Case Study: AAA Life Insurance achieves faster reporting, transaction-level visibility, and a streamlined financial close with OneStream Software

AAA Life Insurance - Customer Case Study

AAA Life Insurance Company, headquartered in Livonia, Michigan and serving over 1 million policyholders, needed faster, more flexible financial reporting and deeper visibility into expense details. Their legacy Cognos solution was not business‑user friendly and lacked transaction‑level drill‑through, while budgeting and intercompany allocations relied on manual, maintenance‑heavy Excel processes.

Working with Finit, AAA Life implemented OneStream as a unified CPM platform for consolidation, reporting, budgeting and analysis with direct ERP integration and drill‑back to journal entries. Business users now self‑serve reports and Excel analyses, a new staffing and compensation module automated allocations using GL and HR data, and the close process is faster and more transparent—delivering improved access to data, repeatable processes, and greater visibility and control.

AAA Life Insurance

Tim Foley

Former Controller