Focuses on automating regulatory reporting processes for insurance companies while improving data accuracy and adherence to legal standards.
Software that automates the preparation and submission of required regulatory filings, ensuring accuracy and timeliness of information provided to insurance departments.
More Regulatory Reporting Tools
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Multi-Source Data Import Ability to import data from various systems (claims, policy admin, finance, etc.). |
Product documentation states capability to import data from claims, policy admin, and financial systems. | |
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Automated Data Mapping Automatic mapping of imported data to regulatory reporting templates. |
Marketing materials highlight automatic mapping to regulatory templates. | |
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Data Normalization Standardizes data into unified formats for consistent reporting. |
Claims to standardize and normalize disparate data as part of reporting pipeline. | |
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Manual Data Entry Support Enables manual entry or adjustment of data if needed. |
Supports override, adjustment and manual entry based on product FAQ. | |
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Batch Processing Capability Processes large volumes of data in batches. |
Batch ingestion mentioned as standard practice for high volume clients. | |
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Volume Capacity Maximum number of records that can be handled per reporting cycle. |
No information available | |
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Duplicate Data Detection System flags duplicate data entries during integration. |
Feature list mentions duplicate check and deduplication during upload. | |
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Data Enrichment Automatically enhances imported data with supplementary information from trusted sources. |
No information available | |
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Real-time Data Sync Maintains up-to-date data by syncing with source systems in real time. |
Real-time integration called out for major core platforms. | |
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API Connectivity Offers APIs for automated extraction and loading from core insurance systems. |
Public API documentation for extracting and loading data. |
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Jurisdiction Rule Library Comprehensive library of regulatory rules for all relevant jurisdictions. |
Library of regulatory rules maintained for covered jurisdictions per product page. | |
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Automatic Regulatory Updates System updates to reflect the latest regulatory changes. |
Automatic updates for new regulatory requirements is a product differentiator. | |
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Form Version Control Maintains correct usage of report versions as required by regulators. |
Supports tracking and enforcement of correct template versions. | |
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Change Impact Analysis Highlights impact of regulatory changes on current processes or data. |
No information available | |
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Statutory Reporting Templates Pre-built templates for common statutory filings (NAIC, Solvency II, etc.). |
Standard templates for NAIC, Solvency II, and other authorities highlighted in solution brief. | |
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Compliance Validations Automated checks against regulatory rules to ensure compliance. |
Automated rule validations for compliance are prominently described. | |
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Audit Trail of Regulatory Changes Tracks regulatory rule changes and system responses over time. |
No information available | |
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Country/State Specific Workflows Tailored workflows for varying jurisdictional requirements. |
Jurisdictional workflow customization found in product documentation. | |
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Exemption Handling Management of circumstances and documentation where exemptions apply. |
No information available | |
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Regulatory Calendar Visualizes filing deadlines and regulatory event schedules. |
Calendar of key deadlines and regulatory events shown in user interface screenshots. |
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Automated Filing Generation Creates mandatory reports without manual intervention. |
Product emphasizes automated report assembly for filings. | |
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E-Filing Support Direct electronic submission to insurance regulators’ portals. |
E-filing and direct transmission to regtech endpoints described as core features. | |
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Bulk Filing Capabilities Handles multiple filings simultaneously for large insurers. |
Handles bulk uploads and filing for grouped entities. | |
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Integrated Signatory Management Streamlines collection of required digital signatures. |
No information available | |
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Report Scheduling Ability to schedule generation and submission of filings. |
Schedulers for automated report generation and delivery are present. | |
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Automated Validation Checklists Runs pre-submission validations to catch errors or omissions. |
Runs automated checklists for error and omission before submitting. | |
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Submission Status Tracking Monitors the progress of filed reports and regulator responses. |
Report status and regulator feedback flow visible in dashboard. | |
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Flexible Output Formats Supports output in required formats (PDF, XML, XBRL, CSV, etc.). |
Supports output in PDF, Excel, XML, and CSV. | |
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Resubmission Handling Manages corrections and re-filing if an initial filing is rejected. |
Manages error corrections and re-submission workflows. | |
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Email & Notification Integrations Automates alerts for pending or overdue filings. |
