Insurance Planning

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Solution Advisory & Delivery






America, Asia Pacific, Europe, Global, Middle East

A Customized Insurance solution to connect Finance, Operations, Sales & Actuarial

Connect data, people and processes across FP&A to steer business performance.

Insurance organizations have to steer their business performance through increasing volatility & uncertainty, however one thing is certain: FP&A teams can’t afford to be trapped in lengthy planning cycles or lose valuable time collecting, validating, consolidating data & spreadsheets.

Adapt to these changing business conditions with best-of-breed planning technology, which enables underwriting, finance, actuarial and specialist teams such as reinsurance to collaborate on a shared plan.

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The financial planning and analysis solution for today

With the Vuealta Insurance Planning Solution , finance teams can say goodbye to aggregating spreadsheets and rigid tools and hello to value-added analysis, better management decisions, and collaboration throughout the entire business.

The Vuealta solution delivers a number of benefits to the business including richer, more targeted planning and insights, and datadriven planning to enhance underwriting competitiveness.

”The Anaplan platform and Vuealta’s expertise have been critical in helping us get the insights we needed at the right pace.” Mehul Nathwani – Group Director of Business Change & Innovation

Solution features

Connect data, people and processes across FP&A to steer business performance

  • Deliver timely and reliable budgets, forecasts
  • Create profitability models and automate cost management
  • Connect financial plans to operational plans
Vuealta Anaplan App: KPI Dashboard
Vuealta Anaplan App: Budget Variance Analysis dash
Vuealta Anaplan App: Revenue Analytics dashboard