BI360 Suite for Insurance

Complete visibility,  complete control

Powerful Insurance Reporting, Budgeting and Dashboards

Improve cost control and performance with a complete BI suite to help manage budgets, financials and metrics for monthly reporting, sales, marketing programs, and claims.

Robust reporting. Collaborative budgeting. Consistently correct data.

BI360 gives insurance companies full business intelligence capabilities, including budgeting and forecasting for different business units and insurance products. Modern financial and operational reporting helps control costs, measure profitability and consolidate operations. Current and accurate information is critical in today’s insurance industry. BI360 can provide the detailed information executives need to proactively run their business and improve performance and product margins.

BI360 can be deployed to finance and accounting teams as well as to operating departments to provide insight and to automate:

  • Dashboards with insurance metrics and benchmarking
  • Organization-wide budgeting and forecasting, including for revenues, operating expenses, capital purchases, and cash flow
  • Microsoft Excel- and web-based reporting and consolidations
  • Data warehousing that can combine financials, payroll information, claims data and more

With BI360, insurance companies will be able to:

  • Improve decision-making and control through self-service business intelligence
  • Automate budgeting, forecasting, financial reporting and consolidations, as well regulatory reports
  • Reduce costs and improve administrative business processes
  • Identify trends, track progress and continuously evaluate performance
  • Optimize staffing levels
  • Track customer satisfaction and assess product needs
  • Increase accountability
  • Engage department heads and product managers in setting goals
  • Develop focused strategies


Solver and our global partner channel will assist with BI360 implementations and long term support to aid insurance managers in monitoring performance and in meeting targeted goals and objectives.

  • Improve decision-making and control through self-service business intelligence
  • Automate budgeting, forecasting, financial reporting and consolidations, as well as regulatory reports
  • Reduce costs and improve administrative business processes
  • Identify trends, track progress and continuously evaluate performance
  • Optimize staffing levels
  • Track customer satisfaction and assess product needs
  • Increase accountability
  • Engage department heads and product managers in setting goals
  • Develop focused strategies


Solver and our global partner channel will assist with BI360 implementations and long term support to aid insurance managers in monitoring performance and in meeting targeted goals and objectives.


Technology Overview

BI360 is a modern, modular Business Intelligence Suite that can be managed by business users:

  • BI360 end user modules for Reporting, Budgeting and Dashboards
  • BI360 Data Warehouse for rapid implementation storage of any kind of financial and operational data
  • Microsoft platform including SQL Server, Excel and Web interfaces
  • Mobile apps for Apple and Android-based devices
  • Pre-built integrations to all Microsoft Dynamics ERPs, Sage ERPs, SAP Business One, Acumatica, Intacct, Netsuite and Salesforce, as well as other popular systems
  • Cloud and on-premises deployment options