Story
Anaplan
Citizens FinancialCitizens Financial Modernizes Policy and Claims with Anaplan
Citizens Financial, a financials organization in the United States, uses Anaplan from Anaplan to support insurance operations for underwriters and claims handlers.
Anaplan sits in the daily path at Citizens Financial, especially for underwriters and claims handlers.
“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 |
|---|---|
| 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
Citizens Financial 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. Citizens Financial 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.
