Report Catalog

Twenty-eight deliverables. One provenance discipline.

Every AIPX3 engagement produces documents your board, auditor, and regulator can act on. This is the menu: what each report answers, who it serves, and how often it lands. Every figure in every report traces to its source and timestamp.

Client Subscriptions

The flagship briefs.

The productized core of an engagement: standing intelligence on your book, written for the seat that reads it.

MONTHLY // CARRIER & MGA

Carrier Risk Intelligence Brief

The flagship. Reserve position, capital across regulatory and economic lenses, the signals that moved this month, and recommended actions ranked by capital efficiency. Board-ready.

WEEKLY // ALL SUBSCRIBERS

Ecosystem Systemic Risk Bulletin

The market-wide read across more than 80 risk domains: what flared, what it touches, and which lines of business should care.

MONTHLY // FUND CLIENTS

Fund Manager Risk Intelligence

Portfolio-level risk scoring, return on risk-adjusted capital by sleeve, stress impact, and reallocation guidance.

MONTHLY // ADVISOR CLIENTS

Advisor & Wealth Risk Brief

Suitability, longevity, and concentrated-position risk reads for wealth practices, built on the same signal engine.

The Governance Pack

Quarterly, for the people who sign things.

Board & Audit Committee Fiduciary Report

The governance package: position, exposures, controls, and the decisions awaiting the board.

Quarterly // Board, Audit Committee

SOX / ICFR Certification Support

Control test results, deficiency classifications, and remediation status, mapped to the 302/404 chain.

Quarterly // Audit Committee, External Auditor

Rating Agency Surveillance

Capital headroom against rating thresholds and the case for proactive strengthening before the review.

Quarterly // Treasury, IR

Regulatory Filing Support

IRIS ratio positions, capital requirement support, and sanctions-screening evidence for statutory filings.

Quarterly // Compliance, State DOI

Actuarial Opinion Support

Methodology, central estimate, and the reserve memorandum package for the appointed actuary.

Quarterly // Appointed Actuary
Operating Cadence

Daily to monthly, the working rhythm.

Daily

  • Feed Health & Ingest Status. Which feeds are live, what refreshed, what needs attention.
  • Risk Score Snapshot. The composite position, its components, and trajectory.
  • Alert Digest. Every signal in alert state that day, with its provenance.
  • Market Driver Recalc. Rates, volatility, spreads, and their downstream reserve impact.

Weekly

  • Early-Warning Performance. Signal quality and lead time on your engagement's alerts.
  • Truth Score Digest. Claims scored this week, source reliability, tier mix.
  • Portfolio Risk Watch. Weighted risk against thresholds, top exposures, optimization delta.

Monthly

  • Reserve Sufficiency. Deficiency or redundancy, central and high scenario, by division.
  • IBNR & Social Inflation. Loaded IBNR per line under the current verdict trend.
  • Capital Adequacy & IRIS. All three capital lenses plus watch ratios.
  • Stress Scenario. Anchor cases and combined impact.
  • Portfolio Optimization. Reallocation recommendations with efficiency ranking.
Event-Triggered & Audit

When something moves, and when someone checks.

Event-triggered

  • Event Impact Recalc. A watched event fired: what recalculated, who owns the response.
  • Action & Remediation Memo. The recommended action with cost, expected impact, and confidence.
  • Catastrophe Bulletin. NatCat detection and aggregate exposure across affected lines.
  • Rating Action Response. The same-day brief when an agency moves on you or a peer.

On demand, audit-grade

  • Data Provenance & Lineage. Source, timestamp, and transformation chain for any figure.
  • Change & History Log. What changed since the last run, and who triggered it.
  • Methodology Snapshot. Version, assumptions, and formulas, frozen for examination.

Start with one brief.

The first Carrier Risk Intelligence Brief comes out of your reserve briefing. Everything else is a subscription decision after you've read it.

Request a Reserve Briefing