Case Study: Brightway Insurance achieves KPI-driven expansion and empowered franchise budgeting with Workday Adaptive Planning

Brightway Insurance Improves Planning and Analytics to Build a Bright Future

Brightway Insurance is a national property and casualty franchise network selling through independent stores across the U.S., with more than $536 million in annualized premium and rapid plans to expand into new markets. Rapid growth exposed gaps: no structured budgeting, limited visibility into expense and revenue drivers, and fragmented reporting in spreadsheets and PDFs that made it difficult to model scenarios or set consistent expectations for franchise partners.

Brightway implemented Workday Adaptive Planning to standardize KPIs, consolidate financial data, and give branch managers visual dashboards and budget ownership. The platform enabled coordinated budgets, rolling five-year revenue plans, and scenario modeling—helping the company enter new markets with metrics on buyer profiles, pricing, and carriers—resulting in clearer decision-making, empowered franchisees, and stronger, scalable planning across the franchise.

Brightway Insurance