Events

Clearwater for Income Analytics and Premium Close: Sharper Insight, Faster Close

A look at the premium tools behind faster forecasting and statutory close.

Join us on May 28 at 11:00 a.m. MT / 1:00 p.m. ET for a deep dive into Clearwater’s Income Analytics and Premium Close packages — a connected set of capabilities designed to help insurers analyze income and book yield with confidence, and accelerate the close with less manual effort.

You’ll learn how to:

  • Monitor what’s driving income and book yield at both the summary and lot level, with Book Yield Decomposition reports and Advanced Income Checks flagging period-over-period swings automatically.
  • Forecast income and stress-test the portfolio with an automated, post-trade forecasting tool and shock analysis integrated into the AM Best reporting package.
  • Streamline suspense and GL workflows by categorizing activity within Clearwater and feeding a custom entry file directly to your ERP.
  • Reconcile and close on schedule with the GL Recon Tool’s multi-basis support and configurable tolerances, plus the ability to reopen NAIC Designations and Market Prices if data arrives late.

Walk away with clear, actionable insight into how Clearwater’s premium capabilities work together to strengthen forecasting, oversight, and statutory close.

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