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Case Study: Insurance


Distributed Work Teams

When corporate finance and accounting teams are working from home, traveling or otherwise disbursed, FYIsoft keeps you in control of financial reporting – from anywhere, at any time.

Customer Viewpoint: Success in Crisis

The demand for fast, accurate financial reports never stops. In fact, it escalates during uncertain times. Learn from our customer's success: getting the job done may be easier than you think.

My Story

“We switched to FYIsoft years ago and looking back – what a life saver that was. Now with everyone working remotely in different locations, having the ability to get everyone the reports they need, and FAST, is even more critical. 

Before FYIsoft, our reports used to take hours to run and get them sent to all the right people. The ad-hoc reports that are being requested now – they would not have been possible. With FYIsoft, we can run any report that’s needed in an instant. The distribution lists are ready to go so it’s literally a click of a button and everyone gets their accurate reports delivered through a web link.

But it’s not just accessing and getting the reports out. Everyone who relies on those financial statements needs to be able to use and understand them without having to rely on finance.

FYIsoft has a great drill-down capability that has been so valuable. As our managers review their reports online, if something does seem right or they have questions about an account balance, they simply click on that account and it expands to show them all the transactions behind it – even the invoices. 

For example, one of our managers just had a question about a big marketing expense last quarter. Rather than stopping by my office or calling me to ask, he could see the vendor invoices right from his home office (and then of course remembered the trade show his team attended). 

For us, I think these times would be very difficult without FYIsoft. We were so used to working in our offices together that we didn’t even notice how awesome these features are. But now I can honestly say that from our financial reporting standpoint, our work has not suffered one bit. We have lots of other challenges right now, but reporting isn’t one of them.”

FYIsoft for Insurance

With an easy GL integration, you'll gain the ability to consolidate, create and distribute all your financials in seconds, with 100% accuracy. Discover why these insurance companies and more rely on FYIsoft for easier financial reporting, analytics and budgeting.

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Customer Success

“Our accounting department no longer has to spend hours sending out financial statements and answering questions. FYIsoft enables us to auto-burst financial reports to specific people based on function or department.

We were (previously) spending too much time generating and distributing reports. FYIsoft has made our lives much easier.”

-Scot Moore, EVP, Lighthouse Property Insurance Corp.

Lighthouse Property Insurance

On-Demand Reporting, 24/7

With distributed finance and field teams, see how this insurance company saves time and gains 24/7 access to financial from any device.

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