Financial & Compliance

A full suite of solutions meeting the accounting, reporting and compliance needs of insurance companies of all sizes, types, and levels of complexity

Full Spectrum

Total Support for Insurance Accounting Needs

Addressing the full financials, accounting and statement needs of any insurer, across all sizes, types and level of complexity


Multi-basis accounting software for insurers to meet speed and accuracy requirements for cash, statutory, and GAAP reporting

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Proven software with multiple modules to streamline financial reporting, payment processing and 1099 reporting needs

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Best-of-breed statutory filing compliance solution for NAIC, NY Supplement and State Filings for any insurer line of business

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Provides a full range of print and electronic payment options that goes far beyond simply printing checks

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Shared Expertise

Powering Insurers with Expertise

Seasoned insurance professionals with 40 years of experience and inside-out accounting expertise, to train, educate and assist statutory accountants during filing season

Rich Insight

Tailored to Exceed Visibility Needs

Drag-and-drop functionality allow you to quickly create reports from nearly any field, organized in logical folders, to provide meaningful results

Tailored reporting with IntelligencePro

Capitalize on the power of spreadsheets with F9

Hands-on webinar support with quick onboarding

Breadth of Portfolio

With four decades of experience, global domain expertise and unmatched commitment to our customers, we help you navigate through disruption.

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