Automate the flow of insurance policy data, annuity performance, and retirement plan metrics from Corebridge into Planful for budgeting and forecasting. Stop manually exporting policyholder data, rebuilding spreadsheets, and reconciling product performance across systems.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically push premium revenue, annuity payouts, and policy renewals from Corebridge into Planful budget line items and revenue forecasts. Keep financial plans current with actual policy performance without manual data exports or spreadsheet reconciliation.
Stream retirement plan contribution and distribution data from Corebridge into Planful to update cash flow forecasts and liability projections. Finance teams get real-time visibility into plan obligations without rebuilding models each month.
Pull product performance metrics, policy lapse rates, and portfolio analytics from Corebridge and format them for Planful board reports. Create presentation-ready financials that combine policy data with consolidated entity results automatically.
Send approved budget targets and product line forecasts from Planful into Corebridge to align insurance product development with financial plans. Product teams access budget constraints and revenue targets directly in their policy management system.
Monitor premium income, surrender rates, and annuity payouts in Corebridge against Planful forecast assumptions. Trigger alerts when variance thresholds are exceeded so finance can update models before monthly close.
Aggregate policy data across multiple Corebridge entities or business units and map to Planful consolidation hierarchies. Eliminate manual entity-level data collection and ensure consolidated financials include current policy performance across the organization.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Corebridge and Planful 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 Corebridge's insurance product hierarchies and Planful's planning dimensions, so you can map policy data to budget structures without custom field mapping.
Redbird automatically maps Corebridge policy types, annuity products, and retirement plan structures to Planful accounts, entities, and planning versions. The AI recognizes premium revenue streams, distribution obligations, and product hierarchies, then aligns them with budget line items and forecast drivers. No manual schema mapping or transformation logic required—just describe what you want to sync and Redbird handles the structural differences between insurance operations and financial planning systems.
faster than exporting Corebridge data and rebuilding Planful models manually
Redbird can pull from Corebridge and Planful 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 Corebridge or Planful.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Corebridge into Planful, or from Planful back into Corebridge. 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 policy event in Corebridge or planning change in Planful—Redbird connects them both.
Trigger when a new insurance policy is issued or an existing policy renews in Corebridge.
Fire when an annuity distribution or payout is processed for a policyholder.
Trigger when a contribution or distribution is recorded for a retirement plan account.
Write updated performance data, lapse rates, or analytics back to policy records.
Generate a new compliance or regulatory report entry in Corebridge.
Push policyholder demographics and account details to connected analytics platforms.
Trigger when a budget or forecast version is approved and locked in Planful.
Fire when actual vs. budget variance crosses a defined threshold in any account.
Trigger when a key driver, assumption, or input value is changed in a planning model.
Write actuals or revised projections to specific accounts or forecast line items.
Add a new consolidation adjustment or intercompany elimination to a reporting entity.
Update the data source behind a board presentation or executive report in Planful.
Sync Corebridge policy data with Planful financial models automatically. See how Redbird AI eliminates manual data work between insurance operations and FP&A.