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The Clearwater Analytics NAIC Hub

NAIC Info & Resources

Clearwater Analytics is here to make regulatory reporting easier. That includes keeping insurers up to date on the latest NAIC guidance for investment accounting. In our NAIC hub, you'll find summaries and analysis from recent meetings of the NAIC's task forces and working groups. Our robust NAIC content ranges from webinars and market insight papers to blog posts. And our users always have the latest regulations built into their reporting.

Sabrina Wilson, CPA, FLMI Global Regulatory Policy Expert

NAIC Subject Matter Expert

Sabrina serves as a subject matter expert for regulatory filings at Clearwater. In this role, she works with internal teams for the ongoing enhancement of NAIC reports.

"Clearwater has made our overall Schedule D and Schedule E process much simpler, especially with the custom reports. And their NAIC guidance has proven invaluable."

Elizabeth Miller, Insurance Entity Leader, Dorinco Reinsurance Company

NAIC Reporting with Clearwater

Regulatory Reporting Reimagined

Let’s face it, few people look forward to compiling their regulatory reports each period. That’s where we come in. Our team of accounting experts puts in the work to stay on top of updates to help our clients stay informed and to ensure our automated reporting solution follows the latest guidance.


The result? You simplify your NAIC process and gain confidence in your reporting.

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Chesapeake Employers logo
CV Starr & Co, Inc logo
Mercury Insurance logo
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Convex Insurance logo
Mutual of America Financial Group logo
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What to Know About NAIC Reporting with Clearwater

How does Clearwater help with NAIC reporting?

Global regulatory reporting is built into the Clearwater solution, including NAIC reporting. Your investment data is automatically aggregated, reconciled, and validated in Clearwater to enhance the accuracy of your reporting. And our reports always stay current to meet the latest regulatory guidance.

How do I download my NAIC reports?

Clearwater's solution automatically produces NAIC statement packages that are available to download for quarterly and annual reporting. The statement packages include a table of contents, so you can easily review your reporting and find what you need.

How does the solution stay updated on new guidance?

Our team of NAIC product experts monitors guidance changes closely and works with Clearwater's engineers to incorporate those changes into Clearwater's reports. Because Clearwater is a web-based SaaS solution, those updates deploy seamlessly to users. Clearwater clients can refer to our quarterly product enhancements to see the list of updates related to NAIC reporting.

How do I get help with NAIC reporting?

Every Clearwater client has a dedicated servicing team available to provide training and support on the Clearwater system, including best practices for regulatory reporting. We also have accounting experts available to help you understand reporting changes.

What other NAIC resources do you provide?

Clearwater attends the NAIC's three national meetings each year. We publish three corresponding market insight papers to summarize the important updates from each meeting pertaining to investment accounting. We also host webinars after each national meeting, with CPE credit available. Our experts also attend monthly meetings and write blog posts with the details of what was discussed, and keep our clients informed of how these changes will impact them.

Where can Clearwater clients find system updates with the latest guidance?

Clearwater clients can find details on the latest NAIC enhancements to the Clearwater solution by navigating the Client Help Portal when logged in to Clearwater.

Get NAIC Help

Speak with an expert.

Clearwater brings unprecedented perspective, precision, and transparency to investment portfolio accounting and reporting. We leverage web-based software and world-class client service to help you automate investment accounting, monitor investment policy compliance, and analyze portfolio performance and risk

  • Automated regulatory reporting
  • Easy-to-use interface
  • Expert help on guidance updates

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