Planning, Budgeting and Forecasting for Insurance
Key benefits 
  • Reduce lead time when processing plans and forecasts

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  • Increase ownership of the financial planning process with a business self-service model

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  • Drive a collaborative “big picture’’ with connected plans across finance, sales, risk, actuarial, and HR

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  • Maintain a good balance between agility and financial control

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  • Seamless alignment between top-down and bottom-up plans

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  • Gain agility with “what-if” scenarios, simulations, and collaboration across departments and business unit leaders

  • Jumpstart time to implement through prebuilt content for underwriting P&L planning and forecasting

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