Automated Reporting for the Insurance Sector
Structure your data, automate your deliverables, boost regulatory responsiveness
The insurance industry faces growing complexity — multiple products, evolving regulations, actuarial reporting, ESG obligations. Automated reporting is no longer optional, it’s a strategic necessity.
Whether generating customer reports, regulatory deliverables, or internal steering documents, teams need to deliver fast, accurately, and reliably.
ReportingSoft helps automate report production while maintaining a high level of customization and compliance.
Key Challenges for Insurers
- Regulatory compliance: Solvency II, IFRS 17, PRIIPs, SFDR, ESG reporting
- Product complexity: life, non-life, health, pensions, business, etc.
- High data volume: thousands of policies, claims, insured parties to track
- Multichannel delivery: online publication, PDF, client portals, mailings
- Traceability requirements: internal audit, external supervision, version control
What ReportingSoft Brings to Insurers
- Automated generation of regulatory reports: QRTs, SFCR, narrative reports
- Fully personalized deliverables by policy, client, or distribution channel
- No-code editor for business teams: actuaries, compliance officers, product managers can update templates without IT
- Centralized multi-source data: connectors for management tools, actuarial systems, CRM, claims systems
- Secure multichannel distribution: client portal, secure PDFs, Excel export or API
Your Benefits at Every Level
- Easier compliance with complex regulations
- Significant time savings for internal teams
- Improved traceability and auditability of reports
- Enhanced client experience with clear, accessible documents
- Fewer human errors and reduced rework
Use Case: Health & Protection Insurer
Each quarter, our compliance team had to compile dozens of documents from various systems. Since implementing ReportingSoft, our regulatory report production is fully automated, and business users can adjust templates without involving IT.
Automate Your Reporting, Secure Your Processes, Unlock the Value of Your Data
Looking to modernize your reporting chain, reduce reliance on manual processes, and enhance compliance? ReportingSoft offers a solution tailored to the insurance world.