Integrates alerting and reminders for time-sensitive tasks. |
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Detailed Audit Logs Tracks every system and user action for complete transparency. |
Detailed logs of actions and system events described as available for audits. | |
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User Action Tracking Links changes in reports to individual users. |
Granular user logging implemented for traceability. | |
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Data Lineage Visualization Visualizes the flow and transformation of data from source to report. |
Data lineage visualization for traceability is advertised. | |
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Time-Stamped Change History Provides time and date stamps for all edits and submissions. |
All actions timestamped for compliance and audit. | |
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Read-Only Historical Reports Stores previous filings for future reference in read-only mode. |
System stores previous reports in immutable/read-only form. | |
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Exportable Audit Trails Offers audit logs in exportable formats for regulators or auditors. |
No information available | |
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Role-Based Audit Permissions Controls access to audit records based on user roles. |
Role-based visibility and export controls mentioned. | |
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Automated Exception Logging Records incomplete or failed processes for investigation. |
No information available | |
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Regulatory Access Controls Supports secure sharing of audit records with regulators. |
No information available | |
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Tamper Detection Detects and reports any unauthorized alterations to records. |
No information available |
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Automated Data Quality Checks Systematic validation of data accuracy and completeness. |
Automated data validation checks are run during import and prior to filing. | |
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Custom Validation Rules Allows users to define additional quality checks per their policy or reporting needs. |
Users can define and save custom business validation logic. | |
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Anomaly Detection Detects out-of-range or unexpected data values. |
Product highlights anomaly detection to flag unexpected data. | |
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Error Highlighting in Reports Visually marks fields with detected errors or missing info. |
Error highlighting in reports indicated as part of data quality workflow. | |
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Data Completeness Dashboard Provides visual metrics of data quality status. |
Visual dashboards of data completeness stated as standard for monitoring data health. | |
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Validation Coverage Number of unique validation rules enforced. |
No information available | |
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Duplicate Record Elimination Automatically identifies and eliminates duplicate records. |
System will automatically eliminate detected duplicate records. | |
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Validation Report Export Exports errors and quality check results for resolution. |
Can export detailed report of validation outcomes. | |
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Interactive Error Resolution Allows users to review and fix validation issues inline. |
Inline editing and resolution of errors described in product sheets. | |
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Audit of Validation Failures Tracks and logs all failed validations. |
No information available |
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Role-Based Access Control (RBAC) Enforces permissions based on user roles (admin, preparer, approver, auditor, etc.). |
Role-based access strongly emphasized in security overview. | |
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Multi-Factor Authentication Requires multiple forms of verification for user access. |
Multi-factor authentication listed as supported security option. | |
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End-to-End Encryption Encrypts data both in transit and at rest. |
Encrypts data both in transit and at rest - compliance with industry standards. | |
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Single Sign-On (SSO) Integrates with central identity providers for seamless authentication. |
No information available | |
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Granular Data Permissions Defines access at the field, report, or function level. |
No information available | |
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Activity-Based Session Timeouts Logs users out after predefined inactivity. |
No information available | |
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Access Attempt Logging Records successful and failed login attempts. |
No information available | |
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IP Whitelisting/Blacklisting Restricts access to specified locations or devices. |
No information available | |
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User Group Management Organizes users into groups for streamlined permissions management. |
Supports grouping of users for permission management. | |
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Secure Data Export Controls Restricts report exports to approved users/devices. |
No information available |
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Custom Workflow Design Allows administrators to create and edit reporting workflows. |
Admin workflow builder present for tailoring report approvals. | |
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Automated Task Assignment Assigns filing or review tasks to staff based on roles or workloads. |
No information available | |
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Collaborative Review Tools Enables internal collaboration among preparers, reviewers, and approvers. |
Collaborative review and comment workflow highlighted. | |
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Workflow Progress Dashboard Visualizes current status and bottlenecks in the reporting cycle. |
