Story
Anaplan
MarqetaHow Marqeta Runs Insurance Operations on PlanIQ
Marqeta, a financials organization in the United States, uses PlanIQ from Anaplan to support insurance operations for underwriters and claims handlers.
A PlanIQ rollout at Marqeta took insurance operations out of inboxes and into a named queue.
“Financials work at Marqeta spans more than one site, even when headquarters sits in the United States.”
“Underwriters and claims handlers asked for a shared way to run insurance operations without freezing local judgment.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Underwriters and claims handlers work from the same PlanIQ record for policy and claims |
| Capability | Policy and claims can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for policy and claims |
Story
Financials work at Marqeta spans more than one site, even when headquarters sits in the United States. Policy and claims was splitting across regional habits. Underwriters and claims handlers asked for a shared way to run insurance operations without freezing local judgment.
Anaplan (PlanIQ) is what they standardized on. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. Marqeta uses it as the system of record for policy and claims, with underwriters and claims handlers as the primary operators and other groups coming in through the same queue.
Leaders get a picture they can actually walk. Teams get fewer mystery statuses. The story is about operating change, not an unpublished percentage.
