CASE STUDY Using Merrill Bridge, insurer gains control and unlocks productivity Company Profile Safety Insurance (NASDAQ: SAFT) is one of the largest regional insurance companies in the United States. SEC reporting is a key responsibility of Safety’s Controller, Christopher Whitford, assisted by a Financial Reporting Manager and a Senior Accountant. Challenges Before Merrill Bridge, the company’s software for managing SEC disclosures involved cumbersome manual work. To tag numbers, the reporting staff had to find the correct codes by searching three different spreadsheets. When tagging XBRL documents, staff could see what they were doing only by checking whether the document rendered correctly and then comparing it against the SEC reporting tool. To ensure the accuracy and com

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