Palo Alto Integrates with American Family Insurance to Support Small Businesses

By CIOReview | Thursday, January 14, 2016
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EUGENE, OR: Palo Alto Software, a provider of small business planning and financial management software, has collaborated with American Family Insurance,  a mutual property/insurance company to support the needs of small business owners.

With this partnership, Palo Alto Software’s LivePlan business planning and small business dashboard tool will be integrated into the American Family internal corporate platform. It will be customized with a suite of tools to support the unique needs of American Family’s agents while helping small business owners plan strategically to better manage their growing businesses.

The new collaboration also enables American Family Insurance agents to tap the power of LivePlan to develop strategic forecasts and get programmed graphic views of key performance indicators through its small business dashboards. Using the LivePlan Scoreboard,  agents can easily predict and track performance based upon the evolving dynamics of their business. The LivePlan Scoreboard also automates the information an agent needs to track and manage their results,  consisting key financial statements detailing the health of their business. The details help agents to make plans and educated decisions as the figures change.

“Today’s business environment demands quick forecasting and better tools. With our integration, our goal is to help American Family agents become more successful, with a powerful,  customized small business management suite that all agents will benefit from, ” says Sabrina Parsons, CEO of Palo Alto Software.