Global Insurer: Anaplan for Finance

Prominent property and casualty insurer operating in 29 countries and economies around the globe with insurance product and services offerings for commercial and consumers.

Business Challenges

  • Siloed Business Processes – Knowledge of forecasting methodologies siloed and not consistent across the enterprise
  • Poor User Experience – Difficulties with user experience in current solutions and prior firm built solution that was not flexible and scalable
  • Manually Intensive and Time Consuming – Data sources were not consistent across entities & required offline processes and adjustments
  • Global Expansion – IT required defined architecture to support growth of Enterprise Performance Management (EPM) & Knowledge Management from NA to 13 other countries


  • Built out a scalable Anaplan solution to plan and report on the consolidated P&L, indirect Cash Flow and select capital components using leading best practices and expanding on the existing Anaplan environment
  • Integrated with General Ledger Actuals, Operational Metrics, and Reinsurance Data to automate the creation of Financial Statements and feed drivers into the consolidated planning process for Brazil and Asia
  • Leveraged existing Anaplan models to build out additional FP&A models for other countries with differing methodologies


  • Ease of Deployment – Reporting & Analytics, dashboards & metrics, EPM expansion, and global support
  • Foundational Systems and Technology – Able to support and scale information and application architecture to other business lines
  • Mobilized Key Stakeholders and Supported Critical Business Decision Making – Standardized information delivery and transformed data assets into digestible corporate information

Complimentary Discovery Briefing

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