The challenge

A longstanding client previously worked with Milliman to consolidate numerous acquired closed blocks into a single Integrate model. The business is now expanding from primarily inorganic growth to a strategic focus on organic new business activities and more advanced asset and liability management.

This represented a significant transition from established production processes to incorporating rapid what-if iterations, aimed at facilitating informed management decisions.

Results with Integrate

The client has expressed a strong interest in expanding beyond a restricted production process and aims to make their models accessible to other business sectors to support analysis and decision-making. To facilitate this, the client is utilizing the accessibility and usability of Integrate’s automation routines to conduct what-if analysis using production models within a secure sandbox environment.

We opened Integrate’s architecture to allow for the automated population and execution of Excel-based processes, recognizing that the client’s new growth strategy necessitated a more flexible platform to accommodate rapid changes.

We are currently working in collaboration with the client to integrate their custom tools within Integrate’s comprehensive workflow automation and governance platform.