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.

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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.

Insurance statutory reporting at scale

Manage complex reporting requirements for multiple states, entities, and lines of business.

Supercharge what you do.

Stop manually entering data into reports for regulators at the national level and everywhere you operate.
Compliance, actuarial, and risk teams can reference the most up-to-date numbers from a secure, central location, pull from the same data set for multiple reports, and link data and text across numerous documents and reports.
When you update source information, any linked content automatically updates, keeping your documents in sync.

Faster work, with fewer errors.

Embedded commenting threads, tasking, and automatic audit trails help keep everyone informed in a single work environment, even when everyone’s in a different location.
And yeah, that includes actuarial memorandum, IFRS requirements, and capital and solvency reporting, too.

Awesome audit processes.

Give your team a flexible, intuitive solution for Model Audit Rule (MAR) compliance and other broad internal controls requirements.

Connected compliance, connected controls.

Insurance firms of all sizes manage their entire internal controls process from roll forward through year-end with our intuitive platform.
Connect data and narratives to update them instantly, ensuring confidence in critical information.
Our comprehensive platform provides support for risk assessment, documentation, evidence management, testing, issue tracking, reports and dashboards, and certification.

A solution for Solvency II deliverables

Use a single strategic platform for the qualitative and quantitative reporting aspects of Solvency II and other global insurance regulatory regimes governing risk and capital management.

ORSA, RSR, and SFCR

Tackle your Regular Supervisory Report (RSR), Solvency and Financial Condition Report (SFCR), and Own Risk and Solvency Assessment (ORSA) in a connected cloud environment to more efficiently engage contributors across departments, simplify documentation and data management, and clearly present complex topics with easily understood narration and illustration.

Gain greater visibility into risk levels and controls.

Simplify tracking and manage assessment feedback in real time, enabling a stronger ERM program.
Optimize the capture of your most critical ERM risk data, leaving more time for risk analysis and action.

See what you can do with Workiva.

Insurance Stat Reporting

SEC Reporting

Audit

Banking

Investments

ERM

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.

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