Insurance Use Cases

Insurance EPM and EDM roadmaps should combine driver-based planning for premiums, claims, reinsurance, products, commissions, and investments with governed source data.

Primary EPM/EDM Pillar	Industry Use Case
Planning	Insurance premium revenue–% growth (renewals and new)
Planning	Re-insurance planning–% on gross return premium
Planning	Loss ratio, net premium earned
Planning	Product and channel-level planning
Planning	IFRS 17 and IFRS 4 compliance for insurance planning
Planning	Commission planning
Planning	Investments planning
Planning	Integration with front end systems
Planning	IFRS 17 and IFRS 4 compliance reports