Sales across several insurance companies, complex financial processes, commissions, and broker collections: insurance brokers juggle daily between clients and insurers.
_Incorrect payment files or missing contract numbers can halt processes.
Together, we develop a system in which processes interlock seamlessly. We intelligently connect financial and document management, clearly structure data flows, and ensure transparency. We create clear evaluations, smart automations, and effective workflows that give you more freedom – for consulting, customer proximity, and sustainable growth.
Control your entire incoming and outgoing invoice processing, including ERV and DMS.
Automate collections and manage mandates in an audit-proof manner.
Control multi-level dunning runs, including deadlines and exceptions, ensuring the stability of your cash flows.
Separate transitory items from sales revenue and correctly display commission and fee settlements.
Import bank statements, reconcile payments for contracts and claims, and take into account differing references.
Manage multiple clients, including intercompany, consolidation, and standardized financial statements.
Analyze contribution margins by lines of business, client, or broker group to make fact-based decisions.
Use verified processes, audit trails, and clean document chains to prepare your financial statements.
Visualize premiums, commissions, claims quotas, and claim statuses in real time so that you can respond promptly to critical changes.
Compare payments and claims and clarify differences promptly.
Automatically and transparently log changes, approvals, and payments for internal controls and external audits.
Store-level approval processes based on amount, role, and risk.
Automatically assign tasks if payments are not made, documents are incomplete, or deadlines are approaching.
Inform clerks about critical events directly in the system.
Offer your policyholders or corporate customers self-services for reporting claims, uploading documents, and managing contract data.
Control access rights by function, client, and role – GDPR-compliant and traceable.
File documents in a structured way with automatic assignment to contract, claim, or customer.
Manage employee data, such as contracts or qualifications, centrally and in compliance with data protection regulations.
Fill vacancies efficiently with a digital application process that includes skills screening.
Provide a digital portal where employees can, for example, request leave or access their payslips – simply, securely, and on the move.
“It’s a good feeling to know that high transaction volumes are processed securely, even within tight timeframes. When everything runs smoothly—from billing to reporting—it becomes clear just how important stable processes are. That’s exactly when I’m reminded why I do this job: because people need to be able to trust processes that work.”
Claudia Köttgen
Senior Consultant, Arineo GmbH
As a foundation company with permanent teams, we are geared towards maximum continuity over the entire duration of the project. You benefit from constant contact persons, short coordination channels – and convincing results.
Consistent teams, long-term support
Our experts understand the special finance-related requirements of the brokerage business. Together, we develop customized systems that optimally support your processes, teams, and policyholders.
As a Microsoft Solutions Partner with a deep understanding of processes and strong partnerships, we support you in the cross-channel digitalization of your processes.
Whether you have an initial project idea, specific questions or would like a live demo – we will make time for you. Arrange your personal meeting now.
Add-on
Arineo.ASP automates the processing of payment provider and bank transactions. Our add-on for Microsoft Dynamics 365 centralizes bank transaction records and routes them to the correct processes using intelligent search algorithms. With Arineo.ASP, unsettled accounts, returned direct debits, and collective payments are handled efficiently – and duplicate payments are also reliably detected.
Workshop
More efficient. More connected. Future-proof.
Learn how digital technologies can make your production and logistics processes more efficient. In our compact workshop, we identify optimization potential together and show practical solutions for your industry.
Arineo – your multi-award-winning Microsoft partner
Microsoft Dynamics 365
Fast Track Portfolio Partner
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