Story
Anaplan
BBVABBVA Uses Anaplan Workflow for Policy and Claims
BBVA, a financials organization in Spain, uses Anaplan Workflow from Anaplan to support insurance operations for underwriters and claims handlers.
Value results
| Category | Value result |
|---|---|
| Capability | Named workflow replaces ad hoc routing for policy and claims |
| 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 |
Story
Financials work at BBVA spans more than one site, even when headquarters sits in Spain. 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. BBVA 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 The story is about operating change, not an unpublished percentage.
