Case Study: American Enterprise Group achieves streamlined MAR compliance and transparent reporting with Workiva's Wdesk

American Enterprise Masters MAR with Wdesk

American Enterprise Group, a Des Moines–based insurer focused on Medicare supplement products, faced mounting reporting and compliance challenges: its ten-person team relied on word processors, spreadsheets and PDFs to produce financial and statutory reports, and the new Model Audit Rule (MAR) process—covering 13 business processes and 55 control owners—exposed problems with formatting, version control, transparency and regulatory attestations. The company needed a secure, collaborative platform to streamline documentation, testing, certification and reporting.

They adopted Workiva’s Wdesk for management reporting and MAR compliance, creating a single, linked source of truth with real-time collaboration, a risk-control matrix, certification workflows and dashboards. The outcome was faster, more accurate and transparent reporting, easier audits and executive reviews, strong internal and external support, improved security and significant time savings that let staff focus on higher-value analytics and process improvements.

American Enterprise Group

Steve Wilson

Director of Internal Audit and Risk Management