Unitrin Direct has selected Adaptive Planning on-demand software to optimize their budgeting, forecasting, and reporting processes. A leading direct auto insurance provider, Unitrin Direct is using Adaptive Planning to streamline its financial planning, resulting in lower operating costs, enhanced collaboration, and improved decision making.
Offering auto insurance to customers in 25 states, Unitrin Direct is a rapidly-growing group of companies that sells directly to consumers through the Web and its call center. As its business continued to expand, Unitrin Direct found that it needed a comprehensive budgeting, forecasting, and reporting solution that could be quickly and easily deployed. The companyâ€™s spreadsheet-based processes took too long, lacked flexibility, and were challenging to maintain. Executives and managers needed a better foundation for managing a dynamic, collaborative planning process.
â€œUnitrin Direct is a customer-driven family of companies that is committed to providing outstanding auto coverage at a great value, so weâ€™re constantly seeking ways to improve our operations, reduce costs and pass those savings along to the consumer,â€ said Bryan Rogers, Vice President of Finance, Unitrin Direct. â€œAdaptive Planning provides the tools for us to better understand our business, optimize our operations and improve our budgeting and planning processes.â€
After evaluating a number of solutions, Unitrin Direct selected Adaptive Planning because the companyâ€™s on-demand service was affordable, easy to use, and could be deployed in weeks.
â€œBecause we are focused on providing extraordinary value to policyholders, we are extremely disciplined in how we invest our resources, including personnel, time, and capital,â€ said Rogers. â€œAdaptive Planningâ€™s subscription-based, on-demand service allowed us to get up and running quickly, without requiring purchases of new hardware or software, or any involvement from our IT personnel.â€
Adaptive Planning provides businesses worldwide with an attractive new alternative to spreadsheets for managing their budgeting, forecasting, and reporting processes. Designed for companies that have outgrown Excel, the solution combines the flexibility of spreadsheets with the structure and process of enterprise applications. Adaptive Planning delivers a single, integrated solution with capabilities for budgeting and forecasting, reporting and analysis, graphical dashboards, collaborative modeling, and administration. To meet a wide range of client needs, Adaptive Planning is offered in three editions, all of which are available both on-demand and on-premise.