Why the smartest insurers are breaking free from spreadsheets
Insurance FP&A teams operate in one of the most complex planning environments in any industry. Premiums, claims, reserves, capital and regulatory requirements all move at different speeds—yet many Finance teams still rely on disconnected spreadsheets to bring everything together.
This ebook explains why traditional FP&A approaches are no longer fit for purpose in insurance. It explores the most common challenges holding Finance teams back today, including siloed actuarial and Finance models, slow forecasting cycles, limited scenario analysis, and increasing compliance pressure under IFRS 17.
You’ll see what best-in-class insurance FP&A looks like in practice and how modern, connected planning enables faster scenario modelling, greater confidence in forecasts, and stronger collaboration across Finance, actuarial and operations.
Created by Jedox in partnership with experts at VantagePoint, this guide shows how insurers can move from reactive number-crunching to proactive, strategic decision-making—without sacrificing control, auditability or accuracy.