Datasheet

Sales Performance Management in Insurance

Improve target alignment and territory management to help insurers increase sales effectiveness

Licensing and production requirements, broker/agent models, and reliance on third-party data complicate territory management and crediting rules in insurance. In this data sheet, you’ll learn:

  • How Anaplan helps insurers align targets, manage territories more effectively, and provide “what-if” capabilities to pre-emptively measure the impact of changes on production and sales effectiveness.
  • How the solution can manage complex crediting rules and increase earnings’ transparency.
  • How using Anaplan increases data accuracy and collaboration among sales, marketing, finance, and external partners