Pre-Submission Review System

Every actuarial result reviewed, validated, and client-ready — before it leaves your desk.

For the Actuary

Everything between your model output and client submission — automated.

For the Managing Director

Same quarterly cycle. 40% fewer senior actuary hours. No new hires.

See It In Your Workflow — Request a Live Demo No commitment. 30 minutes. Bring your use case.
Your client data never leaves your control.

Proprietary AI architecture — purpose-built for actuarial work. Full AI capability. Zero data shared with public LLM providers.

The cost of the status quo
$0

Average E&O claim from a single prevented filing error

0hrs

Senior actuary hours on narrative writing annually — 30-client firm

$0

Recoverable actuary time in regulatory impact mapping per year

Built for actuarial consulting practices · 10 to 200 actuaries · Compatible with Prophet · AXIS · MOSES

It’s 9:47 PM.
The filing is due at 8 AM.

This is not an exceptional Tuesday. This is the quarterly cycle.

Your model has run. The output lives across three spreadsheets, a PDF, and an email thread. Someone still needs to reconcile the reserve movement. Someone still needs to run the QA checklist. Someone still needs to write the client narrative.

That someone — a senior actuary billing at $300 an hour — is doing all of it manually. Tonight.

This is not an intelligence problem. It is a workflow problem. And every actuarial firm you compete with has the same one.

ActuaLogic sits inside the gap between your model output and your client delivery. It reviews what regulators will scrutinise. It validates what your professional liability depends on. It prepares what clients and boards need to read — faster, cleaner, and fully documented.

Pre-Submission Confidence

What if nothing left your desk that hadn’t already been checked — automatically?

01

Every Deliverable, Validated Before It Goes Out

Before every submission, something can slip — a missing disclosure, a mismatched date, an unsigned certification. The checklist exists. The question is who runs it, when, and with how much attention left at the end of a long cycle.

One prevented regulatory filing error eliminates an E&O claim averaging $200,000.

The Friction

A missing ASOP disclosure or unsigned certification doesn’t surface until after the deliverable reaches the regulator or client — never at the moment it could be fixed cheaply.

The Workflow

ActuaLogic automatically validates every deliverable against your regulatory and engagement-specific checklist before anything leaves your desk. Missing disclosures, mismatched effective dates, unsigned certifications — flagged, formatted, and documented. Every time. On every deliverable.

The Proof

Actuarial practices pay $50,000–$200,000 per year in E&O premiums. This single capability pays for the platform on the first error it catches.

02

Reserve Movements That Matter, Surfaced Before the Client Sees Them

After every quarterly cycle, a senior actuary reviews reserve movements — looking for the critical shift that needs an explanation before it reaches the client. At 11 PM, across three clients’ outputs simultaneously, that review is only as reliable as attention allows.

One undetected adverse reserve movement reaching a client filing triggers a restatement costing $100,000–$1,000,000.

The Friction

Thresholds are often informal. Movements across product lines aren’t always visible in a single pass across a full portfolio — especially under deadline pressure.

The Workflow

ActuaLogic flags CRITICAL, ADVERSE, and FAVORABLE reserve movements automatically after every cycle — across every product line, against defined thresholds, with context. The system does the scan. Your actuary makes the call.

The Proof

Every actuary has an 11 PM war story. This is the system that catches what manual review misses at that hour — and documents that it did.

03

Data Quality Confirmed Before the Model Runs

Carrier data has errors. The question is never whether they exist — it’s whether you catch them before the model runs. Finding them after is a restatement. Finding them before is what separates a professional engagement from an expensive one.

A single calculation cycle run on undetected bad data requires reserve restatement — $100,000+ in rework and client exposure.

The Friction

Policyholder data validation happens manually before every cycle. Important work. Expensive work to do manually from every carrier data feed, every quarter.

The Workflow

ActuaLogic runs an automated quality control pass across every policyholder data file before any calculations begin. Outliers, missing fields, and cross-field inconsistencies are flagged with severity levels — delivered as a formatted QC report before the first line of calculation code executes.

The Proof

The QC report is the professional paper trail that protects your actuarial opinion — existing automatically, not because someone ran it under deadline pressure.

