SAP Insurance One

The ERP solution dedicated to insurance companies and brokers, by Safir Consulting.

Designed to meet the specific challenges of the insurance sector, Insurance One is the ideal ERP solution for insurance companies and brokers looking to modernize their management. Integrated with SAP Business One and deployed by Safir Consulting, this solution centralizes your operations, automates your key processes, and helps you improve efficiency while staying compliant with regulatory requirements. Discover how Insurance One can sustainably transform your business.

SAP Insurance One

What is Insurance One ?

The insurance sector is undergoing profound changes, including digital transformation, stricter regulatory requirements, increasing customer expectations, and intense competitive pressure. To remain competitive and agile, insurers need robust tools capable of centralizing information, streamlining processes, and ensuring a high level of control. This is exactly what Insurance One offers, a comprehensive solution developed by Safir Consulting and integrated with SAP® Business One.

Specifically designed for insurance companies and brokers, Insurance One covers all business activities: underwriting, contract management, claims, finances, customer relations, and more. All within a single, intuitive platform, compliant with international standards (Solvency II, IFRS 17) and tailored to the realities of the African market.

Key features of Insurance One

Complete Insurance Contract Management

With Insurance One, you have a structured tool to manage the entire lifecycle of insurance contracts, from the issuance of proposals to their termination. Each contract is linked to its history, successive amendments, and the events that have impacted it.

  • Gain visibility into your portfolio.
  • Automate premium calculations, due dates, and commissions.
  • Simplify the document management associated with policies and supporting documents.

 

This centralized management ensures better data consistency, reduces the risks of manual errors, and improves the responsiveness of your sales and administrative teams.

 

Efficient Claims Management

Claims management remains a critical process in the insurance world. Insurance One allows you to track each claim from its receipt to its final settlement, with an integrated workflow system that ensures compliance with each step.

  • Each claims manager can access a clear view of the files assigned to them.
  • Validation and escalation rules are configurable according to your needs.
  • Real-time indicators help you identify pending files or high-risk claims.

 

This operational transparency leads to reduced processing times, better control over compensation costs, and an improved customer experience.

 

Integrated CRM for Precise Client Tracking

Insurance One includes a comprehensive CRM module that centralizes all interactions with your clients and prospects. This module allows you to:

  • Maintain a complete history of exchanges, contracts, claims, and follow-ups.
  • Plan and track your commercial or renewal campaigns.
  • Segment your client base to offer targeted and personalized offers.

 

With this 360° view, your sales and customer relationship teams have all the necessary information to anticipate insured needs, detect cross-selling opportunities, and build lasting relationships.

 

Web Portal and Guaranteed Connectivity

Insurance One includes a web portal designed to streamline communication between your company, your partners, and your clients.

  • Brokers can view the status of their contracts and commissions in real-time.
  • Insured clients can report a claim or track the progress of their file remotely.
  • Companies can exchange data with their partners via standard API connectors.

 

Moreover, the solution is already integrated with several major insurers such as Sonavie, Generali, AIG, and Groupama, greatly facilitating its adoption and integration.

Why choose Insurance One with Safir Consulting ?

A Solution Designed for Ground Realities

Insurance One is not a generic ERP. It was designed based on the practical experience of the insurance sector, with particular attention to the operational constraints of African companies and the specifics of their regulatory and commercial environment.

  • It adapts to local insurance products (health, auto, multi-risk, life, etc.).
  • It accounts for the multiplicity of distribution channels (agencies, brokers, mobile).
  • It simplifies regulatory reporting and internal audits.

 

Customized Support with Safir Consulting

Implementing an industry-specific ERP requires more than just software installation. It’s a transformation project. With Safir Consulting, you benefit from industry, technical, and methodological expertise.

  • Preliminary analysis of your current processes and needs.
  • Personalized configuration of Insurance One.
  • On-site or remote training for users.
  • Ongoing support and updates based on your growth and regulatory changes.

 

Looking to structure, automate, and secure your insurance management operations ?


Trust Insurance One and the expertise of Safir Consulting to take a decisive technological leap. Our teams support you throughout the project, with a pragmatic, collaborative, and results-driven approach.

Contact us for a demo or a personalized study.

Client Testimonial: SONAVIE

SONAVIE, an insurance company based in Mali, adopted Insurance One to modernize its entire information system. The result: faster claims management, increased data reliability, and better responsiveness to regulatory and commercial requirements. The SONAVIE experience perfectly illustrates the tangible impact of the solution on the performance of African insurers.

★★ Customers reviews ★★