Case Study: Safety National saves 660+ hours annually with Planful

Safety National Saves 660+ Hours Annually and Empowers Budget Owners with Planful

Safety National needed to streamline, automate, and scale its financial reporting while giving its 35+ budget owners more control without depending on IT. The company chose Planful, using Dynamic Planning and other Planful tools to support complex insurance-related financial processes and improve reporting flexibility.

With Planful, Safety National automated reporting through Spotlight for Microsoft 365, Report Collections, and Cloud Scheduler, enabling real-time updates and scheduled report delivery. The result was more efficient finance operations and a measurable savings of 660+ hours annually, helping Safety National’s finance team and the broader organization focus on peak financial performance.

Safety National

Ruby Tan

Planning and Reserving Manager