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, Microsoft and 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 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 MGA Policy | Insurance Policy Administration | 2024 |
In 2024 Georgia Stern Insurance Agency went live on Insurity Sure MGA Policy and Insurity Sure Billing-as-a-Service for its United States operations. The rollout positions Insurity Sure MGA Policy as the central Insurance Policy Administration platform for the managing general agent, consolidating underwriting, policy issuance, endorsements and renewals. The implementation was delivered by Insurity partner Sikich LLP and focused on operationalizing policy lifecycle and billing processes.
The configuration of Insurity Sure MGA Policy implemented underwriting rule configuration, policy management workflows, automated endorsements and renewal orchestration consistent with Insurance Policy Administration capabilities. Billing responsibilities were shifted to Insurity Sure Billing-as-a-Service to externalize premium invoicing, statement generation and receipt processing, aligning billing orchestration with policy events. For a 15 person MGA the implementation emphasizes lightweight automation and streamlined policy administration workflows to reduce manual processing.
Sikich LLP led a phased rollout across the MGA's U.S. underwriting, policy administration and finance functions, establishing new governance for policy change control and billing exception handling. The deployment scoped operational coverage to the MGA’s U.S. operations and included process redesign to support outsourced billing operations. The stated goals of the program are increasing operational efficiency and reducing enterprise billing costs.
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Georgia Stern Insurance Agency United States | Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Claims | Insurance Claims Management | 2024 |
In 2024 Georgia Stern Insurance Agency went live on Insurity Sure MGA Claims as part of a broader Sure MGA and Sure Billing-as-a-Service deployment. The U.S.-based implementation, announced in February 2024, positions Insurity Sure MGA Claims within the agency technology stack to address Insurance Claims Management alongside policy administration and billing workflows.
The implementation configured core policy administration capabilities together with Sure Billing-as-a-Service to centralize premium billing and account receivables, while Insurity Sure MGA Claims was instrumented to streamline claims intake and adjudication workflows. Functional modules implemented include policy administration, billing operations delivered as a service, and claims processing capabilities surfaced through the Sure MGA suite.
Sikich served as the system integrator for the deployment and coordinated integration work to connect the SaaS billing service and MGA platform to the agency operational environment. The deployment structure used Insurity’s managed billing service to offload enterprise billing execution, while the Sure MGA stack provided the application layer for policy and claims orchestration across underwriting, billing, and claims handling teams.
Governance and rollout focused on consolidating billing and claims workflows under the Sure MGA and Sure Billing-as-a-Service configuration, with Sikich supporting cutover and operational handoff. Insurity states the go live delivered increased operational efficiency, improved billing performance, and reduced enterprise billing costs for Georgia Stern Insurance Agency, with direct impact to policy administration, billing operations, and claims processing.
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure Policy | Insurance Policy Administration | 2023 |
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure Billing | Time Tracking and Billing | 2023 |
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Insurance | 15 | $2M | United States | Insurity | Insurity Sure MGA Suite | Insurance ERP | 2023 |
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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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Aerospace and Defense | 250 | $70M | United States | Microsoft | Microsoft Teams | Audio Video and Web Conferencing | 2022 |
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Aerospace and Defense | 250 | $70M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2022 |
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Buyer Intent: Companies Evaluating Sikich Services
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