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Satori Budgeting & Forecasting

For Insurance Organizations


Satoris driver-based Budgeting & Forecasting gives organizations built-in best practices that support timely data collection, collaboration, and analysis enabling organizations to reduce budgeting cycles and increase forecasting frequency.

Budgeting & Continuously Rolling Forecasting


12-month plans are often outdated before they even begin. You need a way to adjust your plan and successfully address changes in market conditions. Give your nance team the tools to be more productive while simplifying the input process for budget & forecast contributors.
Reduce time spent budgeting Forecast on-demand & at regular intervals Maximize end-user productivity Securely distribute and collect budget information from all levels of the organization Dynamic driver-based modelling Eliminate clerical spreadsheet errors Advanced what-if scenario creation E ectively support critical business decisions

Understand the Drivers that matter to your business


Continuously Monitor and Adjust via Satoris Premium and Loss Experience Planning Modules Premium Planning Premium Planning enables you to understand todays ever-changing market conditions by giving you the tools to rapidly model retention and the e ects of price changes in order to target your expectations for existing and new premiums. In addition, Premium Planning e ciently tracks policy lifecycle information with seamless data extraction from your PASs (Policy Admin Systems). You will gain the ability to develop full and complete premium analytics from Direct, Assumed, Ceded, and Net Written, Unearned, and Earned premiums, Budgeting & Forecasting Bundles while taking into account reinsurance treaties and individual placements Satoris Financial Suite (facultative). Built to give CFO's the ultimate suite of tools...
proCube Business Intelligence platform proView Reporting portal with the Financial Reporting pack (12 Standard nancial reports) Advanced Budgeting & Forecasting with Premium, Loss Experience, Capital, Workforce, & Expense Planning

Satoris Complete Suite Add dashboards for a complete package... Satoris Financial Suite oneGlance Data Visualization proView Management or CRM/Sales Pack

Loss Experience Planning Understanding loss trends gives solvent, pro table organizations the edge over the competition. Loss Experience Planning gives your risk managers and nance executives the ability to plan claim payout patterns, forecast reserves (Case & IBNR), and predict ultimate loss and development factors at all meaningful levels; including but not limited to ASLOB, product, accident year, and more by region, state, or o ce.

[call]1 .866.672 .8674 | 610.862.6300

com upinc. origro sat sales@ [e-mail]

[visit]www.SatoriGrou pInc.co m

Satori Group, Inc. 1010 Spring Mill Ave. | Suite 200 | Conshohocken, PA 19428

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