The Problem Every CFO Faces

Insurance is a multi-million-dollar line item managed almost entirely through intermediaries. You've digitized procurement, treasury, and financial planning. Yet when leadership asks about risk optimization, the answer takes days to compile.

This creates information asymmetry. And it costs millions.

 

The Data Gap

Without direct access to insurance data, finance leaders negotiate from weakness, make reactive decisions, and struggle to demonstrate program value to stakeholders.

 

There's a Better Way

This guide provides a practical framework for finance leaders to take control of insurance data without replacing your broker, overhauling systems, or hiring consultants.

Inside the Guide, You'll Discover

 

✓ The five metrics every finance leader should track (and why most organizations can't access them)

✓ Five principles for restructuring broker oversight to manage them like any strategic vendor

✓ The four-bucket framework for making coverage decisions when budgets tighten

✓ A phased roadmap for building data capability in 3-12 months

✓ Four actions you can take this week to start gaining control

 

Client Testimonials

What Finance Leaders Are Saying

risk-management Case study

Doug Brauch

VP Treasury & Insurance, Macy's

"The relationship, the reporting, and the storage are the big three for us. When an executive calls and asks for details, I'm able to provide answers accurately and promptly."
Macys Full Color
Risk Management Case study

Steve Cervantes

Credit & Treasury Manager at Viasat

"Without this kind of tool, I would need a new headcount. How else would I handle broker negotiations and easily develop summaries of insurance?"
Viasat Full Color

The Results Speak for Themselves

 

Organizations that take control of insurance data report measurable outcomes within the first renewal cycle:

 

                        • $20M in annual savings through data-backed carrier negotiations

                        • $40M recovered via strategic retention optimization

                        • 25% broker fee reductions after implementing fee transparency

                        • 85% reduction in time spent compiling program data

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Finance Leader's Guide to Leveraging Insurance Data

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