AGIA Affinity Transitions to NetSuite Following DOXA Insurance Acquisition

AGIA Affinity Transitions to NetSuite Following DOXA Insurance Acquisition

Terillium seamlessly integrates AGIA Affinity into DOXA Insurance’s NetSuite environment post-acquisition

The Client

AGIA Affinity, a DOXA Insurance Company, is a leading marketer, administrator, and provider of diversified insurance and service solutions.

DOXA, a long-time NetSuite customer, is transitioning many of its subsidiaries to their NetSuite platform. AGIA was one of the first subsidiaries Terillium helped migrate.

AGIA Affinity needed to:

  • Migrate to a modern platform
  • Streamline data and automate manual processes
  • Integrate with the DOXA Insurance NetSuite environment
  • Implement a custom integration with a third-party system, MarMind

The Challenge

AGIA Affinity’s legacy system was outdated and inefficient, requiring a comprehensive migration to the NetSuite platform after DOXA’s acquisition

Terillium provided:

  • A single source of truth providing DOXA greater detail and visibility into their subsidiary, AGIA
  • Integration of new requirements and data into an already live NetSuite environment
  • Streamlined organizational segmentation structure for flexible reporting
  • Elimination of redundant steps and workarounds by taking advantage of NetSuite’s flexible business logic and customizability
  • In-depth reporting analysis for making key business decisions

Our Solution

Terillium provided a comprehensive migration solution, ensuring the project delivered value to AGIA and DOXA.

The benefits include:

  • Enhanced Financial Reporting: NetSuite’s financial segmentation and reporting functionality enable AGIA to capture detailed financial information that was previously managed by multiple systems.
  • Increased Efficiency: AGIA drastically reduced the time spent on labor-intensive project accounting transactions by leveraging NetSuite’s flexible business logic and customizability.
  • Cost Savings: Streamlined processes and improved reporting capabilities save considerable time and resources, translating to financial savings.
  • Improved Customer Service: AGIA can now provide clients with more relevant information on invoices and statements.
Terillium's NetSuite team has been instrumental in guiding us through our integration projects and support partnerships. They have proven to be a dependable partner to DOXA and our subsidiaries. We look forward to continuing our partnership with Terillium as we transition our other subsidiaries to the NetSuite platform to ensure an efficient financial management system across all our operations.
Kevin Wall
CFO of DOXA Insurance
Unified Financial ManagementNetSuite consolidated AGIA's financial data, streamlining insights from multiple systems into one unified platform.
Streamlined Accounting ProcessesNetSuite's flexibility reduces AGIA's project accounting time, enhancing efficiency and customization.
Better Reporting CapabilitiesNetSuite provides in-depth reporting analysis for making key business decisions
IndustryInsurance
ProductsOracle NetSuite - General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets

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