Insurance brokerages run on relationships, performance, and the ability to make fast decisions with accurate data. But when producer-level planning lives in spreadsheets, branch reporting requires a week of email chains, and every acquisition adds another layer of complexity to an already fragmented system, the data you need to lead is always one step behind.
Join Workday and Okorio for a live session and product demo featuring real-world examples from Michael McGee of Heffernan Insurance Brokers on how brokerages are replacing fragmented planning and reporting with a single, connected platform.
Reserve your spot and see what connected planning looks like for insurance brokerages.
Director, FP&A and Treasury Heffernan Insurance Brokers
Solutions Architect, Adaptive FSI Okorio
Planning Specialist, Workday
What You Will Learn
01. How to build producer-level revenue and expense plans with roll-up visibility from the individual to the branch to the region.
02. How drillable dashboards and in-platform collaboration replace manual variance collection across branches and agencies.
03. What it looks like to connect AMS, HRIS, and finance data in one system, with role-based access that keeps the right information in front of the right people.
