Keep your benefits captive business on plan

We manage employee benefits captives. Our finance team needs actuals, employer growth, renewal timing and staffing assumptions connected to the operating plan. Can you prepare the budget and forecast, show the basis and keep each cycle current?

Mage

Yes. We’ll connect the inputs, implement your planning rules and check the result with your finance team.

Prepare operating budgets and forecasts
Keep employer records current
Track renewal handoffs
Use maintained data for answers, charts and approved AI work

Start with one review pack and the systems your team already uses.

Overview

We build it. Your team puts it to work.

Connect financial actuals, employer growth and renewal assumptions into an operating plan your finance team can review as the business changes.

We handle the implementation

We connect the agreed sources, build the workflow, and check the prepared operating forecast with your team.

We keep the work running

Recurring runs, checks, and safe recovery stay with us. Decisions that need your judgment come to your team.

You use the result

Ask what changed in the operating forecast, compare employer-growth scenarios and build approved reports from the maintained finance data.

Connect employer growth to financial decisions

Mage connects your systems, learns your business rules, and keeps these solutions running.

Operating forecastFrom actuals and employer plans

Apply planning rules

Reconcile actuals

Planning cycle

Prepare budgets and forecastsBring actuals, employer growth, renewal timing and staffing assumptions into your corporate planning model. Deliver a reconciled operating budget and rolling forecast for finance review.Explore financial planning

Which employer records need review?

Focus the reviewChecked employer recordsEmployer group records

Check effective dates

Keep employer records currentMatch group records and dates. Flag gaps before reporting.

Renewal review listRenewal dates and statusRecurring review

Match renewalsCheck handoff status

Track renewal handoffsConnect dates and owner updates. Keep renewal gaps visible.

From finance inputs to a reconciled operating outlook

We connect the agreed ledger, employer records and planning tools, implement your model and checks, then deliver the review pack to your finance team.

Operating forecast

InputActuals and employer plans

RuleApply planning rules

CheckReconcile actuals

TimingPlanning cycle

OutputOperating forecast

ForFinance and operations

Start with trusted recordsMap accounts and periods. Confirm employer drivers.

Retain account mappings, reporting periods and approved assumption versions. Keep corporate operating revenue separate from employer claims and captive funds.

Planning cycle

Actuals and employer plans

Apply planning rules

Reconcile actuals

Build around your rulesUse approved assumptions. Reconcile accepted actuals.

Reference

Account mappingsForecast v03

Model versionReconciled

ResultFor review

Prepared

Account mappingsForecast v03

Model versionReconciled

ResultFor review

Check the resultAgree the planning basis. Review the first forecast.

Launch operating forecastReady for review

Approve the launchYour team reviews the result. Keep required approvals.

Keep the next planning cycle connected to its sources

Refresh the operating outlook as accepted actuals and approved assumptions change. Missing inputs and reconciliation differences remain visible for review.

Operating forecastResult reviewed

Apply planning rules

Missing actuals periodRecovery checked

Actuals reconciled

Recover within the rulesRetry the required source. Hold the affected refresh.

Check operating forecast

planning records ready

planning records held

Forecast prepared

Check for exceptionsRetain the source basis. Check period totals.

Meet the delivery windowAgree peak volumes. Plan the delivery window.

Use the same data to answer the next question

Ask what changed in the operating forecast, compare employer-growth scenarios and build approved reports from the maintained finance data.

What changed between the budget and the latest operating forecast?

Your systems stay. Your team stays in control.

Finance owns assumptions, accounting policy and plan approval. Employer claims, captive premium and capital remain distinct from the manager’s corporate operating revenue; coverage and underwriting decisions stay with authorized teams.

Runs where you need it

Team spaces

Access you control

FinanceF

Draft

GrowthG

Review

OperationsO

Live

Your systems

Keep your systems

Use agreed sources. Choose where it runs.

Your decisions

Control access

Set team access. Review each change.

Our support

Get ongoing help

Get help with issues. Plan agreed changes.

Explore enterprise

Start with your operating forecast

Tell us what your operating forecast must contain, who uses the result, and when it is needed. We’ll work with you on implementation, result checks, and ongoing operation.