Dashboards for task statuses and workflow stages shown in product demo. | |
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Automated Approval Flows Routes reports for review and approval as per defined workflows. |
No information available | |
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Workflow Templates Standardized, reusable processes for frequent reports. |
Workflow templates for repeating filings can be created and reused. | |
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Task Escalation Logic Automatically escalates overdue or rejected tasks to supervisors. |
No information available | |
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Workflow Customization Limits Number of customizable workflow steps. |
No information available | |
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Dynamic Role Assignment Reallocates responsibilities based on staff availability. |
No information available | |
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Versioned Approval Chains Tracks approval versions for each filing iteration. |
No information available |
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Intuitive Dashboards User-friendly dashboards summarizing tasks, statuses, and deadlines. |
Dashboards for users and executive view are illustrated. | |
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Guided Workflows Step-by-step guides through each stage of reporting. |
Guided step-by-step workflow view indicated in user help and training. | |
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Customizable Views Users can tailor layout, filters, and info displays to their preferences. |
User can tailor dashboard layouts and report lists. | |
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Accessibility Compliance Meets accessibility standards (e.g., WCAG, Section 508). |
No information available | |
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Multi-Lingual Support Offers interface in multiple languages. |
No information available | |
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Mobile Optimization Fully functional on mobile and tablet devices. |
No information available | |
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Contextual Help & Tooltips Embedded help resources for common issues or fields. |
No information available | |
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Error Resolution Wizards Stepwise assistants for fixing common filing errors. |
No information available | |
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Personalized Notifications Customizable notifications and reminders. |
Users can set up customized notifications for due dates and follow-ups. | |
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Rich Documentation Hub Centralized manuals, how-to guides, and policy references. |
No information available |
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Trend Analysis Identifies emerging patterns in compliance or filing activity. |
Analysis dashboard called out as supporting trend identification. | |
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Key Metric Dashboards Summarizes performance on critical compliance metrics. |
Dashboard summary for KPIs and compliance deadlines shown in screenshots. | |
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Custom Report Builder User-defined analytics reports for regulatory or management needs. |
Users can build custom management or compliance reports. | |
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Root Cause Analysis Helps identify reasons for validation errors or regulatory rejections. |
No information available | |
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Exportable Analytics Allows exporting reports and insights to various formats. |
Export to Excel and CSV noted for analytics data. | |
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Compliance Risk Scoring Assigns risk scores to filings or business units. |
No information available | |
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Peer Benchmarking Compares performance with other insurers (if available). |
No information available | |
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Exception Reporting Highlights unusual or risky patterns for quick escalation. |
No information available | |
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Reporting Cycle Time Average time taken from data collection to filing. |
No information available | |
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User Productivity Metrics Shares statistics on user activity and efficiency. |
No information available |
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24/7 Customer Support Round-the-clock access to technical assistance. |
No information available | |
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Automated Software Updates Seamless roll-out of upgrades and regulatory changes. |
Automatic updates pushed for compliance and feature enhancements. | |
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Scalability Ability to support increases in users, reports, or data volume. |
Platform described as scalable for larger insurers and their data. | |
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Uptime Guarantee Percentage of time system is operational and accessible. |
No information available | |
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Performance Monitoring Automated monitoring and alerting for service disruptions. |
Monitoring and alerting part of support package. | |
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Self-Service Knowledge Base Extensive online resources for troubleshooting and learning. |
Online help and resource portal available for self-service. | |
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Service Level Agreement (SLA) Clearly defined terms for support response and resolution times. |
No information available | |
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Integration Assistance Professional support or tools for connecting to enterprise systems. |
No information available | |
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Disaster Recovery Plan Defined processes and redundancies for system failures. |
Details about DRP mentioned in security and compliance whitepapers. | |
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Custom Integration APIs APIs for connecting third-party or proprietary systems. |
API documentation mentions custom integration support for third-party connectivity. |
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