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.
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.
