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Treasury & Financial Control

Turn Complexity Into Clarity

Acclaim gives insurers tools to manage insurance funds across entities, currencies, and jurisdictions. Gain control over your financial operation with automated reconciliation, multi-currency treasury accounts, and compliance-grade audit trails built in.

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Treasury Dashboard

The Challenge

Challenges in Insurance Treasury Operations

  • Fragmented Fund Management

    Funds scattered across multiple bank accounts, geographies, and systems make it nearly impossible to get a complete picture of your financial position. Manual tracking leads to errors and delays.

  • Manual Reconciliation

    Limited transparency and manual reconciliation processes consume significant time and resources. Month-end close becomes a stressful, error-prone exercise that takes days or weeks.

  • Regulatory Complexity

    Fund segregation requirements, multi-jurisdictional compliance, and audit trail demands create constant pressure. Manual processes increase the risk of compliance violations.

  • Currency Exposure

    Operational inefficiencies in managing multi-currency balances expose you to FX risk and make it difficult to optimize cash management across different markets and currencies.

How It Works

Core Capabilities

  • Treasury account infrastructure

    Create and manage treasury accounts by entity, product line, or region to segment funds and streamline accounting.

  • Multi-Currency Management

    Hold, convert, and move funds across 90+ currencies with transparent FX rates.

  • Real-Time Visibility

    Monitor inflows, outflows, and balances across all accounts in one dashboard.

  • Automated Reconciliation

    Instantly match transactions to claims, premiums, or commissions without manual effort.

Real-World Applications

Insurance Use Cases

  1. 01

    Managing Claim Reserves Across Geographies

    Gain real-time visibility and control over claim reserves held across markets and currencies.
  2. 02

    Handling Commission Funds for Agents and Brokers

    Organize and manage commission balances by partner and region for automated, accurate disbursements.
  3. 03

    Segregating Product-Line or Partner-Specific Balances

    Use treasury accounts to clearly separate funds by product line or partner for cleaner accounting and compliance.
  4. 04

    Accounting for Premium Inflows and Payouts

    Automate tracking and matching of premium inflows and payouts to eliminate manual accounting work.

The Results

Measurable Benefits

  • Fund Consolidation

    Consolidate all funds into one system of record

  • Faster Month-End Close

    Accelerate financial close and audit readiness

  • Reduced Compliance Risk

    Strengthen compliance through transparent reporting

  • Real-Time Liquidity Insights

    Gain real-time liquidity and cash-flow insight

Get Complete Control of Your Insurance Funds

See how Treasury & Financial Control can transform your financial operations with complete visibility, precision, and compliance.
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