04

Development Factor Anomalies Caught Before They Reach a Filing

Loss development factors are reviewed after every cycle — across clients, across triangles that have been building for years. The question is whether the review is complete under deadline conditions, across every portfolio simultaneously.

One LDF anomaly reaching a state DOI filing triggers an examination. Preparation costs $50,000–$200,000.

The Friction

A statistically significant LDF anomaly isn’t always visible during a single-pass review of 12 client portfolios under deadline. The ones that slip through don’t become problems until they appear in regulatory filings.

The Workflow

ActuaLogic monitors loss development factors across your entire client portfolio automatically — flagging statistical outliers before they reach presentations or filings, with actuarial context, not just statistical flags. A generic AI tool cannot do this.

The Proof

Domain-specific detection — not a generic statistical flag. Runs on every cycle, across every client, automatically.

See It In Your Workflow — Request a Live Demo

No commitment. 30 minutes. Bring your use case.

The AI your clients won’t object to.

Every tool in ActuaLogic runs on a proprietary AI learning and feedback architecture — purpose-built for the actuarial services industry. Your client reserve data, policyholder files, SAO drafts, and actuarial opinions are never shared with public LLM providers. You get the full power of the latest AI capabilities. Your data trains your models, improves your workflows, and stays entirely within your control.

“Powerful AI — without losing client data to public models.” Data Security Guarantee
Regulatory Intelligence

Your clients shouldn’t hear about a regulatory change from someone else first.

05

Regulatory Updates Translated Into Action the Day They’re Published

NAIC issues guidance. SOA publishes updated mortality assumptions. A state DOI releases a compliance bulletin. Somewhere in your firm, someone is now responsible for reading it, interpreting it, and extracting what it means for each client.

50 updates/yr × 3 hrs of senior actuary reading × $300/hr = $45,000 per actuary — spent interpreting, not advising.

The Friction

A mid-size actuarial consulting firm manages 50–100 significant regulatory updates per year. Each costs 2–4 hours of senior actuary time just to read and extract actuarial implications — before a single client call is made.

The Workflow

ActuaLogic monitors NAIC, SOA, and all 50 state DOIs continuously. Every update is classified, summarised in plain English, and mapped to its actuarial implications within hours of publication.

The Proof

Across a five-actuary team: $225,000 in annual capacity recovered — without adding a position.

06

Branded Client Regulatory Briefings, Written Per Client, Automatically

Once your team understands a regulatory update, someone has to write the client communication — a per-client memo for each affected client, filtered to their specific product mix, jurisdictions, and required actions.

For a firm with 30 clients and 50 significant updates per year: 3,000 hours of memo-writing time recovered annually.

The Friction

A regulatory memo that should take 30 minutes takes 3 hours when drafted separately for 15 clients with different product mixes and state exposures. Multiply across 50 annual updates.

The Workflow

ActuaLogic generates a branded, per-client regulatory briefing automatically — filtered to each client’s specific product lines, jurisdictions, and exposure profile. Ready to review and send in minutes.

The Proof

At a $200 blended rate, 3,000 recovered hours = $600,000 per year in practice capacity returned to higher-value work.

07

Every Regulatory Change, Mapped to Every Affected Client — Instantly

A regulatory ruling arrives. You understand its direction. The next question — which of your 30 clients are affected, on which product lines, in which states, by what deadline — is a half-day project to answer manually.

Regulatory impact mapping across a 30-client portfolio: up to $900,000 per year in recoverable senior actuary time. The highest ROI capability in the platform.

The Friction

Manual impact mapping requires pulling engagement files, cross-referencing product registers, and mapping state applicability individually — for every significant update, every quarter.

The Workflow

ActuaLogic maps every regulatory update directly to your client portfolio in real time. Client A is affected on 3 product lines with a required action by April 1st. Client B is unaffected. Client C requires a model assumption review before Q2 close.

The Proof

The highest ROI capability in the platform once client profiles are established.

Actuarial Communication

Your numbers took 3 weeks to produce. The narrative shouldn’t take 3 more days to write.

08

Quarterly Reserve Narratives Written in 30 Seconds

The quarterly reserve calculation is complete. The numbers are correct. Now someone has to write the professional explanation of what happened, what drove the movement, and why the conclusion is appropriate.

