Managing allocations effectively in the insurance sector

By Deloitte Consulting LLP · Deloitte · 2025 · CFE201-114-27

A May 2025 Deloitte paper on how chief financial officers in the insurance sector can manage expenses through cost allocations. It outlines the challenges and leading practices for expense allocations in the insurance industry, emphasizing the need to address intricate allocation processes, a lack of transparency, and the need for robust IT infrastructure and talent.

On the syllabus

Exam CFE-201 — outcomes 3b, 3c.

Executive summary

Challenges for the insurance industry

Distinctive business challenges for insurance subsectors

Allocations: Self-inflicted complexity

Solution perspective

Contacts

Sources

Managing allocations effectively in the insurance sector (Deloitte, May 2025) — the document: title page (title, date), contents page (the divisions listed here, except its "Key takeaways" division, which the page standard does not carry) and executive summary for the lead
Effective insurance cost management strategies (Deloitte web page) — the web version of the paper, which links the PDF and names Deloitte Consulting LLP as the issuer
CFE 201 Syllabus, Mar 2027/Jul 2027 (SOA) — the reading (CFE201-114-27) and its learning outcomes
CFE 201 Introductory Study Note, March 2027 (SOA) — the study-note code CFE201-114-27 and its title