Automated Quarterly Reserve Roll-Forward Reports
At each quarter close, WebRun opens AXIS, pulls the reserve movement by product line, beginning reserve, new business, claims, assumption changes, and ending reserve, compiles the roll-forward in Excel, drafts the management summary, and posts a Slack alert to the reviewing actuary that it is ready for review.
How do I draft the quarterly reserve report automatically?
At each quarter close, WebRun opens AXIS, pulls the reserve movement by product line, beginning reserve, new business, claims, and assumption changes, and compiles the roll-forward in Excel with a draft management summary. It posts a Slack alert to the reviewing actuary that the draft is ready, before anything reaches finance or a client.
- The reserve roll-forward is compiled the same day the quarter closes, not days later
- Unusual movements are flagged for explanation before the report reaches a reviewer
- Nothing reaches finance or a client until a reviewing actuary signs off
Built for reserving actuaries · actuarial consulting firms · insurance company finance teams · financial reporting actuaries
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.moodysanalytics.comin a real browser with your saved login - no setup, no API keys. -
1
Moody's Analytics AXIS - pull the reserve movement by product line
moodysanalytics.com
WebRun opens Moody's Analytics AXIS to pull the reserve movement by product line. - Open AXIS and pull the quarter-end reserve run for every product line
- Capture the beginning reserve, new business, claims, assumption changes, and ending reserve
- Note any product line where the movement looks unusual against the prior quarter
Done when Every product line's reserve movement for the quarter is captured.
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2
Microsoft Excel - compile the roll-forward
microsoft.com
WebRun opens Microsoft Excel to compile the roll-forward. - Open the Quarterly Reserve Roll-Forward workbook
- Populate each product line's beginning reserve, movements, and ending reserve for the quarter
- Draft a short management summary calling out the largest movements and why
Done when The roll-forward workbook and its summary reflect this quarter's full reserve movement.
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3
Slack - notify the reviewing actuary
slack.com
WebRun opens Slack to notify the reviewing actuary. - Post the reviewing actuary that this quarter's roll-forward and draft summary are ready
- Flag any product line with an unusual movement for a closer look
- Leave the workbook as a draft. WebRun never sends it to finance or the client itself
Done when The reviewing actuary has been notified that the quarterly draft is ready for their review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the reserve report to finance or the client?
No. WebRun only drafts the roll-forward workbook and summary and flags it as ready in Slack. A reviewing actuary checks the figures and decides when and to whom it goes out.
How does it explain the movements in the summary?
It names the largest changes in beginning reserve, new business, claims, and assumption updates by product line, and flags any movement that looks unusual against the prior quarter for the reviewing actuary to explain further.
Does it recalculate any reserve figures itself?
No. It only reads and organizes the reserve movement already produced by your AXIS run. WebRun does not run a model or change a single reserve figure.
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