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 FieldAware, Insurity 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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Generator Systems LLC | Consumer Packaged Goods | 30 | $3M | United States | FieldAware | FieldAware Platform | Field Service Management | 2017 |
In 2017, Generator Systems LLC implemented FieldAware Platform as its Field Service Management solution to streamline scheduling, dispatch and field work-order capture for operations based in Akron, Ohio, United States. The deployment of FieldAware Platform was explicitly intended to centralize job data and to integrate work-order information with NetSuite to align field activity with finance processing.
The implementation focused on core Field Service Management capabilities including scheduling, dispatch, mobile field work-order capture and work-order lifecycle management, configured to support technician workflows and real-time job status updates. Configuration emphasized job data standardization for downstream financial reconciliation and billing, consistent with FieldAware Platform functionality for mobile and back-office coordination.
Integrations were implemented between FieldAware Platform and NetSuite to transfer job and transaction data into finance systems, enabling Finance to access field-generated invoices and transaction records. Operational scope covered field operations and Finance at Generator Systems LLC in Akron, and Sikich is documented as the implementation partner responsible for system integration and rollout activities.
Governance and process changes aligned scheduling and billing workflows, with the rollout delivering measurable operational outcomes as reported by the customer, including a 17 percent increase in schedulable hours and Finance processing twice as many transactions with the same staffing level.
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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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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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Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Claims | Insurance Claims Management | 2024 |
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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 Suite | Insurance ERP | 2023 |
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure Policy | Insurance Policy Administration | 2023 |
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Aerospace and Defense | 250 | $70M | United States | Microsoft | Microsoft Dynamics 365 Customer Insights | Customer Data Platform | 2022 |
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Professional Services | 500 | $70M | United States | Microsoft | Microsoft Dynamics 365 Field Service | Field Service Management | 2020 |
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Professional Services | 3000 | $700M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2017 |
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Buyer Intent: Companies Evaluating Sikich Services
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