Case Study: Hilb Group achieves simplified, scalable financial consolidations and reporting with Planful

Hilb Group Simplifies Financial Consolidations with Planful

The Hilb Group, a rapidly acquisitive insurance firm with 28 acquired agencies, faced mounting difficulty consolidating disparate processes and charts of accounts. Finance relied on Excel and a custom database to normalize and report results, which became slow, error-prone and prone to crashes as data volumes grew — prompting the COO to demand a scalable alternative.

Hilb implemented Planful (with Brightpoint Consulting), a cloud-based consolidation platform that mirrors familiar enterprise tools but adds standard templates, dimensional data modeling and centralized chart-of-accounts mapping. Agencies now feed trial balances directly into Planful, improving accuracy at scale, enabling richer analysis, eliminating maintenance downtime, cutting consolidation costs and positioning the company to make faster, more profitable decisions as it grows.

Hilb Group

Rob Blanton

SVP and Controller