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Providing comprehensive solutions

Global Insurance Solutions partners with Clearwater Analytics to provide fully reconciled reports to satisfy various reporting needs:

  • Accounting data for multiple basis of accounting (Statutory, U.S. GAAP, IFRS, Tax, etc.)
  • Regulatory reporting requirements (NAIC, 10-Q/10-K, Solvency II , etc.)
  • Ratings agency support (NAIC, Moody’s, Fitch, S&P, AM Best, etc.)
  • Fair value pricing and leveling

Investment accounting and reporting capabilities

Partial outsourcing
Full outsourcing
Our partial outsourcing services include:
  • Real-time access to investment accounts on the web-based accounting platform, powered by Clearwater Analytics

  • Detailed holdings, transactions and income reports, which includes book value, book yield, accrued income, unrealized and realized gain/loss, investment income, purchases, disposals, etc.)

  • Ability to leverage Global Insurance Solutions’ experienced accounting professionals

Comprises partial outsourcing offerings, while also including:
  • Fully reconciled investment–related regulatory reports including quarterly and annual statement disclosures for NAIC Statutory, local GAAP and Solvency II reporting

  • Custody and general ledger feeds and reconciliations

  • Cash flow projections, impairment/OTTI analysis, RBC calculations and audit support


Accounting and reporting insights

NAIC 2018 Spring National Meeting

Milwaukee, WI - March 24-27: The NAIC addresses the new Federal Tax Reform and its impact on proposed 2019 implementation of corporate RBC bond factors.

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NAIC 2017 Fall National Meeting

Honolulu, HI - December 2-4: The NAIC defers bond factor decisions and implementation until 2019.

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2017 IFRS Americas Conference

New IFRS standards will alter profit recognition for insurers' assets and liabilities.

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2017 NAIC Summer National Meeting

The Investment RBC Working Group continues to iron out industry concerns around new factor implementation.

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In case you missed it

Review the NAIC 2017 International Insurance Forum summary

Read the NAIC 2017 Spring Meeting notes


Upcoming NAIC National Meetings

  • NAIC Summer Meeting, Boston, MA - August 4-7, 2018
  • NAIC Fall Meeting, San Francisco, CA - November 15-18, 2018
  • NAIC Spring Meeting, Orlando, FL - April 6-9, 2019
  • NAIC Summer Meeting, New York, NY - August 3-6, 2019
  • NAIC Fall Meeting, Austin, TX - December 7-10, 2019



Meet Our Team
Dean Crabtree
Head of Investment Accounting and Reporting, Global Insurance Solutions
Wheatley Garner
Investment Accounting and Reporting, Global Insurance Solutions

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Preparing for IFRS 9: Implications for insurers

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years with
J.P. Morgan