Comprehensive solution for managing insurance regulatory compliance requirements. Features include regulatory change management, automated workflows, compliance task tracking, document management, and reporting capabilities. Supports various insurance regulatory frameworks with configurable templates and forms.
Software that automates the preparation and submission of required regulatory filings, ensuring accuracy and timeliness of information provided to insurance departments.
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Multi-Source Data Import Ability to import data from various systems (claims, policy admin, finance, etc.). |
Product marketing claims support for integration with various source systems, suggesting capability for multi-source data import. | |
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Automated Data Mapping Automatic mapping of imported data to regulatory reporting templates. |
No information available | |
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Data Normalization Standardizes data into unified formats for consistent reporting. |
Mentions standardized reporting and configurable templates indicate normalized, standardized data for reporting. | |
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Manual Data Entry Support Enables manual entry or adjustment of data if needed. |
Includes compliance task management and documentation, implying support for manual entry and adjustments. | |
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Batch Processing Capability Processes large volumes of data in batches. |
No information available | |
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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. |
No information available | |
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Data Enrichment Automatically enhances imported data with supplementary information from trusted sources. |
States automated workflows and regulatory change management, typically including data enrichment from updated rules or sources. | |
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Real-time Data Sync Maintains up-to-date data by syncing with source systems in real time. |
Product claims to provide up-to-date compliance and regulatory tracking, implying real-time data sync. | |
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API Connectivity Offers APIs for automated extraction and loading from core insurance systems. |
No information available |
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Jurisdiction Rule Library Comprehensive library of regulatory rules for all relevant jurisdictions. |
Comprehensive library of regulatory frameworks and frequent update claims indicate a jurisdiction rule library is provided. | |
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Automatic Regulatory Updates System updates to reflect the latest regulatory changes. |
Marketing explicitly emphasizes automated regulatory change management, indicating system updates for regulatory changes. | |
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Form Version Control Maintains correct usage of report versions as required by regulators. |
Product's configurable templates and documentation management suggest tracking and utilizing correct filing versions. | |
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Change Impact Analysis Highlights impact of regulatory changes on current processes or data. |
Regulatory change management module suggests the ability to highlight impact on processes or data. | |
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Statutory Reporting Templates Pre-built templates for common statutory filings (NAIC, Solvency II, etc.). |
Configurable reporting templates for multiple frameworks (NAIC, Solvency II, etc.) evidenced by website descriptions. | |
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Compliance Validations Automated checks against regulatory rules to ensure compliance. |
Automated checks of compliance status for filings are part of product’s standard feature set. | |
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Audit Trail of Regulatory Changes Tracks regulatory rule changes and system responses over time. |
Regulatory changes and compliance activity logging imply tracking of regulatory rule changes and responses. | |
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Country/State Specific Workflows Tailored workflows for varying jurisdictional requirements. |
Tailored compliance task workflows for states/countries are mentioned in product collateral. | |
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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. |
Compliance task management with regulatory calendar and scheduling visualizations. |
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Automated Filing Generation Creates mandatory reports without manual intervention. |
Automated workflows and reporting indicate automated filing/report generation. | |
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E-Filing Support Direct electronic submission to insurance regulators’ portals. |
No information available | |
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Bulk Filing Capabilities Handles multiple filings simultaneously for large insurers. |
No information available | |
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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. |
Compliance scheduling and workflow management includes configurable report scheduling. | |
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Automated Validation Checklists Runs pre-submission validations to catch errors or omissions. |
No information available | |
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Submission Status Tracking Monitors the progress of filed reports and regulator responses. |
Submission tracking is implied by requirement to prove compliance and track report statuses. | |
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Flexible Output Formats Supports output in required formats (PDF, XML, XBRL, CSV, etc.). |
Configurable formats and export options referenced in product documentation. | |
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Resubmission Handling Manages corrections and re-filing if an initial filing is rejected. |
No information available | |
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Email & Notification Integrations Automates alerts for pending or overdue filings. |
Product supports notification and escalation for tasks/filings, and custom notification rules. |
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Detailed Audit Logs Tracks every system and user action for complete transparency. |
Audit logs mentioned as a component for regulatory/operational transparency. | |
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User Action Tracking Links changes in reports to individual users. |
Assigns and logs responsibility for actions as part of workflow; user action tracking included. | |
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Data Lineage Visualization Visualizes the flow and transformation of data from source to report. |
No information available | |
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Time-Stamped Change History Provides time and date stamps for all edits and submissions. |
History tracking and audit logs include time and date stamps. | |
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Read-Only Historical Reports Stores previous filings for future reference in read-only mode. |
Historical records of filings are typically available as read-only for audit needs. | |
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Exportable Audit Trails Offers audit logs in exportable formats for regulators or auditors. |
Audit logs for sharing with regulators/auditors exportable, as required for compliance. | |
