Case Study: Safety Insurance achieves faster, more accurate SEC filings with Merrill Corporation's Merrill Bridge

Using Merrill Bridge, insurer gains control and unlocks productivity

Safety Insurance, a large regional insurer, faced a cumbersome SEC reporting process that relied on manual searches across multiple spreadsheets and trial-and-error XBRL tagging, making it slow, error-prone and hard to control. The controller sought a secure, easy-to-use solution that would automate tagging, link support files to filings, enable collaborative review and provide expert XBRL/CPA support.

Safety adopted Merrill Bridge and Merrill’s consulting services for Forms 10-K and 10-Q, receiving training and moving to mostly in-house XBRL preparation while using Merrill experts as needed. The platform’s Excel-to-Word linking, intuitive tagging and responsive support cut quarterly prep time by 4–8 hours, sped reviews and last-minute changes, improved collaboration and gave the team greater accuracy and control.

Safety Insurance

Christopher Whitford

Controller