Skip to main content
Insurance

NAIC + Solvency II + IFRS 17, in one platform

NAIC Model Laws (ORSA, RBC, Credit for Reinsurance, Insurance Data Security, Unfair Claims Settlement Practices, MCAS), Solvency II (EU Directive 2009/138), IFRS 17, SAP / GAAP, ASOP / CAS / SOA actuarial standards, catastrophe modeling (AIR / RMS / CoreLogic), GLBA / CCPA privacy. For P&C / life / annuity / health carriers, reinsurers, captives, MGA / MGUs, InsurTech.

8 lifecycle phases
29 auto-seeded gate criteria
18 SysML stencil blocks
20 program templates
Methodology-backed by
Methodology

NAIC · ORSA · RBC · Solvency II · IFRS 17 · ASOP / CAS / SOA

Every insurance program runs through the same 8-phase lifecycle — Product Filing, Underwriting, Policy Admin, Claims, Reserves & Actuarial, Financial Reporting, Regulatory / ORSA, Cybersecurity. 30+ gate criteria cover NAIC Model Laws (ORSA, RBC, Credit for Reinsurance, Insurance Data Security, Unfair Claims Settlement Practices, MCAS), Solvency II (EU Directive 2009/138), IFRS 17, SAP / GAAP, ASOP 36 / 41 / 56 / 38, catastrophe modeling (AIR / RMS / CoreLogic), GLBA / CCPA privacy. Built for P&C / life / annuity / health carriers, reinsurers, captives, MGA / MGUs, and InsurTech.

1
Product Filing
Product Filing
2
Underwriting
Underwriting
3
Policy Admin
Policy Admin
4
Claims
Claims
5
Reserves
Reserves & Actuarial
6
Financial
Financial Reporting
7
Regulatory
Regulatory / ORSA
8
Cyber
Cybersecurity
What's Included

Everything programs in your industry actually need

📋

Gates Out-of-the-box

29 readiness criteria auto-seeded on every new program. No blank-page starts.

🧱

Native MBSE Stencils

SysML palette with 18 blocks specific to your domain — drop and go.

🎯

Program-type Templates

20 archetypes pre-configured so you start from the right place.

🤖

AI-assisted, Domain-aware

Our AI advisor knows NAIC / Solvency II — not generic SE. Prompts, references, and deliverables frame themselves correctly.

Built for

Program archetypes we support

🏠
Homeowners (P&C)
Personal property / homeowners insurance
📋
Term Life
Term life insurance product
💰
Annuity (Fixed / Variable)
Annuity products — fixed / indexed / variable
🏥
Major Medical / ACA
ACA-compliant individual / small group
🔁
Reinsurance Treaty
Reinsurance treaty / facultative
🌀
Catastrophe Cover
Cat bond / ILW / XL
Inside the pack

Every tool your program needs, shipping today

Every SERFF filing, ASOP 36 opinion, RBC charge, cat-model run, ORSA risk, and MCAS schedule gets a dedicated page. Full doc-gen (ORSA Summary · Statement of Actuarial Opinion · Loss Reserve Study · NAIC RBC Report · MCAS Filing).

Solvency RBC · ORSA · Solvency II · IFRS 17

The solvency + capital stack across US + EU + global.

🛡️
NAIC RBC
R0-R5 charges + covariance + action levels (Company / Regulatory / Authorized Control / Mandatory Control).
NAIC RBC Model Act
📊
NAIC ORSA
Own Risk and Solvency Assessment — risk mgmt framework, risk exposure, prospective solvency.
NAIC ORSA Model Act
🇪🇺
Solvency II SCR / MCR
SCR modules (Market / Default / Life / Health / Non-Life / Intangible) + MCR + QRT / RSR / SFCR.
EU Directive 2009/138
📒
IFRS 17
CSM + LRC + LIC per group of insurance contracts with transition + onerous-contract identification.
IFRS 17
💰
Own Funds / Tiering
Tier 1 / 2 / 3 own funds classification + fungibility + transferability.
Solvency II

Product & Filing SERFF · Rate & Form · Underwriting

Product filing through state regulators + underwriting framework.

