Palo Alto Software partners with American Family Insurance to help local agents grow their business with LivePlan

American Family's Agents Gain Access to Customized Edition of LivePlan To Plan, Build, and Manage Their Local Business

EUGENE, Ore., Jan. 12, 2016 /PRNewswire/ -- Palo Alto Software, the world leader in small business planning and financial management software, today announced a partnership with the nation's third-largest mutual property/casualty insurance company, American Family Insurance. Palo Alto Software's LivePlan business planning and small business dashboard tool will be integrated into the American Family internal corporate platform and customized with a suite of tools to support the unique needs of their 3,000+ agents, to help these small business owners plan strategically to better manage their growing businesses.

"Today's business environment demands quick forecasting and better tools," says Sabrina Parsons, CEO of Palo Alto Software, Inc. "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."

Now, American Family Insurance agents will be able to tap into the power of LivePlan to create strategic forecasts and get automated graphic views of key performance indicators through its small business dashboards. Furthermore, LivePlan's new forecasting features give agents the ability to more easily predict and track performance based upon the ever-changing dynamics of their business using the LivePlan Scoreboard. The LivePlan Scoreboard for American Family insurance automates the information an agent needs to track and manage their results, including key financial statements detailing the health of their business. Access to these automated reports allows the agents to actively plan and make educated decisions as their figures change.

"At American Family, we believe active planning is an important part of continually looking forward to serve our customers and support our agents," said Nick Adrian, Agency Strategy Business Director for American Family Insurance. "This partnership is another example of how we live our customer and agent commitments."

For more information about how Palo Alto Software's LivePlan can help bring your business to the next level, please visit:

About Palo Alto Software:

Based in Eugene, Oregon, Palo Alto Software, Inc. is the world leader in small business planning and strategic forecasting. It develops and publishes tools, products, and content to help small and midsized businesses pitch, plan, manage, and grow their ventures. LivePlan, the company's flagship product, is a SaaS (software as a service) solution for dynamic business planning and small business management. Palo Alto Software has been the market leader in its category for more than 15 years, serving over two million entrepreneurs in 180 countries. The company was founded in 1988 by business planning expert Tim Berry, and is now led by CEO Sabrina Parsons. For more, visit

About American Family Insurance

Madison, Wis.-based American Family Insurance is the nation's third-largest mutual property/casualty insurance company and ranks 358th on the Fortune 500 list. The company sells American Family-brand products, including auto, homeowners, life, business and farm/ranch insurance, through its exclusive agents in 19 states. American Family affiliates (The General, Homesite and AssureStart) also provide options for consumers who want to manage their insurance matters directly over the Internet or by phone. Web:; Facebook:; Twitter:; Google+:

SOURCE Palo Alto Software


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