Insurance Performance Management
with CCH® Tagetik
Book a 20-minute intro call
Improve insurance planning, profitability, IFRS 17 reporting and financial performance
with one connected platform built for insurance finance teams.
Insurance Finance Needs Better Cost Visibility
Insurance companies are under increasing pressure to improve profitability, manage operating costs and comply with IFRS 17 while continuing to invest in digital transformation.
Profitability Pressure
Shrinking underwriting margins increase the need for better profitability visibility across products, portfolios and distribution channels.
Operating Cost Growth
Technology modernization, cyber resilience and compliance continue to increase operating expenses across insurance organizations.
IFRS 17 & Regulatory Reporting
IFRS 17, Solvency II and local regulations require greater financial transparency, governance and auditability.
Digital Insurance Operations
Automation and AI investments require better visibility into operational costs, efficiency and long-term business value.
There’s a Better Way to Run Insurance Performance Management
CCH® Tagetik connects insurance planning, profitability management, IFRS 17 reporting and financial performance in one governed platform for insurance companies.
For Insurance CFOs, FP&A Leaders, Heads of Consolidation, Reporting Managers, and Finance Transformation Teams
Insurance Planning
Profitability
Management
IFRS 17 Reporting
Executive Performance
Reporting
A Central Finance Platform for Cost Management, Planning and Performance Management
From driver-based planning and profitability analysis to reporting and governance, CCH Tagetik helps insurers manage costs and performance in one connected environment.
CCH Tagetik connects everything,
and Inulta makes it work for insurance.
Why Automate This in CCH® Tagetik?
Single Source of Truth
Centralize insurance planning, profitability and IFRS 17 reporting in one governed platform.
Real-Time Cascading
Update planning, allocations and profitability instantly when assumptions change.
Cost per Policy Visibility
Activity-Based Costing replaces flat-percentage allocations with causal, driver-based cost assignment.
Unit Cost Analytics
Track cost-per-transaction, cost-per-client at monthly granularity. Benchmark across periods and BUs.
Scenario Simulation
Six scenarios side-by-side with CIR bridge analysis. Each with full P&L and unit cost impact.
Audit & Governance
Full audit trail, workflow approvals, role-based access. Board-ready in minutes, not weeks.
The Strategic Advantage
Transform insurance planning and profitability management from reactive reporting into strategic decision-making.
Faster Planning Cycles
Continuous planning replaces static budgeting.
Profitability Transparency
Understand the drivers behind Combined Ratio, Expense Ratio and product profitability.
Better Business Decisions
Support growth, investment and cost optimization with trusted financial insights.
Value Across the C-Suite
For the Insurance CFO
Improve profitability, Expense Ratio, Combined Ratio and financial performance with greater visibility into cost drivers.
For FP&A Teams
Connect planning, forecasting and profitability analysis using governed financial and operational data.
For Business Line Leaders
Understand product, portfolio and distribution channel profitability.
For the Board
Support strategic investment decisions with trusted performance insights and scenario analysis.
Why Traditional Insurance Planning Falls Short
Traditional Approach
- ✕ Static annual planning
- ✕ Spreadsheet-driven profitability analysis
- ✕ Limited visibility into cost drivers
- ✕ Manual scenario analysis
- ✕ Delayed financial insights
- ✕ Disconnected operational data
Driver-Based Cost Intelligence
- ✓ Driver-based insurance planning
- ✓ Real-time profitability visibility
- ✓ IFRS 17-ready reporting
- ✓ Scenario planning and forecasting
- ✓ Connected operational and financial data
- ✓ Executive performance insights
WHY INSURANCE COMPANIES CHOOSE INULTA
Helping insurance organizations modernize insurance planning, profitability management, IFRS 17 reporting and financial performance with CCH® Tagetik.
We’re the team global brands call when they want
clarity, speed, and zero surprises.
Real Results. Real Finance Teams.
See how leading banks have transformed their finance operations
Insurance Organization Shifts 70% of Planning Time to Strategic Analysis
Discover how a leading insurance company cut planning time by 70% and improved accuracy with CCH Tagetik and Inulta. Download full case study.
Triglav Group Unifies Data and Accelerates IFRS 17 Compliance
Explore how Triglav Group transformed IFRS 17 into an opportunity, reducing manual workload and creating a strong foundation for future regulatory success.
Achieving IFRS 17 Compliance: Tokio Marine’s Success with CCH Tagetik
Learn how Tokio Marine Insurance Malaysia streamlined finance and actuarial collaboration, automated reporting, and built a scalable, audit-ready solution.
Trusted by leading insurance companies worldwide
Frequently Asked Questions
What is insurance performance management software?
Insurance performance management software helps insurers connect planning, profitability analysis, financial consolidation, regulatory reporting and strategic decision-making in one platform. Solutions like CCH® Tagetik provide finance teams with greater visibility into costs, profitability and business performance.
How can insurance companies improve profitability visibility?
Improving profitability starts with understanding the true cost of products, distribution channels and operational activities. Driver-based cost allocation and real-time profitability analysis help insurers identify improvement opportunities and make better business decisions.
How does CCH® Tagetik support IFRS 17 reporting?
CCH® Tagetik helps insurance organizations automate IFRS 17 calculations, reporting workflows and disclosures while improving governance, traceability and financial transparency.
What is driver-based planning in insurance?
Driver-based planning links financial plans to operational business drivers such as premiums, claims, policies, commissions and customer growth. This enables more accurate forecasting and faster scenario analysis.
How can insurers reduce manual financial reporting?
By replacing spreadsheets with a centralized performance management platform, insurers can automate planning, consolidation, profitability reporting and regulatory reporting while improving data quality and governance.
How does CCH® Tagetik improve insurance planning?
CCH® Tagetik connects planning, forecasting, profitability management and financial reporting in one governed environment, enabling finance teams to react faster to changing market conditions.
Can CCH® Tagetik support profitability analysis by product and distribution channel?
Yes. The platform provides detailed profitability analysis across products, portfolios, business units and distribution channels, helping insurers understand where value is created.
Is CCH® Tagetik suitable for global insurance groups?
Yes. CCH® Tagetik supports multi-entity, multi-currency and multi-GAAP environments, making it suitable for international insurance organizations with complex reporting requirements.
How does insurance planning software support strategic decision-making?
Modern insurance planning software enables finance teams to compare business scenarios, evaluate investment decisions, assess profitability and support long-term financial planning using trusted, real-time data.
Why do insurance companies choose CCH® Tagetik?
Insurance organizations choose CCH® Tagetik because it combines planning, profitability management, financial consolidation, IFRS 17 reporting and performance management in a single finance platform, helping teams improve efficiency, governance and decision-making.
What finance challenges can CCH® Tagetik solve for insurance companies?
CCH® Tagetik helps insurance organizations address a wide range of finance challenges, including:
- Insurance planning and forecasting
- Profitability management
- Cost allocation and cost transparency
- IFRS 17 reporting
- Financial consolidation
- Management reporting
- Driver-based planning
- Scenario analysis
- Performance management
- Executive reporting
- Expense ratio analysis
- Combined ratio visibility
