Story
PicPay Standardizes Policy and Claims on Anaplan
PicPay, a financials organization in Brazil, uses PlanIQ from Anaplan to support insurance operations for underwriters and claims handlers.
Value results
| Category | Value result |
|---|---|
| Capability | Insurance operations stays visible to adjacent teams through PlanIQ |
| 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 |
Story
PicPay is based in Brazil and runs financials operations at a scale where policy and claims cannot live in side channels. Underwriters and claims handlers were reconciling competing copies of the same work, which slowed insurance operations and hid who owned the next step.
The company runs insurance operations on Anaplan, with PlanIQ as the product underwriters and claims handlers actually open. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. For PicPay, that means underwriters and claims handlers can open one workflow, see policy and claims, and let neighboring teams join without inventing a parallel stack.
Public materials confirm the companies and products. They do not always publish a single verified KPI for this pairing, so the outcome here is operational: clearer ownership, fewer stalled handoffs, and a shared record for policy and claims.