Financial planning with business self-service model

Collaborative decisions across various departments

Balance between agility and financial control

Seamless alignment between top-down and bottom-up plans

Gain agility with “what-if” scenarios

Planning and forecasting


  • Planning, budgeting, and forecasting Strategic plan, annual budgets and forecasts to align corporate goals with driver based plans. Plan by any time bucket—day, week, period, or year.
  • Top-down and bottom-up Dynamically cascade targets by key dimensions to align plan, budget, and forecast.
  • Versions and scenarios Centralized control to ensure forecast versions are consistent company-wide, with the ability to view multiple versions for comparison.
  • Simulations and “what-ifs” Easily create “what-if” scenarios on-the-fly—for example, moving a product from one line of business hierarchy to another.
  • Claims, commissions and expenses forecasting Automated claims modeling leveraging actuarial loss assumptions by loss types and inflation assumptions. Automated calculations of the commissions, based on trading assumptions. Expense planning segregating expense types, based on historical trends.
  • Premium modeling and forecasting Use premium modeling to separate new business revenues from renewal revenues.
  • Audit trail Track and review history of versions, scenarios, and user activity.
  • Reporting and dashboards Entity-level reports that feature the underwriting P&L by lines of business and products.
  • Integrated business planning Integrate planning on one common platform across Finance, Risk, Actuarial, Sales, Operations, and HR.
  • Data integration with other systems Flexible options to match customer needs: Anaplan Connect, APIs, Informatica, MuleSoft, Dell, Boomi, or SnapLogic. Fast and easy import/ export via spreadsheet.
  • MS Office integration Microsoft Office add-ins for seamless plan and report export to Excel® workbooks, PowerPoint® presentations, and Word® report books.