Simplifying Insurance Statutory Reporting from Data to Filing

Insurance statutory reporting is complex and time‑intensive, with dense disclosure requirements, frequent regulatory updates, and manual workflows that slow teams down. Streamline statutory reporting with DFIN ActiveDisclosure by connecting data and disclosures through controlled, Excel‑linked workflows for schedule-level reporting built for speed and scale. From annual statements to supplemental schedules, insurers update data once and changes are reflected everywhere, reducing manual formatting, and version‑control risk while gaining time and consistency as disclosure volumes grow. It’s the ideal solution for meeting NAIC statutory reporting requirements.

Book a demo

Bringing Your Important Documents Together

ActiveDisclosure brings together powerful processes for handing statutory accounting and financial reporting requirements with an eye toward compliance and efficiency. It’s built to cover annual statements, quarterly statements, supplemental schedules, and statutory disclosures, all from a single platform.

Easier Updates Across Complex Schedules

Update schedules with a single push from Excel, eliminating repetitive edits across large, multi‑tab NAIC workbooks. With its schedule interdependencies, it helps you achieve a reduction in manual reconciliation and broken links across schedules.

Consistent Messaging Across Every Document

Keep your messaging consistent across MD&A-style narratives and statutory disclosures by managing recurring narrative content in a central library that updates every document automatically, reducing redundant edits and review time.

Simplified, Controlled Team Collaboration

Assign tasks, leave comments, track changes, compare drafts, and manage reviewer input—all in a single controlled, cloud‑based environment built for regulatory documentation.

Reusable Templates for Faster Annual Cycles

Develop reusable workflows and templates that minimize annual prep time while improving consistency across every reporting cycle.

The Leader in SEC Filing

DFIN’s ActiveDisclosure is a modern, cloud-based financial reporting software designed to simplify how teams create, collaborate on, and file regulated financial and business reports as well as insurance and statutory reporting.

Purpose-built for speed, accuracy, and control, ActiveDisclosure streamlines complex regulated reporting processes with real-time editing and secure workflows.

Built for Insurance Statutory Reporting Requirements

ActiveDisclosure supports the preparation of insurance statutory reporting including annual and quarterly statutory financial statements for insurance companies as well as supplemental schedules. Its structured workflows are aligned to numerous statutory reporting requirements. Additionally, it’s capable of complex schedule management so you can manage large, multi-tab statutory schedules with linked data and consistent formatting. This means your insurance company can avoid risks such as broken links and inconsistent data across schedules.