Automate Budgeting & Reporting for Insurance Brokers

Learn how to supercharge your ERP (ie: Vertafore Sagitta, Microsoft Dynamics, other) by automating budgeting & reporting.

As a Finance leader in the insurance industry, you need to stop relying on spreadsheets and automate budgeting, forecasting, and reporting, outputting real-time data that helps you track your business’s performance in real-time.

Hear from Teresa Tang, Senior Financial Analyst, from Crystal & Company, a global leader in insurance and risk management solutions. She will explain how using Corporate Performance Management (CPM) software changed the way they conduct their business, including:
• Fully integrating CPM with their Sagitta ERP, including daily automatic uploads of financial data
• Streamlining and automating the annual budgeting process, and operational processes including; personnel planning, revenue planning, and CapEx planning
• Easily build mathematical models to evaluate the state of the business
• Quickly processing allocations to divisions and departments within the company
• Using role-based security features to grant users access to data while protecting confidential information

Listen to this 30-minute webinar and live demo to understand how using CPM software can help your organization move beyond simple measurement – to better manage the performance of your business