Sage accounting software for insurance

Drive growth with trusted financial insights

Gain a real-time view of performance across your organisation, so you can make confident decisions about where the business goes next.

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4x UKI Overall Partner of the Year

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Every system on one set of books

Running a business on legacy software can put a ceiling on growth. Limited visibility, disconnected systems and slow processes weaken strategic decision-making and leave you struggling to keep pace with regulatory change. 

Datel brings financial, premium and claims data together in Sage, giving you a trusted view of performance so you can make better decisions when they matter the most.

Do more with your finance team 

Every new product line brings more transactions to process, more data to reconcile, and more reporting to file. Datel harnesses Sage accounting software to automate repetitive tasks, freeing your finance team to analyse performance and guide the business forward.

Selecting the right technology is one thing, being prepared for it is another.

Take our online assessment to understand how prepared your organisation is to get maximum value from its next technology investment - and receive practical recommendations on where you can strengthen your digital readiness.

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More than a technology partner

Even the best accounting software will only deliver value if it fits the way your insurance firm works. By understanding your processes and growth plans, our accredited Sage experts help shape the right solution around the way your insurance firm operates.

But our support doesn’t stop at go-live. You’ll have a dedicated Customer Success Manager, ongoing guidance and knowledgeable support teams to help you get more value as your business evolves. . 

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The UK’s leading Sage partner

Frame 5708796

1000+

UK businesses supported

Manufacturing Page

60%

Customers who have been with us over 5 years

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50+

UK-based customer support professionals

helping-businesses

45+

years helping organisations succeed with Sage

Accounting software for growing insurers 

Whether you want to run finance and operations on one system or strengthen reporting across a group of companies, we’ll help you find the Sage solution that best fits your needs. 

Sage Intacct

Cloud financial management with ERP functionality, designed to take the manual work out of advanced finance processes. Sage Intacct for insurance firms shows income and claims costs by product line and consolidates new companies as your group grows.

  • Configurable dashboards for group and company reporting

  • Seamless integration with policy and claims systems

  • Integrated AI capabilities with Sage Copilot

  • Fast implementation that gets you live in as little as 8 weeks

Read the Sage Intacct handbook
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Sage X3

Full-scale ERP for insurance groups that run finance and operations from one platform, in the cloud or on-premises. 

Read the Sage X3 handbook
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Sage 200

Intuitive business management software for smaller insurers that want to unify finance, sales, and reporting. 

Read the Sage 200 handbook
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“The biggest piece of advice I would give is to take your time over the implementation. The longer you spend in the implementation stage, the less problems you'll have. Since going live with Datel, their product knowledge and the help and assistance they've given us has been invaluable.”

Peter Morgan, Financial Accountant, Volare Aviation

Read the case study

Power your potential with Datel

See how Sage's industry leading software and long-term strategic support from Datel can help your business achieve its ambitions.

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Frequently Asked Questions

What is the best Sage accounting software for my insurance company?

As a dedicated accounting and financial management solution, Sage Intacct is the best fit for most insurance companies. That said, the choice ultimately depends on several factors such as size, growth plans and reporting requirements.

Speaking to an experienced Sage partner, like Datel, helps you narrow down your options and find the best fit for you.

Does Sage integrate with policy administration and claims management systems?

It does. The software is designed to integrate with third-party systems, so premium and claims data flows straight into your accounts. Our Sage experts guide you through the integration process, ensuring everything works smoothly from day one. 

How does Sage help insurance firms meet IFRS 17 and Solvency UK reporting requirements?

Sage solution logs every posting and approval as they happen, creating a consistent audit trail. All reports run on live data, so you can produce the breakdowns required for IFRS 17 and Solvency UK returns. 

Does Sage handle multi-entity consolidation for growing insurance groups?

Yes. Sage brings every company you acquire into the same chart of accounts, so group totals update as each one posts transactions. Additionally, you can consolidate multiple companies in one go, rather than exporting balances and merging them one at a time.

How long does it take to implement a Sage solution for an insurance business?

Implementation time depends on your chosen solution and requirements. With Datel, a standard Sage 200 solution can be live in weeks, Sage Intacct in eight weeks, and Sage X3 in as little as four months.

Whichever one you choose, we break the project into clear stages to keep your project on track.