Redbird AI automates the flow between your enterprise planning platform and insurance operations. Stop manually exporting policy performance data for financial models or rebuilding retirement plan forecasts in spreadsheets—let AI handle the sync, transformation, and analysis across both systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically pull policy-level revenue, claims, and profitability data from Corebridge into Anaplan's financial planning models. Redbird maps product lines to planning dimensions and updates actuals against forecast in real time, enabling finance teams to analyze variance and reforecast without manual data pulls.
Flow territory plans, agent headcount forecasts, and sales targets from Anaplan into Corebridge's agent management and commission systems. This keeps commission structures aligned with corporate planning assumptions and eliminates reconciliation between finance and sales ops.
Redbird extracts historical contribution patterns, withdrawal rates, and policyholder demographics from Corebridge and enriches Anaplan's retirement product planning models. AI identifies seasonality and cohort behavior to improve forecast accuracy for new product launches and capital planning.
Monitor key metrics like lapse rates, claim frequency, and premium collection against Anaplan plan versions. When Corebridge actuals fall outside tolerance thresholds, Redbird triggers alerts with context about which planning assumptions need revision and suggested adjustments based on trend analysis.
Generate executive dashboards that blend Anaplan's annual retirement product budgets with Corebridge's policy-level performance data. Redbird handles dimensional mapping between planning hierarchies and product taxonomies, producing variance reports formatted for board presentations and regulatory filings.
When finance teams build new product launch scenarios in Anaplan, automatically sync volume assumptions and pricing structures to Corebridge for underwriting capacity planning. This ensures operational teams can stress-test servicing requirements and capital allocation before product rollout.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Anaplan and Corebridge with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands both Anaplan's multi-dimensional planning models and Corebridge's insurance policy schemas—so you can connect planning assumptions to operational reality without custom middleware.
Redbird maps Anaplan's driver-based models, scenario versions, and planning dimensions to Corebridge's policy attributes, annuity product codes, and retirement plan hierarchies. The AI identifies matching entities across systems—like mapping product lines in Anaplan to policy portfolios in Corebridge—and handles version control when syncing actuals back to planning cycles. It recognizes when Corebridge premium data needs aggregation to match Anaplan's consolidated reporting levels and applies the right transformations automatically.
faster than exporting Corebridge data to CSV and manually loading into Anaplan model inputs
Redbird can pull from Anaplan and Corebridge simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Anaplan or Corebridge.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Anaplan into Corebridge, or from Corebridge back into Anaplan. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any planning event in Anaplan or policy update in Corebridge—Redbird handles the rest.
Fires when a new planning scenario or forecast version is published in Anaplan.
Triggers when financial actuals are loaded into Anaplan for variance reporting.
Detects updates to key drivers or assumptions in Anaplan financial models.
Write specific data points into Anaplan planning modules or input sheets.
Generate new planning scenario versions in Anaplan with external data.
Initiate Anaplan calculation processes after data updates from external sources.
Fires when new insurance policies are created or existing policies are modified in Corebridge.
Triggers when policyholder contributions are posted to retirement or annuity accounts.
Detects changes to claims records or loss ratios across policy portfolios.
Modify policy fields or product parameters in Corebridge based on planning data.
Generate point-in-time portfolio performance records for historical analysis.
Mark policies in Corebridge when planning variance thresholds are exceeded.
See how Redbird AI can automate the connection between your Anaplan planning models and Corebridge insurance operations—no custom integration work required.