<img height="1" width="1" style="display:none;" alt="" src="https://www.facebook.com/tr?id=880824774066981&amp;ev=PageView&amp;noscript=1">

Complete Planning Software for Insurance

A Complete Planning Platform Built for Insurance

A group of icons, including an umbrella, a cog, a magnifying glass and a document
Screenshot of Vena's Insurance dashboard template
With powerful capabilities and the familiar Excel interface, this pre-configured Insurance solution is built to scale with you.

Scenario Modeling

Leverage scenario modeling to see how changes in key drivers like ceding ratios, renewal rates and loss ratios will impact margin and profitability across your organization.

Profitability Analysis

Connected modeling in an integrated solution allows you to analyze your most profitable products at a level of granularity to help you optimize your business and margin.

Premiums Planning

Plan new and renew gross written premiums by line of business/product and allocate across region, channel or other dimensions. Apply ceding ratios and calculate earned and unearned premium reserves with preconfigured calc methods.

Losses, LAE and Acquisition Costs

Calculate losses and loss adjustment expense (LAE) using loss ratios or based on projected claims volumes. And calculate acquisition costs based on commission rates as well as calculating the impact to your balance sheet in deferred acquisition costs.
Screenshot of Vena's Net Written Premiums template
Vena brings all of your organization-wide planning into a single unified platform so you can improve collaboration and create better business plans.

Workforce Planning

Use driver-based calculations to plan for labor expenses such as compensation, benefits, taxes, merits, employment insurance and pensions.

Budgeting and Forecasting

With source system integrations, pre-built planning templates and collaborative insurance workflows, Vena makes budgeting and forecasting a breeze.

Account Reconciliation

Our intuitive reconciliation checklists and systematic tracking of journal entries through the Excel interface allow you to work the way you want so you can get results faster.

Financial Consolidation

Vena gives you the power to streamline your complex financial consolidation processes, including partial ownership, intercompany eliminations, multiple currencies and alternate reporting roll-ups
Icon of a laptop computer
Plan premium ceding, insurance underwriting, forecast acquisition costs and calculate losses
Icon of a woman under three stars
Use what-if analysis to see how changes to loss ratios, renewal rates and ceding ratios will impact margin
Icon of a person standing next to a half of a globe
Reporting & Analytics
Create and distribute reports with just a few clicks—and easily compare your products and branch level profitability

An Award-Winning Partner To Guide You on Your Path to Success

Screenshot of Vena's Premium Allocation template
Vena connects to your data sources and automatically loads your templates and with the latest actuals so you can trust your numbers and get back lost time.

Financial Data

Integrate with ERP and GL systems such as Microsoft Dynamics (GP, SL and Business Central), Oracle, NetSuite, Sage 100 and PeopleSoft.

Underwriting, Actuarial and Policy/Claims Data

Connect to systems such as Applied Epic, FIS and Abila to ensure your templates always contain the latest underwriting, actuarial and policy/claims data.

Excel, CSV and Flat Files

Import Excel, CSV and flat files—whether they are stored on local systems or in applications such as Dropbox, OneDrive, SFTP and SharePoint.

Investment Data

Bring in all of your investment data from systems such as FIS, Abila and Applied Epic to gain a single source of truth.

Insurance Dashboards and Templates

Plan faster with pre-built insurance dashboards and templates. Our dashboard lets you see key metrics, trends and product mix analysis at a glance.
  • Gross and Net Written Premium Planning Template
  • Losses and Loss Adjustment Expense Planning Template
  • KPI Dashboard
  • Commission Rate Input Template
  • Premium Allocation Template

Get Started With Vena Today

Learn how Vena can help your organization Plan for Anything.