Insurance

Adapt quickly. Protect your profitability.

AI-infused scenario planning and analysis solutions for the insurance industry.

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4/5 top life and annuity insurers plan with Anaplan

Anaplan
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Proof is in the numbers

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250+

financial services customers around the globe

Up to 40%

increase in planning team productivity

Up to 50%

less time needed to create P&L statements

Accelerate planning for faster and proactive risk management

Disconnected planning slows your response to market shifts, hurting your combined operating ratio, expense ratio, and ROE. Enhance agility with a platform that aligns claims management, investments, and operations to reduce risk and drive sustainable growth.

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From finance and workforce to sales and marketing, our solutions have you covered and connected

Improve organizational agility and performance by breaking down silos across your company’s critical business functions.

Financial planning and analysis (FP&A)

Unify your corporate and business unit finance teams on a single platform to align strategic, financial, and operational drivers.

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Revenue planning

Plan and forecast premiums across distribution channels, fees and services revenue, and investment income at a granular level to enhance decision-making.

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Expense planning

Plan and forecast claims and servicing costs, sales and distribution costs, and other OpEx items based on the revenue plan. Create transparency around corporate cost allocations.

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Capital planning

Forecast your balance sheet across various scenarios by modeling claims liabilities (reserves) and capital ratios using inputs from actuarial forecasting – all while helping ensure regulatory compliance.

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Premium modeling

React to market volatility with real-time modeling to ensure premiums are set effectively across all business dimensions and drill down into transactional details.

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Reserving

Make more informed, data-driven decisions about loss reserve to improve financial forecasting and ensure regulatory compliance.

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Net investment income modeling

Enable precise forecasting and analysis of investment returns and risks to optimize asset allocation and support regulatory compliance.

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Financial consolidation and reporting

Transform your regulatory processes, consolidation, and financial reporting with our scalable, no-code platform designed for business users.

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Financial consolidation

Streamline processes, ensure precise consolidation, and eliminate manual errors for confidence and trust.

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Disclosure management

Ensure compliance, simplify financial and narrative reporting, and produce accurate and timely disclosures.

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Financial reporting

Take Excel to another level with Anaplan XL Reporting for fast, flexible, intuitive technology designed for business users.

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Sales and marketing

Create a modern and connected sales and distribution team to enable effective go-to-market planning and execution.

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Incentive compensation management

Quickly create and optimize incentive compensation plans – including variable incentives and employee bonuses – that drive growth and align with your corporate goals.

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Marketing performance management

Maximize your impact by strategically aligning your budget with real-time revenue insights and audience engagement metrics to drive better marketing performance.

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Agency performance management

Align agents with corporate objectives by managing growth from top-down plans to agent-level policies.

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HR and workforce

Gain insights into your workforce dynamics and costs, enabling you to optimize your workforce for both current needs and future growth.

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Workforce capacity planning

Develop accurate forecasts for your contact center and front- and back-end office operations. Assess labor trends in relation to transaction volumes to avoid under- and overstaffing.

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Operational workforce planning

Align your plan to hire process with budgets and growth projections, ensuring flexibility for each business unit while minimizing budget variance.

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Strategic workforce planning

Align your workforce with your long-term business strategies (including AI and automation). Identify future talent gaps and assess costs and changes to your talent strategies and programs.

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Why do leading insurers choose Anaplan?

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50% less time needed to create P&L statements
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75% fewer financial planning solutions reduce TCO
Markel

60% reduction in time taken to complete the planning cycle

30-day lag in sales data eliminated
RSA

50% workforce planning productivity improvement
Legal & General

Legal & General significantly decreases time spent gathering financial metrics

Featured resources

Best practices and valuable insights to help you drive growth and minimize risk in today’s volatile insurance landscape.

On-demand session

Leveraging Anaplan to enable our Expense Transformation

On-demand session

From initial stages to ICM excellence – Driving performance at scale
Anaplan

Datasheet

Financial planning transformation for insurance
Anaplan

Blog

Revolutionizing insurance planning and forecasting: A new era of profitability

On-demand session

Closed-loop headcount planning for agility and resilience
Anaplan

Blog

How can insurers plan for the next “big storm”?

Discover the platform insurance leaders trust.
Be the next.

250+ financial services firms rely on Anaplan to build a modern, connected enterprise. Shouldn’t you?

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