Planning, Budgeting, and Forecasting for Insurance

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Key Benefits
  • Reduce lead time when processing plans and forecasts
  • Increase ownership of the financial planning process with a business self-service model
  • Drive a collaborative “big picture’’ with connected plans across Finance, Sales, Risk, Actuarial, and HR
  • Maintain a good balance between agility and financial control
  • Seamless alignment between top-down and bottom-up plans
  • 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