Simplify complex insurance reporting in the cloud, from statutory and financial reporting to Model Audit Rule (MAR) compliance.

  • Produce and maintain complex documents with connected data and reports

    Insurance companies face complicated regulations related to MAR, ORSA, statutory and financial reporting, and other regulatory disclosures. Organize these intricate reports in one environment, with contributor access that you control.

    Connect documents and data

    Connect documents and data

    Workiva combines insurance documents, workbooks, and presentations with convenient dashboards in one easy-to-use cloud solution. Link data across entities and documents for all of your reporting, including:

    • Statutory reporting
    • MAR (Model Audit Rule)
    • ORSA (Own Risk and Solvency Assessment)
    • Broader reporting and compliance
    • Investment reporting
    • Enterprise risk management (ERM)
  • Collaborate in real time

    Enable internal and external groups to work on the latest version of a document at the same time in the cloud. Control who can access, view, and edit specific sections, with an audit trail capturing every change.

    Single source of truth

    No more waiting in line

    Multiple individuals and teams can work simultaneously on the same documents from different locations. Commenting threads and tasking keep everyone informed in a single platform.

  • Leverage insurance data in many forms

    Data can be both structured and unstructured, changing or static, and come from multiple systems. Eliminate the challenges of different data formats with Workiva by automating the manual tasks of compiling and aggregating of data.

    Single source of truth

    A connected source of data

    Workiva delivers a cloud repository for all your company's data. Everyone can reference the most up-to-date numbers from a secure, central location.

    Easily automate the transfer of structured and unstructured data from ERP, ERM, CRM, GRC, HCM, and other systems. Teams can pull from the same data for multiple reports.

  • Streamline your insurance reporting processes

    Gain time by eliminating error-prone manual tasks. Report collaboration, data linking, version control, and automatic audit trails ensure accuracy and a consistent, repeatable process.

    The power of linking

    Have confidence in your data and narrative

    Linking data or text allows you to connect information across documents. When the source information is updated, any related content automatically updates, keeping your documents in sync.

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  • If you're able to spend less time mining data and more time analyzing, there's added value in the work you're doing. With Wdesk, our teams can focus on working trend analysis, error rate change, issue identification rates, data quality issue tracking, and identifying root causes in various departments.

  • We are able to spend more time reviewing and analyzing, and less time accumulating data and getting it into the document.

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