Insurance Planning Solutions

Planning your way in insurance

Today’s insurance companies face increased competition and shifting regulations and require planning that links finance, sales and operations in a single solution.

Key Differences Between Financial Forecasting And Budgeting
Product Gross Margin vs Operating Income

Driver-based planning for accurate results

Create plans using actual operations data and ensure accurate planning with renewal rates, loss ratios and adjustments.

Flexible planning by agent, product or sales channel

Organize your plan by agent, sales channel, or any way that your business tracks performance.

Model your business using different scenarios

Easily change assumptions and rates to understand impacts to the market, adjusting your plan and forecasts in real time.

Solutions we provide

Expense Planning

Expense Planning

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Revenue Planning

Revenue Planning

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Planning, Budgeting & Forecasting

Planning, Budgeting & Forecasting

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Sales Operations Planning

Sales & Operations Planning

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Reporting analysis

Reporting & Analysis

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Workforce Planning

Workforce Planning

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Grupo Sancor Seguros

Customer Spotlight

Grupo Sancor Seguros manages 9.7% of the Argentine insurance market and is expanding into other areas of Argentina and Latin American countries.

Grupo Sancor Seguros is using Kepion to streamline budgeting and planning and to accurately track expenditure spend and revenue targets.

Frequently Asked Questions

Insurance planning solutions help insurers plan, budget, and forecast revenue, expenses, and profitability while managing regulatory complexity and market risk.

Kepion supports insurance planning by integrating finance, sales, and operations planning into a single platform with real-time visibility and scenario modeling.

Driver-based planning improves accuracy by linking financial outcomes to key insurance drivers such as renewal rates, loss ratios, premiums, and operating costs.

Scenario planning allows insurers to adjust assumptions, rates, and volumes to understand market impacts and respond quickly to regulatory or economic changes.

Insurance planning software is designed for finance, FP&A, underwriting, sales operations, and leadership teams that need aligned planning across products and channels.

Yes. Kepion allows insurance companies to plan and analyze performance by agent, product line, sales channel, or region.