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Insurance Reporting

Protect your reputation like you protect your customers.

Now you can do you—with the clarity you need for speed and accuracy, from an N-4 or N-6 to statutory reporting to an actuarial memorandum.

Rock your reports

Risk management and financial reporting for an insurance company are all about keeping the business healthy and proving to customers and regulators how rock solid you are. 

Use our platform to simplify internal controls, statutory and financial reporting, and regulatory compliance across all lines of business, no matter what circumstances come your way.

We can help with:

  • Financial and insurance statutory reporting

  • Long duration targeted improvements (LDTI)

  • Actuarial opinion or an actuarial memorandum

  • Model audit rule (MAR) compliance

  • IFRS requirements

  • Solvency II, ORSA, and other global regulatory requirements

Thousands of organizations are transforming the way they work.

Connect data, connect the dots.

With connected data, your data lineage is no longer a mystery. Stop blindly trusting your information—trace its journey for yourself across all the insurance products and annuities you offer.

Automate and elevate.

We help teams automate the basic, repetitive stuff—from data aggregation, controls testing, or even updating common language across hundreds of separate accounts/lines of business—so you can tackle the tasks that need your unique expertise.

Make decisions that matter.

Gain greater visibility into data, and spend less time doing busy work so you can focus on providing the strategic recommendations that take you and your team to the next level.

More ways to get the most from our platform.

Tap into our partner network.

Yep, the technology is pretty amazing. But there’s a whole family of resources here to tailor for your specific needs.

Truth and trust at scale. We deal with the complexity so your team doesn’t have to.

Annual Statement Data Sources Systems Trial Balance 12/31 12/31 12/31 12/31 Period Account Amount Deffered Acquistion Costs Securities Policyholder Account Balances Common Stocks 221,092 4,687,399 8,020,004 77,900,503

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