Presenters: Alistair Harold, Co-Founder & CEO – Grappler and Jordan Urry, Group Chief Financial Officer – Delta Insurance

Audience
Underwriting Agencies

Presentation Summary
Growth is great, until your people and processes can’t keep up. In this practical session, Alistair Harold (Co-Founder of Grappler) and Jordan Urry (Group CFO, Delta Insurance) share how Delta transformed credit control and reconciliation to support 20% year-on-year growth without growing its finance team.

You’ll learn why policy systems aren’t designed to solve this problem, what to expect from a modern insurance settlement solution, and how Delta reduced a four-week reconciliation cycle down to just one – freeing up their finance team to focus on high-value work like forecasting, reporting, and supporting the wider business.

Learning objectives

• Understand the operational challenges created by growth and legacy reconciliation processes
• Learn how growth can expose weaknesses in manual finance processing and the downstream impact this can have on reporting, forecasting, and compliance.
• Evaluate the limitations of traditional policy systems in managing credit control and reconciliation
• Gain insights on why policy systems are not purpose-built to handle the nuances of the insurance back office and what this means for finance teams.
• Explore the role and benefits of a specialised insurance accounting and settlement platform
• Learn how purpose-built automation technology can streamline reconciliation, improve audit readiness, and reduce operational overheads.
• Learn from a real-world case study (Delta Insurance)
• Hear how Delta addressed these challenges and transformed their finance function to support their business growth goals

Registrations: https://events.teams.microsoft.com/event/4bbf5b61-5ade-4861-a7ad-c09da37a0330@6d96f8f2-00e8-4ea1-9ba7-fd86f83ec1b3