UniVista Insurance specializes in providing affordable and innovative insurance solutions
throughout South Florida for over 10 years. Whether it is auto, home, commercial property, life,
health, or annuity products, UniVista allows their costumers to prepare and protect their life. One
of the company values is to build lifelong relationships by delivering not only affordable insurance
but also personalized services.
Demographics
- Industry | Financial Services
- Headquarters | Miami, FL
- Founded | 2006
- Employees | 300+
- Existing ERP | QuickBooks
- Other Systems | Bill.com, MS Excel,
QuickPay, Banking, PowerBI
NetSuite Solution
- NetSuite | SuiteSuccess FinancialsFirst STD
- Modules | Record to Report, AP Invoice to
Pay, SuiteAnalytics Connect
- Interfaces | Banking, Amex, QuickPay,
Bill.com, Proprietary Operating System,
Power BI
Sales Team
- NetSuite | Connor Ostrowski, Marta Budzikowska
- Caravel | Scott Curry, Caila Cohen
Implementation
- Methodology | SuiteSucces + Optimization
- Approach | UniVista will deploy NetSuite in
a single-phase with core functionality going
live in month 5 and integrating to various 3rd
party systems in phase 1.
