Clearwater Analytics for Insurers

A comprehensive insurance investment solution

Aggregate, enrich, and report on your complex global investments while managing diverse reporting requirements including NAIC, IFRS, Solvency II, and global GAAP standards.

Chesapeake Employers logo
CV Starr & Co, Inc logo
Mercury Insurance logo
American Family Insurance logo
Convex Insurance logo
Mutual of America Financial Group logo
Encova Insurance Logo
State Compensation Insurance Fund logo
Federated Insurance logo
Nassau Logo

Visit our NAIC Hub for recent statements and get help with regulatory reporting.

Platform Features

Fuel Your Investment and Accounting Teams

Insurance companies of all sizes choose Clearwater to support their investment accounting, reconciliation, analytics, and reporting — spanning complex asset classes, global currencies, varying accounting regimes, multiple portfolio types, and external managers.

Data Aggregation and Reconciliation

Clearwater is uniquely positioned to aggregate data from custodians, indices, and your internal systems while providing highly accurate data reconciliation and accounting.

Scale Your Investments Confidently

Sophisticated insurance investment teams manage risk by diversifying assets and strategies. Clearwater provides the transparency needed to ensure compliance with regulations, understand performance, and accurately see the portfolio exposure.

Highly Flexible Reporting and Dashboards

Let us do the work so you don't have to. Clearwater proactively adapts our regulatory reporting in accordance with changing guidance from the NAIC, FASB, SEC, EIOPA, BMA, IASB, and more.

Focus on Strategy Instead of Operations

Let Clearwater do the heavy lifting, managing your data, reports, and accounting so you can focus on generating insights, realizing gains, and reducing risk.

Unparalleled Customer Support and Training

Dedicated teams serve as an extension of your investment operations by providing unlimited and timely support while simultaneously helping you unlock the full power of Clearwater's features.

Want to see more? Explore the platform.

Explore Platform
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  • Clearwater has successfully automated Delphi’s data feeds and created an integration with Delphi’s risk analytics system. The Clearwater system now performs the leg work for inbound and outbound data feeds. Eliminating the amount of manual work with an automated process has allowed the Delphi team to focus on more meaningful work.

    “Clearwater has transformed the way we do business. A majority of the higher-risk, manual touchpoints have been automated away, with appropriate data validation checks to ensure a high-quality end product."

    Stephen McLoughlin, Investment Services Manager, Delphi Financial Group

  • Clearwater’s daily reconciliation and flexible reporting in multiple accounting bases enables Catalina to get the data they need to standardize their investment accounting for new acquisitions. Catalina leverages their client services team to provide unlimited support and industry updates on Solvency II reporting, BMA requirements, and more for full multinational regulatory support.

    "We acquire firms worldwide, all of them utilizing diverse systems and processes for investment accounting and reporting. We rely on Clearwater to standardize this process in a way that is scalable."

    Campbell McBeath, Treasurer, Catalina Holdings

  • Clearwater’s custom reporting functionality streamlines Chesapeake’s board reporting and general ledger process for a significant time-savings across the team. And with Clearwater’s seamless adaptability, Chesapeake can confidently incorporate complex investment initiatives.

    "Clearwater delivers the partnership we were looking for. We had high expectations of Clearwater because of their reputation as an industry leader. From implementation onwards they’ve exceeded our expectations, especially with their forward-thinking dedication to the insurance industry."

    Frank Linardi, CFO Chesapeake Employers' Insurance

  • With Clearwater, STARR Companies can seamlessly monitor compliance, both internally and against global regulations. Daily automated reconciliation helps STARR track market changes across their intricate portfolio and analyze performance in real-time. The organization can easily add new users throughout their worldwide offices, with unlimited training and support at no additional cost.

    "It was clear to us that Clearwater’s functionality and reporting tools could not only meet our requirements but also enhance our ability to provide daily information on the portfolio to senior management and monitor investment guidelines. Clearwater has proven to be a high-quality and very reliable product."

    John Casale, Treasurer, STARR Companies

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Clearwater has successfully automated Delphi’s data feeds and created an integration with Delphi’s risk analytics system. The Clearwater system now performs the leg work for inbound and outbound data feeds. Eliminating the amount of manual work with an automated process has allowed the Delphi team to focus on more meaningful work.

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Clearwater’s daily reconciliation and flexible reporting in multiple accounting bases enables Catalina to get the data they need to standardize their investment accounting for new acquisitions. Catalina leverages their client services team to provide unlimited support and industry updates on Solvency II reporting, BMA requirements, and more for full multinational regulatory support.

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Clearwater’s custom reporting functionality streamlines Chesapeake’s board reporting and general ledger process for a significant time-savings across the team. And with Clearwater’s seamless adaptability, Chesapeake can confidently incorporate complex investment initiatives.

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With Clearwater, STARR Companies can seamlessly monitor compliance, both internally and against global regulations. Daily automated reconciliation helps STARR track market changes across their intricate portfolio and analyze performance in real-time. The organization can easily add new users throughout their worldwide offices, with unlimited training and support at no additional cost.

Report

Insurance Investment Outsourcing Report

Featured are investment strategies for insurers, profiles of clients served, and insurance AUM in specific strategies.

Article

NAIC May Meeting Update: Statutory Accounting Principles Working Group

The Statutory Accounting Principles Working Group of the NAIC held a meeting on May 20, 2021.

Guidebook

eGuide: How to Fully Prepare for CECL

Clearwater developed an eGuide to help you and your organization manage this important regulatory change.

Brochure

5 Reasons to Modernize Your Investment Accounting and Reporting

Insurers trust Clearwater to provide investment accounting, reporting, and complete portfolio information.

Article

Impairments: Data-Driven Analysis of Recent Investor Activities

We will explore investors’ approach to impairment, using trends and data from the Clearwater solution.

Insurance companies choose Clearwater to provide the data they need to do their jobs with more speed and accuracy than ever before.