Story
Anaplan
Carlyle GroupCarlyle Group Uses Anaplan Workflow for Policy and Claims
Carlyle Group, 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 |
|---|---|
| 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 |
| Capability | Named workflow replaces ad hoc routing for policy and claims |
Story
Inside Carlyle Group, insurance operations used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. Underwriters and claims handlers needed a system that would still make sense after the original project team moved on.
Carlyle Group uses Anaplan Workflow from Anaplan as the working layer for policy and claims. Anaplan is a connected planning platform for finance, supply chain, and sales planning on a shared calculation engine. The practical change is simple: insurance operations has a home, and reviews happen there instead of in a forwarded thread.
Nothing in this writeup invents a savings number. What Carlyle Group gets from Anaplan is a durable place to run insurance operations and a way for underwriters and claims handlers to see the same policy and claims at the same time.
