Microsoft Cloud for Insurance & Superannuation
APRA aligned. Member focused. Built for trustees and boards.
Australian insurers, superannuation funds, and wealth managers face a unique combination of regulatory pressure, member expectations, and operational complexity. APRA prudential standards govern everything from information security to operational resilience, while members and policyholders expect modern digital experiences and transparent communication.
Evocate builds Microsoft platforms that satisfy your regulators, your trustees, and your members.
What We Deliver for Insurance & Superannuation
Microsoft 365 for Funds and Insurers
Microsoft 365 environments configured for the specific needs of super funds and insurance companies: sensitivity labels for member data, information barriers between investment and administration teams, retention policies aligned to trustee obligations, and collaboration tools that support distributed investment committees.
Azure for Operational Resilience
Azure infrastructure designed to meet CPS 230 operational resilience requirements: disaster recovery with defined tolerance levels, business continuity testing capabilities, and monitoring that provides the reporting trustees and boards need.
See Azure.
Dynamics 365 for Claims and Member Management
CRM and workflow solutions for insurance claims management, member enquiry handling, complaints management (aligned to RG 271), and adviser relationship tracking. Built with audit trails and regulatory correspondence management.
See Dynamics 365.
SharePoint for Trustee and Board Governance
Secure SharePoint environments for board papers, investment committee documents, compliance reporting, and policy management. Configured with appropriate access controls, versioning, and retention for trustee governance obligations.
See SharePoint.
Power BI for Fund Reporting
Reporting dashboards for fund performance, member demographics, claims analytics, and regulatory reporting. Connected to your data sources with appropriate access controls and scheduled refresh.
See Power BI.
Compliance Frameworks We Work Within
- APRA CPS 234: information security for RSE licensees and insurers
- APRA CPS 230: operational resilience requirements for funds and insurers
- APRA SPS 515: strategic and operational planning for super funds
- ASIC RG 271: internal dispute resolution and complaints handling
- Privacy Act 1988: APPs compliance for member and policyholder data
- SISA/SISR: Superannuation Industry (Supervision) Act compliance
- Life Insurance Act / Insurance Act: regulatory obligations for insurers
Why Insurance & Super Organisations Choose Evocate
- Australian owned and operated with data sovereignty across all Microsoft workloads
- Microsoft Partner and Cloud Solution Provider Tier 1: direct relationship, no intermediary markup on licensing
- Deep understanding of trustee obligations, board governance, and APRA reporting requirements
- Proven methodology: our EVOLVE framework delivers the governance documentation trustees expect
- 186 organisations served since 2009 across regulated and complex industries
Start the Conversation
Contact us to discuss your fund or insurance technology requirements, or call 1300 386 228 to speak with a consultant who understands APRA-regulated environments.
Industry Challenges
- APRA and ASIC regulatory compliance
- Operational resilience and disaster recovery
- Data sovereignty and information security
How Evocate Helps
- Compliant cloud migration to Microsoft 365
- Azure for secure infrastructure and resilience
- Purview for regulatory compliance
Trusted by 186 organisations across Australia
One conversation. The whole Microsoft platform.
Tell us what you are working on and we will map the right next step, whether that is consulting, licensing, managed services, or all three.
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