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Anaplan
Charles SchwabCharles Schwab Adopts Anaplan for Insurance Operations
Charles Schwab, a financials organization in the United States, uses Anaplan Modeling from Anaplan to support insurance operations for underwriters and claims handlers.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because policy and claims has a clear owner |
| Productivity | Handoffs in insurance operations sit in a shared queue instead of a mailbox trail |
| Capability | New joiners can see how insurance operations actually runs |
Story
Inside Charles Schwab, insurance operations used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. Underwriters and claims handlers needed a system that would still make sense after the original project team moved on.
Charles Schwab uses Anaplan Modeling from Anaplan as the working layer for policy and claims. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. The practical change is simple: insurance operations has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Charles Schwab gets from Anaplan is a durable place to run insurance operations and a way for underwriters and claims handlers to see the same policy and claims at the same time.
