Case Study: IAT Insurance Group achieves faster, more accurate finance operations with Workday Adaptive Planning

Fast and accurate finance system streamlines processes and adds clarity

IAT Insurance Group, one of the largest privately held insurers, was struggling with aging legacy systems, inconsistent allocations, and heavy spreadsheet use that slowed finance operations and month-end close. The company turned to Workday Adaptive Planning to modernize its finance processes and bring more clarity and consistency to reporting.

With Workday Adaptive Planning, IAT streamlined its allocation and pooling processes, reduced AP roles from four to one, and cut month-end close time from 15–20 days to less than 5 days. Pool results that once took three days were reviewed in just one hour, giving IAT faster, more accurate numbers and freeing staff for more strategic work.

IAT Insurance Group

Katie Bandy

VP Of Finance And Accounting