Case Study: Trustmark achieves streamlined, auditable planning and faster forecasting with insightsoftware Longview Plan

Longview Platform, including Longview Plan, Enable Complex Planning and Forecasting Processes and Provides Tools for Managing the Future

Trustmark, a mutual insurance company with about 2,400 employees operating across eight business units and 19 legal entities, faced labor‑intensive, error‑prone planning and forecasting: thousands of driver‑based forecasts, dual statutory and business‑unit accounting, opaque cost allocations, and hundreds of linked Excel workbooks. To address this complexity, Trustmark selected insightsoftware’s Longview Plan (Longview Platform) to automate planning, consolidation, tax and reporting processes.

insightsoftware implemented the full Longview suite—Financial Consolidation; Planning, Budgeting & Forecasting; Statutory Tax; and Reporting—allowing Trustmark to load prior GL data and go live in time for the fiscal year. The solution eliminated manual spreadsheets, improved data integrity and audit trails, enabled quick drill‑down to transaction level, clarified cost allocations, delivered customer profitability analytics, and reduced forecasting cycle time so Trustmark could move from reactive reporting to proactive, forward‑looking financial management.

Trustmark

Paul Schuster

VP Corporate Finance and Treasurer