Chicago, 60606, IL,
United States
Sikich
Sikich, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Sikich collaboration with software players such as Insurity, FieldAware and Microsoft empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Georgia Stern Insurance Agency United States | Insurance | 15 | $2M | United States | Insurity | Insurity Sure Policy | Insurance Policy Administration | 2023 |
In 2023 Georgia Stern Insurance Agency implemented Insurity Sure Policy within an Insurance Policy Administration deployment, going live on Insurity Sure MGA and Sure Billing-as-a-Service to centralize core policy and billing operations. The deployment targeted policy administration and underwriting workflows alongside managed billing capabilities, positioning Insurity Sure Policy as the platform for end to end policy lifecycle management.
The implementation configured core functional modules for policy issuance and administration, underwriting workflow support, and billing through Sure Billing-as-a-Service. Insurity Sure Policy was set up to handle policy data model configuration, endorsement and renewal processing, and automated billing orchestration consistent with Insurance Policy Administration functionality.
Sikich served as the system integrator for the deployment and led the technical rollout across Georgia Stern Insurance Agency operations in the United States. The Sikich engagement covered system configuration, go live coordination, and operational cutover activities to unify policy, underwriting, and billing processes on a single platform.
Governance and process changes focused on aligning underwriting and billing procedures to the new platform, with the solution documented as providing improved billing efficiency and an end to end policy management capability. Operational ownership moved toward centralized administration and platform based workflow control under the Insurity Sure Policy implementation.
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Georgia Stern Insurance Agency United States | Insurance | 15 | $2M | United States | Insurity | Insurity Sure Claims | Insurance Claims Management | 2024 |
In 2024 Georgia Stern Insurance Agency went live on Insurity Sure Claims as part of a broader adoption of Insurity Sure MGA and Sure Billing-as-a-Service to streamline underwriting, claims, and billing operations in the United States. The deployment uses Insurity Sure Claims within the Insurance Claims Management category to incorporate claims handling into the agency's MGA lifecycle alongside billing automation and underwriting workflows.
The implementation focused on core Insurance Claims Management capabilities including claims intake, adjudication, and end to end claim lifecycle management integrated with Sure Billing-as-a-Service for invoicing and receivables. Configuration work aligned policy and claims data models to MGA underwriting rules and set up automated correspondence and routing to support small agency operational patterns.
Sikich served as the systems integrator, managing configuration, testing and go live activities, and coordinating cutover across underwriting, claims, and billing functional teams. Operational scope covered Georgia Stern Insurance Agency's United States operations, consolidating policy administration, customer service, and claims processing workflows under the Insurity platform.
Governance and operational handover emphasized role based access controls and centralized claims workflow definitions to standardize adjudication and billing processes. The announcement cites a significant increase in billing efficiency following the go live, reflecting the combined use of Insurity Sure Claims and Sure Billing-as-a-Service in the agency's Insurance Claims Management and billing stack.
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Georgia Stern Insurance Agency United States | Insurance | 15 | $2M | United States | Insurity | Insurity Sure Billing | Time Tracking and Billing | 2023 |
In 2023 Georgia Stern Insurance Agency United States implemented Insurity Sure Billing as a Service alongside Insurity Sure MGA to centralize billing and policy administration for the MGA in the United States. The deployment used Insurity Sure Billing within the Time Tracking and Billing category to consolidate premium billing workflows and centralize invoice management for finance and policy administration functions.
Configuration concentrated on core billing workflows and policy level billing controls, aligning invoice generation, premium collections orchestration, and billing reconciliation processes with insurer and MGA rules. Insurity Sure Billing was configured to support insurer accounting ledgers, billing schedules, and policy transaction staging consistent with Time Tracking and Billing functional patterns.
Integration work focused on pairing Insurity Sure Billing with Insurity Sure MGA to keep policy administration and billing records synchronized, with Sikich delivering system integration, configuration, testing, and cutover services. The implementation was delivered as a cloud based service and covered finance and billing teams within Georgia Stern Insurance Agency United States, extending to the MGA operational scope in the United States.
Sikich led a phased rollout culminating in an early 2024 live date, with governance put in place to centralize billing operations and enforce policy administration workflows through consolidated process ownership. The deployment produced higher billing efficiency and reduced enterprise billing costs as stated by the implementation source.
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Suite | Insurance ERP | 2023 |
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Policy | Insurance Policy Administration | 2024 |
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Claims | Insurance Claims Management | 2024 |
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Consumer Packaged Goods | 30 | $3M | United States | FieldAware | FieldAware Platform | Field Service Management | 2017 |
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Manufacturing | 122 | $14M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations - Cash, Bank & Tax | Tax Management | 2020 |
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Aerospace and Defense | 250 | $70M | United States | Microsoft | Microsoft Dynamics 365 Marketing | Marketing Automation | 2022 |
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Aerospace and Defense | 250 | $70M | United States | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | 2022 |
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Buyer Intent: Companies Evaluating Sikich Services
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