Story
Anaplan
TravelersTravelers Brings Policy and Claims onto Anaplan
Travelers, a financials organization in the United States, uses Anaplan Workflow from Anaplan to support insurance operations for underwriters and claims handlers.
Travelers folded Anaplan Workflow into insurance operations so underwriters and claims handlers share one view of policy and claims.
“Inside Travelers, insurance operations used to depend on whoever still had the latest file.”
“Underwriters and claims handlers needed a system that would still make sense after the original project team moved on.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Policy and claims can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for policy and claims |
| Capability | Insurance operations stays visible to adjacent teams through Anaplan Workflow |
Story
Inside Travelers, 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.
Travelers 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 Travelers 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.
