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 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.

Bringing Your Important Documents Together

ActiveDisclosure brings local-country statutory filings, annual reports, and board materials together in one controlled environment, using direct Excel connectivity and structured workflows to ensure consistent, up-to-date reporting with fewer manual updates.

Easier Updates Across Complex Schedules

Update schedules with a single push from Excel, eliminating repetitive edits across large, multi‑tab workbooks.

Consistent Messaging Across Every Document

Keep your messaging consistent 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.

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

Real Excel Integration with Live Linked Data

Compliance-Ready Outputs without Manual Reformatting

Centralized Disclosure Libraries Across Reports to Drive Consistency

Expert-Backed Accuracy from Discovery to Delivery

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