eFreedom Annual Statement

True innovation. These are the first words that will come to mind as you experience Fiserv’s newest solution for annual statement filing. eFreedom Annual Statement is a genuine breakthrough in software design that streamlines the filing process with features you won’t find anywhere else.

But the software isn’t the only reason you should consider eFreedom. This powerful system is backed by a Fortune 500 company with decades of experience in delivering information technology to the financial services industry.

NEW! State Filing from Fiserv

Fiserv now offers a convenient online service to track, complete, and file state-specific forms. Please call 800-373-3366 for complete information on this exciting new offering.

Time Saving Technology

eFreedom navigation eliminates a burden that all insurers face—recalling processes that are used only quarterly, and sometimes only once each year. It literally transforms the filing process through intuitive navigation and helpful wizards that guide you effortlessly through each step. Screen views in eFreedom are designed to resemble the printed page, and the system uses many Windows application features that are familiar to you.

More than 750 current clients have already invested in eFreedom. This technically advanced solution brings a wide range of timesaving new features, on top of the significant benefits of Microsoft .NET technology. Register now for an online demonstration.

Attractive New Features

In the creation of eFreedom Annual Statement, Fiserv regulatory and technical experts redesigned the filing process from an accountant's perspective. They found ways to pre-populate cells, and automate the creation of statement pages to reduce your workload. We designed the validations and calculations to update continuously, so you never have to wait for crosschecks again. We even built in project management tools so you can monitor your progress toward completion of the statement. All of these innovations are supported by a full selection of eFreedom professional services to streamline the process even further.

Flexible technology

What-you-see-is-what-you-get (WYSIWYG) entry screens resemble the final document.
Administrative setup from the NAIC data file is automated.
Data can be pulled from prior periods automatically.
The system’s multi-level security is easy to set up and manage, yet stronger than ever.

Time saving features

An Identifier Management List provides additional fields to assist you with the filing process such as internal due dates, assignments, percentage complete, and notes.
State Pages can be generated automatically.
Convenient data entry features include color coded cells, tick marks, formula drill-down, hiding and freezing of columns, and spell check.
Calculations and validations automatically run in the background to enhance processing efficiency.
The system makes it easy to accumulate and combine statements.
The system offers multiple import/export options.

Streamlined filing

Our simple, wizard driven NAIC Filing process creates multiple submission files simultaneously, and seamlessly submits them to the appropriate agencies.
The system includes a number of helpful pre-defined system, management and project status reports.

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