Peer Panel: A Streamlined Close InsuranceJoshua Urlaub

Client Services Account Manager, Insurance

Michael Rasband, CPAController

Deseret Mutual Benefit Administrators

Drew StahlSenior Treasury Analyst

Essent Group Ltd.

Su Yang, CPASenior Accountant

Mercury General Corporation

Panelists

About the Panel

Creating a Streamlined Close

Controls

Advice for your Peers

Questions?

• Take the post-session survey in the Clearwater Events app

• Take the Clearwater Client Benchmark Survey in room 440 and earn Clearwater swag.

Reminders