Simplify All Your Reconciliations and Master Compliance

All Your Financial Flows Reconciled and Secured

Navigating Strict Regulations & Managing Complex Processes

Compliance & Regulations

IFRS 17, Solvency II, SOX requirements, or CASS compliance—insurance companiesface stringent regulations, making financial compliance control arduous and riskmanagement challenging. Strengthen your control processes with a precise, reliabletool featuring automated reporting for seamless compliance.

Foreign Exchange Variances

Easily manage exchange rate variances by uploading up-to-date exchange rates directlyinto the platform. Create personalized dashboards to monitor variances and speed upyour closing processes, focusing on analysis and resolution.

Financial Closing

With the XCERT solution, automate account certification, simplify reporting production,and streamline validation and control processes—all in one place.

Flexible ETL

Integrate data from diverse sources, currencies, and formats into a flexible ETL that standardizes entries, transforms, and enriches data while giving you full control overcategorization.

Complex Processes & Reconciliations

Insurance brokers, underwriters, and reinsurers deal with intricate financial processesand reconciliations. Centralize all operations within a single tool offeringcomprehensive visibility.

Transparency & Reputation

Gain full audit trails and data history. Manage sensitive information securely on aunified platform that centralizes all operations, from policy issuance to claimsprocessing. Detect fraud effortlessly and ensure credibility and compliance—all in oneplace.

Trusted by Leading Insurance Companies

CALIXYS provides GENERALI France with expert advice and solutions for financial and
accounting data reconciliation. We successfully automated a large number of
reconciliation processes.

Christophe PRIVAT

Commission Management Manager, GENERALI

Des solutions adaptées au secteur de l’assurance

Réconciliation des réserves &réconciliation des provisions techniques

Garantissez votre crédibilité et assurez la confiance de vos clients en automatisant la réconciliation des réserves et des provisions techniques. Vous obtenez une vision quotidienne de vos capacités de couverturedans une vue actualisée et personnalisée.

Réconciliation des primes et des polices

Gérez & vérifiez vos paiements et souscriptions en un seul clic. Obtenez une vision précise de votre activité et une base solide pour la prise de décision.

Réconciliation des commissions

Courtiers d’assurance, agents ou réassureurs, partenaires & sous-traitants, sortez de l’enfer de la réconciliation des commissions. Il y a bien plus efficace qu’une feuille de calcul pour gérer des processus aussi complexes. Une solution puissante et automatisée pour gérer vos opérations quel que soit le volume, le nombre de partie prenantes, la complexité ou la source des données.

Réconciliation des réclamations

Assurez-vous que toutes les réclamations sont correctement documentées et traitées et que vous répondez à chaque obligation contractuelle en créant un process de réconciliation des réclamations clair, efficace et fiable.

Tailored Solutions for the Insurance Sector

Reserves & Technical Provisions Reconciliation

Enhance your credibility and build client trust by automating the reconciliation of
reserves and technical provisions. Gain a daily, customized view of your coverage
capabilities.

Premiums & Policies Reconciliation

Manage and verify payments and subscriptions with a single click. Achieve a preciseoverview of your operations and a strong foundation for decision-making.

Commissions Reconciliation

Whether dealing with brokers, agents, reinsurers, partners, or subcontractors, escapethe complexities of commission reconciliation. Replace spreadsheets with a powerful, automated solution capable of handling any volume, stakeholder network, or datacomplexity.

Claims Reconciliation

Ensure all claims are accurately documented and processed while meeting everycontractual obligation. Create a clear, efficient, and reliable claims reconciliationprocess.

XREC, la plate-forme complète pour gérer tous vos rapprochements de bout en bout