Story
Anaplan
American ExpressAmerican Express Brings Policy and Claims onto Anaplan
American Express, a financials organization in the United States, uses Anaplan Workflow from Anaplan to support insurance operations for underwriters and claims handlers.
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 |
| Risk and compliance | Anaplan Workflow is the governed place underwriters and claims handlers use for insurance operations |
Story
Financials work at American Express 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 (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. American Express 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 The story is about operating change, not an unpublished percentage.
