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Report Templates 
Assessing the financial state of a specific insurance company takes only a few clicks with Insurance Analyst PRO’s Standard Reports.  Highline Data assembles key financial data points from various pages throughout companies’ annual and quarterly filings into convenient report templates that can be found on the Reports tab.

Some available Reports include:

  • Snapshot Report - This one-page report profiles premium composition, historical financials, and the financial health of the insurer. This report identifies key geographic markets and lines of business, provides five years of summary financials, and displays the industry standard IRIS ratios to help you benchmark the company's financial health.
  • Group Family Report – This one-page report displays the year-end family structure of your specified company.
  • Analytical Reports – Each dataset has a customized set of reports to give you easy access to the key information and analytical content you need to assess the financial health of each insurance company.  For more information, please see the Financial Models section of this website.
  • Historical Financials– Insurance Analyst PRO’s Reports tab also offers several annual and quarterly statutory filing reports that summarize Balance Sheets, Cash Flow, and other pages in convenient, multi-year/quarter layouts.
  • Documents - The Documents sections provides you with access to six key schedules from the Annual Statement in PDF format:  Actuarial Opinion, General Interrogatories, Key Financials, Management Discussion & Analysis, Notes to Financials, and Organizational Charts (Schedule Y). Key Financials are also available on a quarterly basis for companies that file quarterly statements with the NAIC.