Story
Anaplan
NatWest GroupNatWest Group Brings Policy and Claims onto Anaplan
NatWest Group, a financials organization in the United Kingdom, uses Anaplan Workflow from Anaplan to support insurance operations for underwriters and claims handlers.
NatWest Group folded Anaplan Workflow into insurance operations so underwriters and claims handlers share one view of policy and claims.
“Financials work at NatWest Group spans more than one site, even when headquarters sits in the United Kingdom.”
“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 | Insurance operations stays visible to adjacent teams through Anaplan Workflow |
| Capability | Underwriters and claims handlers work from the same Anaplan Workflow record for policy and claims |
| Capability | Policy and claims can be reviewed without waiting on a personal export |
Story
Financials work at NatWest Group spans more than one site, even when headquarters sits in the United Kingdom. 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 (Anaplan Workflow) is what they standardized on. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. NatWest Group 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 The story is about operating change, not an unpublished percentage.
