Case Study: Top 10 Life Insurance Company achieves faster, more accurate reporting with Workiva

Firms Choose Workiva for Bank, Fund, Insurance Reporting

A top-10 U.S. life insurance provider set out to modernize its accounting and finance operations to reduce manual, email-driven, siloed work and speed regulatory and management reporting (SEC, SOX, investment/fund, insurance, ERM). The company needed to cut time-consuming reconciliation and late-night preparation while improving controls and auditability.

They implemented Workiva’s single cloud platform to connect people, data, and workflows across reporting and compliance functions. By automating manual tasks, adding data validations, an automatic audit trail, collaborative commenting, and real-time dashboards, the company reduced report preparation time (from three days to one), improved consistency and transparency, and freed teams to spend more time on analysis.