Actuarial firms

ERP for actuarial firms

How AlibeeZ protects margin on statistical insurance consulting engagements

In the highly specialised world of statistical insurance consulting, actuarial firms face heavy constraints: complex deliverables, strict regulatory requirements, deep dependence on key skills and a constant need for responsiveness. Their model usually rests on fixed-price engagements, sometimes topped up with time-and-materials work.

  • Solvabilité IIIFRS and modelling
  • Forfaitcombined with occasional T&M
  • Jalonsdelivery and billing aligned

The challenges

The specific challenges of actuarial practices

Deploy scarce expertise

Your people’s expertise — modelling, Solvency II, IFRS — is the main asset. That still requires identifying and mobilising the right expertise at the right moment, mapping resources in real time against workload, anticipating troughs and seeing project profitability from the quote stage.

Steer fixed-price commitments

With a mixed model, rigour is essential: structure projects around delivery and billing milestones, capture time even on background work, feed timesheets in for time-and-materials engagements, and compare forecast with actual to adjust continuously.

Automate billing and administration

Invoices generated automatically from milestones, deliverables or time spent, contract clauses and penalties handled, integration with accounting tools and client ERPs, and purchases, dunning and orders tracked without manual work.

Centralise information, ease collaboration

One tool for project, HR, client and deliverable data. Avoid duplication, loss and entry errors, and smooth collaboration between technical, finance and leadership teams.

The answer

The advantages of an ERP built for actuarial work

A generic ERP does not carry the specifics of your work: hybrid models, strict regulation, fine-grained talent allocation and traceability requirements.

Strategic staffing

Intelligent allocation and a dynamic capacity plan.

Multi-model billing

Fixed price, T&M, milestones and timesheets in one flow.

HR and expertise tracking

Skills, certifications and engagement history.

Project and business dashboards

Profitability, utilisation and variance, continuously updated.

Broad connectivity

Accounting, CRM, HRIS and client ERPs.

Mobile access

Steering or entry remotely, on client site or at the office.

A few partners working with AlibeeZ

Sia PartnersZenikaSFEIRClever AgeActencyForsides FranceLa Home Sweet CompanyOnzeairDeepkiNewco PartnersCoexellCapteoIsilogLe BackyardActuelia

Benefits

Best practice for choosing and adopting an ERP

Prioritise combined fixed-price and T&M

A solution that handles both models natively, with no workarounds.

Check skills-based planning

The ability to allocate scarce expertise is the heart of the matter.

Ensure it integrates with your systems

HRIS, CRM and accounting must talk without re-keying.

Require regulatory configuration

A sector-aware ERP, not a base to be rebuilt from scratch.

Plan training and support

Adoption is decided in the first weeks of use.

Results

Concrete results for your actuarial practice

We understand the stakes: allocate resources intelligently, honour fixed-price commitments and deliver the service quality expected of you.

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  • Fewer unbilled periods.
  • Higher workload ratio.
  • Administrative time saved.
  • Better gross-margin forecasting.
  • Documentary compliance assured.
  • Higher client satisfaction.

FAQ

Frequently asked questions

Because value rests on a small number of scarce specialisms committed to fixed prices. That means modelling individual expertise, contractual commitment and consumed effort together — three dimensions a generic ERP handles poorly.

Let’s talk

Running an actuarial practice? See how AlibeeZ can become your operational backbone.

We understand the stakes: allocate resources intelligently, honour fixed-price commitments and deliver the service quality expected of you.