, planning and forecasting. The deployment also enabled automated regulatory and management reporting, consolidating management and statutory data workflows and providing detailed analytical capability for finance users.
Phinsys software was configured to conform data from multiple disparate systems into the finance data warehouse and to support single functional currency reporting from multiple jurisdictions into the parent company. Operational coverage explicitly included Chaucer Syndicates Limited finance teams, boards and management, and cross department use of a single trusted version of financial data.
Governance changes focused on centralizing financial data and automating reconciliation and reporting processes, reducing manual accounting tasks and establishing a single source of truth for internal reporting. Outcomes called out by the company included faster and more accurate single functional currency reporting, improved transparency of accounting processes, and enhanced insights into overall performance enabled by the Phinsys Platform and Inform solution.
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Markel | Insurance | 22000 | $16.6B | United States | Phinsys | Phinsys Platform | Insurance ERP | 2023 | n/a |
In 2023, Markel implemented the Phinsys Platform, an Insurance ERP, to standardise and automate finance and actuarial data across its international operations in the UK, Europe, Canada and Asia. The initiative focused on aligning actuarial outputs and finance data pipelines to support faster period end processing and more consistent reserving inputs.
Vendor communications indicate the deployment centers on a finance and actuarial data warehouse, reconciliation functionality and a reporting layer, with configuration work to establish a canonical data model, validation rules and automated reconciliation workflows. The Phinsys Platform was configured to support finance close orchestration, actuarial reserve analytics and aggregated management and statutory reporting.
Integrations were implemented to ingest actuarial output streams and local finance ledgers into the central Phinsys Platform, enabling cross border rollup and standardized data feeds across Markel International operations. The rollout was scoped to UK, Europe, Canada and Asia, with a go live estimated around 2024 following the 2023 announcement.
Governance changes emphasized centralized data definitions, reconciliation controls and shared reporting ownership between finance and actuarial teams, formalizing close procedures and reserve governance. Stated objectives included accelerating the financial close and improving reserving processes.
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Signal Administration | Insurance | 10 | $1M | United States | Phinsys | Phinsys Platform | Insurance ERP | 2022 | n/a |
In 2022 Signal Administration implemented the Phinsys Platform as its Insurance ERP to centralize finance and accounting automation across its United States operations. The Phinsys Platform deployment aimed to consolidate multiple disparate finance systems into a single finance data warehouse to create a central source of truth for financial reporting.
The implementation emphasized finance and accounting automation modules, with explicit configuration to automate allocations, IBNR calculations, accounting postings and reporting workflows. The Phinsys Platform was configured with posting engines, allocation routines and reporting schemas to support actuarial inputs and general ledger reconciliation within an Insurance ERP context.
Integrations concentrated on ingesting and normalizing upstream finance data into the consolidated finance data warehouse rather than on named third party products. Operational coverage targeted the finance and accounting function for Signal Administration in the United States, supporting member billing, reserve calculations and internal financial reporting processes.
Governance changes focused on centralizing reporting ownership, standardizing allocation and posting procedures and formalizing accounting workflow ownership across finance teams. Live operations were estimated to begin in 2023, and the program was positioned to reduce costs for members through consolidated finance processing.
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FAQ - APPS RUN THE WORLD Phinsys Platform Coverage
Phinsys Platform is a Insurance ERP solution from Phinsys.
Companies worldwide use Phinsys Platform, from small firms to large enterprises across 21+ industries.
Organizations such as Markel, Chaucer Group, Chaucer Plc, Ascot Underwriting and Signal Administration are recorded users of
Phinsys Platform for Insurance ERP.
Companies using Phinsys Platform are most concentrated in Insurance, with adoption spanning over 21 industries.
Companies using Phinsys Platform are most concentrated in United States and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Phinsys Platform across Americas, EMEA, and APAC.
Companies using Phinsys Platform range from small businesses with 0-100 employees - 20%, to mid-sized firms with 101-1,000 employees - 60%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 20%.
Customers of Phinsys Platform include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Phinsys Platform customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Insurance ERP.