Case Study: Leading Insurance Company achieves streamlined SOX compliance and faster audits with Workiva

Leading Insurance Company - Customer Case Study

An insurance company using a traditional GRC system found the platform overbuilt, inflexible and costly, forcing users to manage controls and process maps in Excel and Visio outside the system. With many employees already using Wdesk for SEC reporting, the company wanted a single, configurable platform to support SOX processes and reduce manual work.

By moving SOX processes into Wdesk the firm gained flexible seat licensing, a modifiable COSO framework, and linked data across documents so changes update everywhere. Control owners are contacted and certified within the platform, flowcharts and source documents are attached in one place, and external auditors can collaborate directly—resulting in less manual searching, faster audits, time for internal audit to improve controls, and materially easier SOX compliance.