Compliance
Boltshift Automates Regulatory Reporting Across 9 States with Swiper
9
States brought into continuous compliance
85%
Less time spent preparing for exams
THE COMPANY
Nine states, nine sets of filing rules
Boltshift underwrites commercial property coverage across 9 states, each with its own filing deadlines, disclosure formats, and reserve reporting requirements.
THE CHALLENGE
Reporting that was always a step behind the rules
Boltshift's compliance team tracked state requirements in a shared spreadsheet, reassembling reports by hand before every deadline and frequently discovering formatting issues only after a state examiner flagged them.
We stopped scrambling before every filing deadline. The reporting is already compliant by the time it needs to go out the door.
Marcus Webb, Chief Compliance Officer
THE SOLUTION
Reporting rules built into the ledger itself
Swiper encoded each state's filing requirements directly into Boltshift's chart of accounts, so transactions are tagged and validated against the right rules the moment they're recorded.
Compliance staff now review exception flags as they appear throughout the quarter, rather than reconstructing every filing from scratch in the final week before it's due.
THE RESULTS
Filings that are ready well before the deadline
Boltshift now generates every state filing directly from Swiper, cutting exam preparation time by 85% and eliminating the last-minute formatting errors that used to draw examiner attention.
We stopped scrambling before every filing deadline. The reporting is already compliant by the time it needs to go out the door.
Marcus Webb
Chief Compliance Officer, Boltshift
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