Gain Compliance: Customer Stories
Since our very first customers completed their Annual Statement filings in 2020, Gain has experienced significant and steady growth; over 400 carriers have since switched from their legacy vendor and now benefit from greater efficiency, improved data quality, and unparalleled support.
Below are just a sample of the experiences of financial reporting teams who count Gain as a trusted partner for their statutory financial reporting processes.
Abstract: In 2019, ALPS Property and Casualty Insurance Company, a single entity filer, became a Gain customer for Notes; less than a year later, ALPS expanded to Gain’s Full Statement solution. In this customer story, you will learn how a self-taught statutory accountant discovered time savings and process improvements with Gain’s modern and intuitive software.
Abstract: In 2019, Blue Cross of Idaho became a customer for Gain’s Notes solution. Based on the efficiencies realized, the company expanded to Gain’s Full Statement solution in 2021. In this Customer Story, you will learn how the removal of manual processes led to significant time savings and a marked improvement in the work experience for the financial reporting team.
Abstract: Canal Insurance Group transitioned from its legacy software to Gain Compliance for the Q1, 2023 period for its two entities and Combined Statement. In this Customer Story, you will learn how the team had navigated the obstacles in their previous vendor’s software, and what happened when those obstacles were removed.
Abstract: Columbia Insurance Group transitioned from its legacy software vendor to Gain Compliance in 2021 for their three entities and their Combined filings. In this Customer Story, you will learn how Gain’s software shortened the learning curve with the Annual Statement process for a newly-minted stat accountant, as well as what a modern software filing experience is like for those with deep knowledge and industry experience.
Abstract: When Assistant Treasurer at Cumberland Mutual, Courtney Mattus, evaluated her options for Annual Statement vendors, she was adamant that the chosen vendor provide a true, Cloud-native application. In this customer story, you’ll learn how Gain’s modern solution streamlines reporting, and how its singular focus on a better experience for statutory accountants delivered real value to Cumberland Mutual.
Abstract: When statutory reporting teams change from legacy Annual Statement software to Gain Compliance, they are often surprised by how fast and hands-off the process is to get up and going for their first filing. In this Customer Story Anthology, you will hear from a variety of Gain customers about their experience making the change and how they were supported along the way.
Abstract: For Fairmont Farmers Mutual Accountant Jeff Schuett, NAIC reporting was one of many finance and accounting responsibilities. As a practical matter, only a certain amount of his time could be applied to the company’s Annual Statement. To ease resource constraints, Jeff hired another accountant with whom he could share some of these responsibilities in 2021. In this Customer Story, you’ll learn how the move to Gain Compliance made it easy for him to introduce a new person into the company’s statement processes and of the efficiencies realized with a modern, Cloud-native solution.
Abstract: In 2018, Falcon Insurance Company implemented Gain Compliance’s Notes solution. Its experience with the software and support over the following two years convinced the Financial Reporting team to expand to Gain’s Full Statement solution. In this Customer Story, you will learn about how a modern software solution provided Falcon a new perspective on its legacy vendor, and how the team realized value when it made changes to established processes around Statutory Financial Statements.
Abstract:Gain Compliance enabled Noelle Wolf, FFVA’s Director of Financial Reporting, to achieve process efficiencies and a peace of mind previously unknown with her legacy vendor. In this customer story, you’ll hear how she experienced immediate benefit upon moving to a modern software solution.
Abstract: Grange Mutual Group transitioned from its legacy software vendor to Gain Compliance in 2020 for its eight entities and associated Combined filing. In this customer story, you will learn how a veteran team transitioned from a familiar product and relationship with a long-standing vendor to take a chance on a newly-available, native-cloud solution. In the process, Grange found a vendor partner as committed to continuous improvement as they were.
Abstract: In 2023, ICW Group transitioned its six reporting entities to Gain Compliance. In this customer story, you will learn how Gain’s live data model transformed operations from the perspective of three members of its financial reporting team.
Abstract: Illinois Casualty, like all insurers, faces a significant reporting burden. This is particularly evident at the beginning of each year when not only the Annual Statement is due, but also Premium Tax and numerous state-specific filings as well. In this customer story, you’ll learn how Gain streamlined State Page reporting and automated data sharing between Gain’s Annual Statement software and TriTech’s PremiumPro and State Forms solutions.
Abstract: Inland Mutual and Safe Insurance Company are separate but related entities that transitioned to Gain Compliance in 2022. Previously, David Stump, the CFO, had been reluctant to change due to the familiarity he had with his prior annual statement product. In this customer story, you will learn how Gain’s modern software won him over.
Abstract:In early 2018, Midwest Family Mutual (MFM) became one of the first carriers to implement Gain Compliance’s Notes solution. This experience turned their CFO, Kristie Van Pelt, into an ardent fan. In this customer story, you will learn about how the expansion to Gain Full Statement made things easier for her during a time of transition.
Abstract: In 2021, NC Grange Mutual, a single-entity filer based in North Carolina, transitioned to Gain Compliance. In this customer story, you will learn how the company’s President managed the statutory reporting process, and what happened after she moved from her legacy annual statement vendor to Gain.
Abstract: In 2021, NC Grange Mutual, a single-entity filer based in North Carolina, transitioned to Gain Compliance. In this customer story, you will learn how the company’s President managed the statutory reporting process, and what happened after she moved from her legacy annual statement vendor to Gain.
Abstract: In 2018, Oklahoma Farm Bureau became an early Gain Compliance customer for Notes and transitioned to the Full Filing solution several years later. In this Customer Story, you will learn how Gain’s modern software and best-in-class support model improved outcomes for the financial reporting team and how this has provided peace of mind as the team looks to the future.
Abstract: When statutory reporting veteran Cory Brown became CFO at PracticeProtection, he was tasked with staffing up a financial reporting team to complete the statutory filings for the company’s two reporting entities. In this customer story, you will learn how Cory’s prior experience with Gain at one of the largest U.S. insurers informed his decision making in this role. You will also understand how Gain compressed the time for a newly-minted statutory accountant to make a meaningful contribution to the Annual Statement reporting process.
Abstract:In 2020, the statutory reporting team from RSUI upgraded from its legacy Annual Statement software. In this Customer Story, you’ll learn how the switch to Gain yielded material process improvement, including for the production of RSUI’s three Combined filings which leverage data from related subsidiaries.
Abstract Service Lloyds transitioned from their legacy software vendor for their two entities and their Combined filing for the 2022 Annual Statement. In this customer story, you will learn how Gain’s modern design provided automation and greater visibility into their statements.
Abstract: In 2021, single-entity filer Sunz Insurance transitioned completely from its legacy annual statement solution to Gain Compliance after using Gain’s Notes solution. In this customer story, you will learn how two stat veterans, who were very familiar and comfortable with their prior vendor’s product, recognized the benefits of embracing new technology for their NAIC filings.
Abstract: In 2023, VYRD Insurance transitioned to Gain Compliance. As a dynamic startup, the company’s lead on statutory financial statements, Valerie, adeptly navigated new territory as a beginner to the yellow book process. This Customer Story showcases how Gain’s intuitive software streamlined the learning process, empowering Valerie to excel.