📤
Product Filing & SERFF
SERFF filings with state-by-state disposition + form approval tracking.
NAIC SERFF
📝
Rate & Form Filing
Rate, rule, and form filing package with actuarial justification.
State Insurance Depts
✍️
Underwriting Guidelines
Written guidelines + authority matrix + exception / referral policy.
Insurance industry

Actuarial Reserves · Pricing · Cat Modeling · ASOP

Actuarial + risk modeling per ASOP / CAS / SOA standards.

📐
Loss Reserves
Accident-year triangulation + BF + ELR + frequency-severity with range of reasonable estimates.
ASOP 36 / CAS
💲
Pricing / Loss Ratio
Prospective + retrospective loss ratio + price monitoring.
ASOP 38 / CAS
📜
ASOP Actuarial Opinion
Statement of Actuarial Opinion + Actuarial Opinion Summary per ASOP 36.
ASOP 36
🌀
Catastrophe Modeling
Cat model run (AIR / RMS / CoreLogic) with PML at 100 / 250 / 500-year return periods.
NAIC cat-model guidance

Financial Reporting Stat · GAAP · IFRS 17 · MCAS

The statutory + GAAP + market conduct reporting stack.

📘
Statutory Annual Statement
Blue / Green / Orange / Yellow Book statutory annual statement filing.
NAIC
📗
SAP / GAAP Reconciliation
SAP-to-GAAP reconciliation + audit.
NAIC / AICPA
📋
MCAS Market Conduct
Market Conduct Annual Statement by May 1.
NAIC MCAS

Reinsurance / Claims Reinsurance · Claims · SIU

Reinsurance treaty + claims + fraud operations.

🔁
Reinsurance Treaty Tracker
Treaty terms + attach points + cession + reinsurer watch.
NAIC / ABA
💳
Credit for Reinsurance
Authorized / certified / reciprocal jurisdiction / trusteed status + collateral.
NAIC Credit for Reinsurance Model Law
📒
Claims Log
Claims log with reserves + payment + disposition + SIU fraud program.
NAIC UCSPA

Cybersecurity / Producers NAIC Data Security · Producer Licensing

The cybersecurity + producer-management stack.

🔐
NAIC Insurance Data Security
IS Program + risk assessment + incident response + 72-hr Cybersecurity Event notification.
NAIC IDSLMA
👥
Producer / Agent Licensing
State licensing + appointments + CE tracking via NIPR.
NIPR / State Insurance Depts

Depth 17 starter requirements · 18 SysML blocks · 5 doc templates

Pack ships deep. Starter requirements cover RBC, ORSA, Solvency II, IFRS 17, ASOP, cat model, statutory reporting, MCAS, claims, reinsurance credit, data security, privacy, producer licensing, ratings, loss reserves. SysML palette — Insurer, Product, Policy, Risk, Claim, Reserve, Treaty, Cat Event, Underwriter, Producer, Actuarial Model, Statutory Account, RBC Charge, SCR Module, ORSA Risk, SERFF Filing, Regulatory Exam. Doc-gen for ORSA, SAO, Reserve Study, RBC Report, MCAS.

📐
Starter Requirements
17 starter requirements across RBC, ORSA, Solvency II, IFRS 17, ASOP, cat model, statutory, MCAS, UCSPA, reinsurance, cyber, privacy, producer, ratings, reserves.
NAIC / ASOP / IFRS / EU
🧱
Insurance SysML Palette
18 pre-configured blocks for insurer, products, policies, risks, claims, reserves, treaties, cat events, underwriters, producers, actuarial models, statutory accounts, RBC, SCR, ORSA, SERFF, exams.
OMG SysML
📄
Doc-gen Templates
NAIC ORSA Summary · Statement of Actuarial Opinion · Loss Reserve Study · NAIC RBC Report · MCAS Filing.
Regulatory boilerplate
🎯
Program Archetypes
19 templates — Homeowners, Auto, Commercial, WC, Term Life, Universal / Whole, Annuity, Major Medical, Medicare Advantage, Dental / Vision, Reinsurance, Cat Cover, ILS / Sidecar, Cyber, Specialty / Marine, Parametric, Captive, NAIC ORSA, Solvency II Submission.
30-day pilot. No credit card required.
Your data in, your data out. Standard formats only.
Self-hosted option for classified programs.

Your first industry pack is free.

Every subscription includes one vertical pack at no extra cost. Add Insurance today — $0 for your first pack, forever.