Statutory Reporting
Every statutory schedule tied back to the ledger and source file before the officers sign.
Why it matters
Quarterly and annual statements are assembled from many systems in spreadsheets; tie-outs and variance notes eat the close, and late surprises land days before the deadline.
How the solution handles it
Agents gather ledger, claims, reinsurance and investment data, prepare the schedules, tie and crossfoot them, explain quarter-on-quarter variances and draft notes with every figure cited to its source. A financial controller reviews and signs.
How a filing moves
Five agents gather data, prepare schedules, tie out, explain variances and draft notes; a financial controller reviews and signs.
What it reads, and what it hands back.
What goes in
- General ledger and trial balance
- Claims and reserve data
- Reinsurance ceded and assumed
- Investment schedules
- Prior statements and instructions
What comes out
- Draft statement schedules
- Tie-out and crossfoot results
- Variance explanations, cited
- Draft notes to the statements
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
Sources: NAIC annual statement due March 1; quarterly 45 days after quarter-end in many states · “Target” = design goal, measured in the live solution · “Typical” = typical industry figure · “Estimated” = our estimate
5 specialist agents. One person decides.
More in this division.
Every AI system the insurer uses inventoried, tested and documented, ready for the regulator’s first question.
Exam ReadinessEvery examiner request answered from cited files, with sampled claims and policies tested in hours.
Rate & Form FilingsEvery rate and form filing checked against state rules and past objections before it goes to SERFF.
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