Brotherhood Mutual: Anaplan FP&A Forecasting

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Brotherhood Mutual is a robust insurance company offering property and liability coverages for more than 65,000 religious organizations and related ministries. Its insurance and risk management resources are utilized in 47 states across Continental USA.

Business Challenges

  • Offline Insurance & Reinsurance Forecasting – The legacy budgeting solution provided little visibility and functionality related to Insurance & Reinsurance forecasting.
  • Scalability for M&A – Current business practices do not allow for scalability as the organization grows. Specifically, the legacy budgeting solution did not allow for flexibility for the Brotherhood Affiliates group to plan in a solution while undergoing M&A activities.
  • Data Granularity – Significant business need for the ability to analyze granular policy & claims data while planning.


  • Insurance & Reinsurance Forecasting – Digitally transformed business using GL, AP, Fixed Assets, and Cash Management modules along with an Oracle PaaS interface platform
  • Connected Planning Across Corporate & Affiliates – One source of truth for budgeting and forecasting across Brotherhood Corporate and Affiliates teams.
  • Self Service Reporting – Cost Center and budget owners enabled to view self-service variance reporting, with correlating and supporting actuals and budget information.
  • Long Range Forecast – 10 year P&L, BS, and CF based on CY Budget and forecast drivers.


  • Budget Accountability – Cost Center and LoB owners able to include commentary around Budget vs. Actual variance.
  • Connected Planning – Connecting the Corporate, Affiliates, HR, and Insurance forecasting teams on one source of truth for budget and forecast.
  • Strategic Planning – 10 year financial statement forecasts allow for strategic planning.
  • Visibility to Insurance Data – Ability for planners to view historical premiums and claims data while top-line underwriting income.

Complimentary Discovery Briefing

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