From Spreadsheets to Smart Planning: How Safety National Automated FP&A With Planful

 

Description

Navigating financial planning in the Property & Casualty Insurance industry is complex, but with Planful, Safety National has streamlined its budgeting and forecasting processes with remarkable efficiency. Join Ruby Tan, Planning and Reserving Manager at Safety National, to discover how their team transitioned from Excel-heavy workflows to Dynamic Planning for premium forecasting and real-time financial insights, and Spotlight for customized reporting. Learn how these tools reduced reporting time from six hours to 30 minutes, created a single source of truth, and enhanced collaboration—providing leadership with timely, data-driven insights to accelerate decision-making and increase planning confidence.

About the speakers

Ruby Tan

Planning and Reserving Manager at Safety National

Related Videos

videos

Get Started with Planful

  • LinkedIn
    How much time will you save?
  • LinkedIn
    How will your finance team evolve?
  • LinkedIn
    Where will technology support you?