ERP for Actuarial Society: How Alibeez secures the profitability of statistical insurance advice missions
In the highly specialized sector of statistical insurance council, actuarial companies face high constraints: complex deliverables, strict regulatory requirements, high dependence on key skills and the need for constant reactivity. Their model is often based on package missions, sometimes supplemented by management services, which requires fine management of resources, time and commitments. A ERP for Actuarial Society allows you to centralize data, optimize planning and make projects profitability. Software such as Alibeez is the job solution designed to support firms in their operational performance.
Specific challenges of actuarial office
Promote rare skills
The expertise of your employees (modeling, solvency II, IFRS, etc.) is your main asset. It is still necessary to be able to:
- Identify and mobilize good expertise at the right time.
- Cartographing resources in real time according to their charge and availability.
- Anticipate the hollows of activity and optimize the load plan.
- View project profitability from the quote phase.
Pilot projects with a lump sum engagement
- Structure projects around delivery and invoicing milestones.
- Follow the time spent even on the tasks in the background.
- Integrate CRA for management missions.
- Compare the forecast and made it to adjust continuously.
Automate billing and administrative tasks
- Automatic generation of invoices according to milestones, deliverables or time spent.
- Management of contractual clauses and penalties.
- Integration with accounting tools and customer ERPs.
- Monitoring of purchases, reminders and orders without manual intervention.
Centralize information and facilitate collaboration
- A single tool for your project, HR, customers and deliverable data.
- Avoid duplicates, losses or errors of entry.
- Fluid collaboration between technical, financial and management teams.
- Sharing good practices, internal innovation, facilitated communication.
The advantages of an ERP for acuarial society
A generic ERP does not include the specifics of your activity: hybrid models, strict regulations, fine allocation of talents, traceability requirements.
An ERP designed for technical professions offers:
Integrated management:
- projects, HR, invoicing and monitoring in a single environment.
- A strategic vision: Dashboards on profitability, load, gross margin.
an optimized interservices collaboration.
a reduction in repetitive tasks and re -entry errors.
Some partners who work every day with Alibeez
Best practices to choose and adopt an ERP in a actuarial office
- Priorize a solution adapted to combined package and management projects;
- Check planning and skills allowance capacities;
- Ensure fluid integration with existing tools (SIRH, CRM, account);
- Demand an ERP oriented business with integrated regulatory settings;
- Provide rapid training and sectoral support for adoption.
Alibeez key modules for actuaries
Staffing Strategic
Intelligent allowance, dynamic load plan
Billing multifaceted
Package, management, milestones, CRA.
HR monitoring & expertise
Skills, certifications, history history.
Project and business dashboards
Profitability, tace, differences.
Expanded connectivity
Accounting, CRM, SIRH, ERP Customer.
Mobile accessibility
Remote control or entry.
Concrete results for your actuarial office
- Reduction of unmarked periods
- Improvement of the load rate
- Administrative time saving
- Better forecast for gross margin
- Documentary conformity guaranteed
- Best customer satisfaction
Are you a actuarial office? Find out how Alibeez can become the operational pillar of your office.
Our business expertise goes beyond a simple tool.
We understand your challenges: intelligently affect resources, respect your flat -rate commitments, and guarantee the quality of service expected by your customers.
Discover the specifics of our solutions for:
FAQ
Why does a actuarial company need a specialized ERP?
The ESNs have different and specific needs to which a generic ERP does not always meet. A specialized ERP incorporates several modules adapted to the operation in management.
How does an ERP optimize the occupancy rate of the teams?
The ESNs have different and specific needs to which a generic ERP does not always meet. A specialized ERP incorporates several modules adapted to the operation in management.
What are the essential functions?
The ESNs have different and specific needs to which a generic ERP does not always meet. A specialized ERP incorporates several modules adapted to the operation in management.
How long to be operational?
The ESNs have different and specific needs to which a generic ERP does not always meet. A specialized ERP incorporates several modules adapted to the operation in management.
What benefits for a actuarial office?
The ESNs have different and specific needs to which a generic ERP does not always meet. A specialized ERP incorporates several modules adapted to the operation in management.