Insurance FP&A | FP&A System

Pain Points We Eliminate

✗Loss reserve modeling done in actuarial silos — CFO dashboard completely disconnected from reserving
✗Combined ratio (loss + expense) components tracked separately — no unified view for leadership
✗State statutory filings require massive manual data extraction and formatting work every period

What We Deliver for Insurance

✓Loss reserve modeling and development automation
✓Combined ratio monitoring (loss + expense + combined)
✓Reinsurance ceded recovery tracking
✓Statutory and NAIC filing automation
✓Premium written vs earned revenue analysis
✓Capital adequacy and RBC modeling

🛡️

FP&A Intelligence

Insurance

Combined Ratio

Live Dashboard

Reserve

99% Accurate

3×

Faster Filings

AI Activity — Real-Time

AI forecast updated — variance analysis ready2m

⚠ Budget variance detected — +$42K OpEx8m

Board report auto-generated & ready to send1h

Choose Your Path

How Does Your Insurance Team Want to Work?

Both paths are purpose-built for Insurance — choose the approach that best fits your team today.

📊 Excel-Enhanced FP&A

I Want to Stay in Excel
& Fill the Gaps

Keep every formula and model. Add AI automation, consolidation from 200+ sources, version control, and live dashboards — zero disruption to how you work today.