Financial Reporting Deserves Modern Software
With the first new solution on the market in two decades (yes, you read that right), 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.
SSAP and Blanks Update
BWG Call – 11/17/2022
SSAP and Blanks Update
NAIC Spring Meeting – 4/4/2022
SSAP and Blanks Update
BWG Call – 7/22/2021
SSAP and Blanks Updates
BWG Call: 3/16/2021
2020 Instructions Update - schedules
2020 – Schedules Update
SSAP and Blanks Updates
SAPWG Call – 10/13/2020
SSAP and Blanks Updates
SAPWG Call: 6/15/2020
SSAP and Blanks Updates
BWG: 12/17/2019
NAIC Summer Meeting Updates
Summer SSAP and Blanks Updates
SSAP and Blanks Update
SAPWG Call – 10/24/2022
SSAP and Blanks Update
BWG Call – 3/29/2022
SSAP and Blanks Update
BWG Call – 5/26/2021
SSAP and Blanks Updates
SAPWG Call: 3/15/2021
SSAP and Blanks Updates
SAPWG Call: 12/18/2020
SSAP and Blanks Updates
BWG Call: 8/27/2020
NAIC Fall Meeting Updates
Fall SSAP and Blanks Updates
NAIC Spring Meeting Updates
Spring Updates – 2019
Annual Statement Update (Part 1)
Summary of Changes to the 2018 Annual Statement, Part 1
SSAP and Blanks Update
SAPWG Meeting – 8/10/2022
SSAP and Blanks Update
A&H Exhibit Update – 1/26/2022
SSAP and Blanks Update
SAPWG Call – 5/20/2021
Update on Sch. D, Part 2, Sec. 2
2020 – Validations Update
SSAP and Blanks Updates
BWG Call: 12/16/2020
SSAP and Blanks Updates
Summer Meeting: 2020
SSAP and Blanks Updates
BWG Call (2): 5/28/2020
SSAP and Blanks Updates
BWG Call: 10/22/2019
NAIC Fall Meeting Updates (Part 2)
SSAP and Blanks Updates, Pt. 2
SSAP and Blanks Update
SAPWG Call – 5/24/2022
SSAP and Blanks Update
SAPWG Call – 1/27/2022
Update on Note 22
Note 22 – Events Subsequent
2020 Instructions Update - Notes
2020 – Notes Update
SSAP and Blanks Updates
SAPWG Call: 11/12/2020
Accounting Task Force Updates
APPTF Call: 7/22/2020
SSAP and Blanks Updates
SAPWG Call: 1/8/2020
SSAP and Blanks Updates
BWG Call: 8/20/2019
NAIC Fall Meeting Updates (Part 1)
SSAP and Blanks Updates, Pt. 1