Story
Anaplan
CitigroupCitigroup Modernizes Policy and Claims with Anaplan
Citigroup, a financials organization in the United States, uses Anaplan from Anaplan to support insurance operations for underwriters and claims handlers.
Underwriters and claims handlers at Citigroup review policy and claims in Anaplan rather than in personal files.
“From the United States, financials teams still had to serve customers and internal partners who expected a straight answer.”
“Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Named workflow replaces ad hoc routing for policy and claims |
| Capability | Insurance operations stays visible to adjacent teams through Anaplan |
| Capability | Underwriters and claims handlers work from the same Anaplan record for policy and claims |
Story
Citigroup grew policy and claims faster than the local tools around it. From the United States, financials teams still had to serve customers and internal partners who expected a straight answer. Underwriters and claims handlers were the ones stitching the picture together by hand.
Rolling out Anaplan put insurance operations on Anaplan. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. Citigroup keeps the product in the path where work already happens, so underwriters and claims handlers do not context-switch into a graveyard system used only for audits.
The visible result is steadier insurance operations. Policy and claims is easier to inspect, and adjacent groups can join underwriters and claims handlers without a guided tour of someone's desktop.
