EPM for the Insurance Industry
Supporting insurers in connecting underwriting, finance, and performance management through integrated EPM solutions.
Insurance organisations operate in a highly complex environment, where financial performance is driven by a combination of underwriting quality, claims behaviour, and long-term liabilities.
Planning and reporting processes must balance short-term profitability with long-term risk exposure, while ensuring compliance, transparency, and consistency.
Advantages for the Insurance Industry
Key Challenges
- Disconnect between underwriting, actuarial, and finance models
- Limited transparency on profitability by product, channel, or cohort
- Complex claims development and reserve estimation
- Heavy reliance on Excel-based actuarial and planning models
Our Approach
- Connecting underwriting, actuarial, and finance perspectives
- Translating complex insurance logic into structured planning models
- Ensuring transparency across profitability drivers
- Delivering scalable solutions aligned with reporting requirements
Core KPIs
- Gross Written Premium (GWP)
- Loss Ratio
- Combined Ratio
- Technical Result / Underwriting Profit
- Return on Equity (ROE)
Let’s talk insurance EPM. Discover how we can connect underwriting, actuarial, and finance into one platform.
Companies that already rely on our portfolio
Svenja Frankenberger
Head of Accounting, Qualifyze
Revenue recognition used to take an employee five working days.
With NetSuite, it is now 100% automated.
Richard Gausch
CFO, TEVEO GmbH
Cloudmaven supports us on our growth path. Teveo was launched in 2019 by two founders and has since grown to over 100 dedicated team members, with sales increasing from zero to over 50 million euros. We are delighted to be advised by Cloudmaven AG with their ERP and financial expertise.
Martin Hoffmann
former CFO and Co-CEO, ON
This tool is so valuable to us that its benefits can hardly be expressed in figures. It saves an enormous amount of time and energy and, in financial terms, represents precisely the freedom we want to give our employees in their day-to-day work.
Jan Christopher Stahl
CEO, TEVEO GmbH
We chose Cloudmaven AG because their reliable end-to-end solutions enable us to develop our company securely, precisely and scalably.
Discover more EPM Verticals
