Case Study: AAA Insurance Exchange achieves 60%+ auto-certification and automated reconciliations with BlackLine

Driving Efficiency and Achieving Better than 60% Auto-Certification

AAA of Northern California, Nevada and Utah Insurance Exchange (the California State Auto Group), a major personal-lines insurer, was struggling with manual reconciliations, multiple Excel spreadsheets and disparate legacy systems from acquisitions. Preparing for the Model Audit Rule and SOX-style governance, the company needed a compliance-friendly process that would integrate with its Oracle ERP and significantly improve efficiency.

The Insurance Exchange deployed BlackLine (Account Reconciliations, Task Management, Transaction Matching and Journal Entry) integrated with Oracle to automate reconciliations and journal posting. The solution delivered better than 60% auto-certification, removed many manual reviews, streamlined bulk journal uploads, and freed staff to focus on analyzing exceptions rather than reconciliation mechanics.

AAA

Jennifer Mash

Business Systems Analyst