How health plans can better understand the member journey
A health plan’s success revolves around member experiences. But how do you find your best opportunities to improve member experiences...
Jen Trewick - Principal Product ManagerUpdates & Insights
On The Dot
Regulatory disclosure and compliant communications - direct from the experts.
Podcast: MIC trends to watch: Advancements and innovations for 2026 [7:26]
On The Dot (episode 11) - A conversation with MIC expert Jason Barnard as he shares key trends to elevate your 2026 Management Information Circular.
Updated: October 1, 2025
Jen Trewick - Principal Product Manager
Innovation with purpose: How Bridge saves you more time and effort
Toppan Merrill Bridge continues to deliver the most intuitive and efficient workflow for external reporting professionals, freeing teams to prepare...
Chase Bongirno - Director of Product Management
The Ultimate Guide to Tailored Shareholder Reports
Tailored shareholder reports (TSR) are required by the SEC in an attempt to modernize shareholder communications. The SEC will require...
Guy Stanzione - Director, SEC Compliance Services
7 Things to Do When You Change a Company’s Name (With the SEC & Otherwise)
In a blog posted on June 13, 2024, Ben Dale, from the law firm Perkins Coie, discusses 7 key factors...
6 ways AI will transform health plan operations and the member experience
Health plans can improve member communications, increase efficiencies, allow for more personalization and reduce the healthcare spending by implementing AI...
Jen Trewick - Principal Product Manager
SEC FAQs: TSR compliance date and Inline XBRL issues
With the rapidly approaching initial cycle for Tailored Shareholder Reports (TSR) just around the corner, the focus is shifting to...
Guy Stanzione - Director, SEC Compliance Services
SEC FAQs: Electronic delivery of Shareholder Reports
With the rapidly approaching initial cycle for Tailored Shareholder Reports (TSR) just around the corner, the focus is shifting to...
Guy Stanzione - Director, SEC Compliance Services
What to know about the upcoming Resource Extraction filing requirements
Resource Extraction filings require oil, gas and mineral companies to report payments in standard XBRL format. Jennifer Froberg shares the...
Jennifer Froberg - Sr SEC Product Specialist
Registered Index Linked Annuities (RILA) expected to gain interest
A Registered Index Linked Annuity (RILA) is one of several types of annuity contracts offered by insurance companies. An investor’s...
Guy Stanzione - Director, SEC Compliance Services
ESG, 10-K and Proxy report design: Solving consistency and content challenges
Consistency across all legal and financial reporting is not only a “nice to have,” but a “must have,” in this...
Mike Spelman - Director, Proxy Solutions
Karen Fisher - Proxy Advisory Services