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Role-Based Audit Permissions Controls access to audit records based on user roles. |
Role-based permissions described for access to audit records and compliance data. | |
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Automated Exception Logging Records incomplete or failed processes for investigation. |
Incomplete tasks/exceptions and failed regulatory checks are logged. | |
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Regulatory Access Controls Supports secure sharing of audit records with regulators. |
Explicit mention of regulator access, ensuring secure access controls over audit records. | |
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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. |
Product performs automated validation and quality checks on compliance data. | |
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Custom Validation Rules Allows users to define additional quality checks per their policy or reporting needs. |
No information available | |
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Anomaly Detection Detects out-of-range or unexpected data values. |
No information available | |
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Error Highlighting in Reports Visually marks fields with detected errors or missing info. |
No information available | |
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Data Completeness Dashboard Provides visual metrics of data quality status. |
No information available | |
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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. |
Duplicate detection and elimination are standard for compliance systems and alluded to in doc management features. | |
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Validation Report Export Exports errors and quality check results for resolution. |
No information available | |
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Interactive Error Resolution Allows users to review and fix validation issues inline. |
No information available | |
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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.). |
Explicit mention of role-based controls for compliance work and document access. | |
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Multi-Factor Authentication Requires multiple forms of verification for user access. |
Product supports MFA where required in regulated environments. | |
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End-to-End Encryption Encrypts data both in transit and at rest. |
No information available | |
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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. |
Granular permissions are involved in task and document management. | |
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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. |
Monitors access and alerting as part of standard GRC product suite. | |
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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. |
No information available | |
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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. |
Configurable and customizable workflow design cited as major selling feature. | |
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Automated Task Assignment Assigns filing or review tasks to staff based on roles or workloads. |
Work assignments by role and workflow automation are highlighted. | |
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Collaborative Review Tools Enables internal collaboration among preparers, reviewers, and approvers. |
Collaboration among compliance staff supported through workflow tools. | |
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Workflow Progress Dashboard Visualizes current status and bottlenecks in the reporting cycle. |
Workflow dashboards for progress monitoring are described. | |
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Automated Approval Flows Routes reports for review and approval as per defined workflows. |
Workflow automation includes automated approval routing. | |
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Workflow Templates Standardized, reusable processes for frequent reports. |
No information available | |
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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. |
Product listing references intuitive dashboards summarizing compliance health and deadlines. | |
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Guided Workflows Step-by-step guides through each stage of reporting. |
Guided, step-by-step workflow mentions present in product description. | |
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Customizable Views Users can tailor layout, filters, and info displays to their preferences. |
References to customizable layouts and personal views. | |
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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. |
Personalized and configurable notifications are included in compliance task tracking features. | |
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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. |
No information available | |
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Key Metric Dashboards Summarizes performance on critical compliance metrics. |
No information available | |
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Custom Report Builder User-defined analytics reports for regulatory or management needs. |
No information available | |
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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. |
No information available | |
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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. |
Compliance staff activity and productivity dashlets referenced in workflow documentation. |
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24/7 Customer Support Round-the-clock access to technical assistance. |
24/7 support options offered and referenced on vendor support page. | |
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Automated Software Updates Seamless roll-out of upgrades and regulatory changes. |
Automated software updates for regulatory change and enhancements referenced. | |
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Scalability Ability to support increases in users, reports, or data volume. |
Claims support for all sizes of compliance operations and growth of data/user base. | |
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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 for system and compliance events described on product materials. | |
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Self-Service Knowledge Base Extensive online resources for troubleshooting and learning. |
Online knowledge base and training resources referenced. | |
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Service Level Agreement (SLA) Clearly defined terms for support response and resolution times. |
Support documentation mentions SLAs for support response. | |
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Integration Assistance Professional support or tools for connecting to enterprise systems. |
Professional services and integration support options are promoted. | |
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Disaster Recovery Plan Defined processes and redundancies for system failures. |
No information available | |
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Custom Integration APIs APIs for connecting third-party or proprietary systems. |
No information available |
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