Financial Reporting Deserves Modern Software
With the first new solution on the market in more than 15 years, our fresh approach eliminates the headaches of your NAIC Statutory Filings.
Focus on your data. We’ll take care of the rest.
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Built for Insurance Statutory Accounting
Notes Made Easy
The notes of annual and quarterly statements are challenging. Drafting, reviewing, and filing a document that is both accurate and compliant is much harder than it needs to be. We automate the manual tasks of document formatting, integrating NAIC and SAPWG updates, and ensuring consistency between the Notes and electronically-filed data
Comply with the NAIC
A recent analysis of Statutory Financial Statements showed that over half of filed documents were not compliant with the NAIC guidelines in two or more areas, and almost one in three reported data incorrectly between the PDF document compared to the electronic filing.