Planning Software for Insurance

Planning Maestro® is a strategic FP&A asset that redefines how Insurance companies budget, forecast, analyze and report.

Whether making your first move away from spreadsheets or implementing corporate performance management, Planning Maestro will work for your organization. You’ll get an accurate line of sight into your business, speed decision-making and continually deliver the financial intelligence your leadership needs to make faster, more confident decisions.

With Planning Maestro, Centage has helped thousands of customers confidently prepare for the future with intelligent financial forecasting and budgeting. Build flexible, driver-based plans, forecast likely financial performance, analyze results, and share critical information across the business.


Easy-to-use what-if scenario capabilities allow you to change assumptions and immediately see the impact on your revenue, expenses, and cash flow. For example:

  • If we stop writing flood policies, will our profitability improve?
  • If the economy remains sluggish, will we have the cash flow to maintain all of our locations?


Streamline processes
  • Accurately allocate revenues and expenses across a range of business units including state, product line, and premium type
  • Simplify your process with driver-based planning and allocation spreads
  • Plan for and consolidate financials across locations, states, product families, and premium types, etc.
  • Model revenue using key drivers such as gross written premiums, loss ratios, and commission ratios
Reduce risks
  • Perform frequent re-forecasts and what-if analyses to reduce risk, effectively manage costs, or respond to growth
  • Run timely and accurate reports on key performance indicators (KPIs) for cost and cash flow management during economic downturns
  • Quickly see the impact of changed assumptions on integrated P&L, balance sheet, and cash flow statements
Consolidate data
  • Budget and report on Policy type, location, or entity and view at a detailed or consolidated level
  • Easily update financials to match changes in organizational structure
Enhance cost efficiency
  • Control and manage personnel costs for hourly and salaried employees
  • Monitor impact of changes in overhead, policies, and other expenses

Planning Maestro makes intelligent financial planning and analytics available to company across the insurance sector. Whether you are looking for a solution to help drive efficiencies, reduce costs, or boost performance, Planning Maestro will work for your organization.

Accurate insight into your organization
More granular control of project and program budgets
Faster, more confident decisions

Unlimited Dimensions for Budgets and Reports
Create detailed plans with various revenue streams based on key drivers
Granular Personnel Budgeting & Allocations
Plan labor needs, incorporating overtime, premium, and shift differentials for accurate costing and headcount forecast
Scenario Planning
What-if scenarios allow you to change assumptions and immediately see the impact on your revenue, expenses, and cash flow
Cash Flow Projections & Forecasts
Manage cash flow reporting, analysis and allocation in real-time at the corporate and subsidiary levels
Dashboards & Reports
Instantly create the reports your stakeholders want, your bank demands, and your company needs
Rolling Forecasts
Regulate seasonality and unknowns through continuous forecasting
Insurance, Centage
Still trying to budget and forecast using spreadsheets?

Let us show you a better way with Planning Maestro.

Ready to connect with our team?

Schedule a personalized demostration to answer all of your questions.