8–15 hours of senior actuary time per client per quarter spent drafting language, not analysing or advising. For 30 clients: up to $135,000 in recoverable time — per quarter.

The Friction

A well-written actuarial narrative for a single client engagement takes 8–15 hours of senior actuary time. Across 30 clients, every quarter, that is 960–1,800 senior actuary hours per year spent producing documents — not delivering professional judgment.

The Workflow

Your actuary pastes the reserve output into ActuaLogic. In 30 seconds, a complete, client-ready actuarial narrative is produced — ASOP-aligned language, appropriate professional register, structured for your deliverable format.

The Proof

The single most-demoed capability in the platform. The time saved is immediately calculable by every actuary in the room.

Professional Defensibility

When the examiner arrives, every judgment your team made is already documented.

09

Actuarial Judgment Documentation, Built Automatically During Every Cycle

Your client is facing a state DOI examination. The examiner requests documentation of professional judgments behind reserve opinions from the past several valuation cycles. That documentation is typically reconstructed — from email threads, meeting notes, and recollections of actuaries who may no longer be with the firm.

DOI examination preparation costs $50,000–$200,000 per engagement. Contemporaneous documentation — built passively during normal work — cuts that cost materially.

The Friction

Reconstructed documentation is inherently less credible than contemporaneous records. It is also expensive to produce under examination pressure.

The Workflow

ActuaLogic automatically documents every professional judgment made during each valuation cycle — assumption selections, methodology decisions, data quality exception handling. Every entry is timestamped, attributed to the responsible actuary, and formatted for regulatory examination review.

The Proof

When the examination notice arrives, your preparation is retrieval — not reconstruction. Every judgment is documented. Every decision has a timestamp.

Portfolio Intelligence

Your most important client issue this week already surfaced in the data. You should know about it before Monday’s calls.

10

Weekly Client Intelligence, Before You Start Your Week

Monday morning. You manage 30 active client engagements. Something important shifted in three of them over the past week. The question is whether you find out before or after the client mentions it.

One missed deterioration signal per client per year costs $50,000+ in last-minute crisis management and relationship repair.

The Friction

A principal actuary managing a 30-client book cannot actively monitor every portfolio movement every week. The information exists in the data. The bottleneck is surfacing what matters from what doesn’t.

The Workflow

Every Monday, ActuaLogic delivers three AI-synthesised insights per client — emerging reserve movements, assumption drift signals, data anomalies approaching threshold. Delivered before your first client call.

The Proof

The weekly insight becomes the professional rhythm that makes your firm indispensable to retain. Churn becomes psychologically difficult when your team always knows first.

11

ASOP 56 Model Validation, Produced Automatically Every Cycle

ASOP 56 requires model validation. Most actuarial consulting firms treat it as a periodic project — expensive when outsourced, time-consuming when internal, and often deferred when deadlines are tight.

Model validation engagements cost $50,000–$200,000 externally. ActuaLogic produces the equivalent every cycle — or converts it into a $5,000–$15,000 annual client add-on.

The Friction

Internally, model validation requires 40–80 senior actuary hours per model per year. For a firm running models for 30+ clients, that is a recurring cost that generates no additional revenue.

The Workflow

ActuaLogic cross-validates model outputs against prior periods and industry benchmarks automatically — generating ASOP 56-compliant validation documentation as a standard output of each cycle.

The Proof

For 30 clients: $150,000–$300,000 in additional recurring revenue potential if offered as a structured add-on.

Request a Live Demo

See What Your Quarterly Cycle Looks Like Inside ActuaLogic

Bring a real scenario — a reserve cycle output, a regulatory update you are currently processing, a client narrative you wrote last quarter. We will show you what ActuaLogic produces with your actual use case. No slide decks. No roadmap promises. The workflow. Your data. The output.

See It In Your Workflow — Request a Live Demo No commitment. 30 minutes. Bring your use case.
ActuaLogic is the pre-submission review layer that sits between your model output and your client delivery — reviewing, validating, documenting, and communicating what your team produces. Built specifically for actuarial consulting practices of 20 to 150 actuaries. Proprietary AI architecture. Your data stays yours.