System Requirements

• Actuarial Toolkit is fully supported on Microsoft Excel for Microsoft 365 (Windows desktop version).

• Actuarial Toolkit may function on Excel 2019, Excel 2021, and Excel 2024 for Windows; however, these versions have not been fully tested and are not officially supported. Users on non-supported versions may encounter compatibility limitations, and technical support is provided only for Microsoft 365 on Windows.

• Actuarial Toolkit is not supported on Excel for Mac, Excel Online, or mobile versions of Excel.

Dynamic pivot

What It Does

Transform detailed data into dynamic summaries using Excel formulas rather than static pivot tables. Group by one or more variables and calculate metrics such as sums, averages, counts, standard deviations, minimums, and maximums.

Unlike traditional pivot tables, results remain fully formula-driven, making them easier to customize, extend, and integrate into existing models and analyses. Create powerful summaries without writing SQL or rebuilding pivot tables every time a new question arises.

Key Features

• Formula-driven summaries instead of pivot tables

• Multiple grouping variables and summary metrics

• Dynamic outputs that support downstream analyses

• SQL-style summaries without writing SQL

• Fully integrated with standard Excel workflows

Ideal For

• Fast ad-hoc analysis on Excel datasets

• Counts, density checks, and data validation by segment

• Building tables for larger actuarial or financial models

• Experience studies and utilization reporting

• Live data summaries during meetings or client calls

• Presentation-ready outputs in seconds

Lag development

What It Does

Whether you already have a formal reserving platform or need a starting point, the Lag Development Tool provides a fast and powerful way to understand payment patterns, generate completion factors, and perform flexible actuarial analysis directly in Excel.

Build loss development triangles, age-to-age factors, completion factors, and chain ladder summaries from detailed claim data in just a few clicks. Automatically generate separate analyses by Line of Business, allowing multiple reserving studies to be created simultaneously without repetitive setup.

Key Features

• Automated triangle creation from detailed claim data

• Age-to-age and completion factor calculations

• Chain ladder development analysis

• Automatic Line of Business splitting

• Flexible origin periods, development periods, and aggregation levels

• Excel-based outputs that can be further customized as needed

Ideal For

• Reserving analyses

• Completion factor studies

• Claim development monitoring

• Financial forecasting

• Multi-line business reviews

• Rapid exploration of payment and utilization patterns

Trend setup

What It Does

The Trend Setup Tool provides a flexible framework for applying multiple trend assumptions directly within Excel. Users can define historical periods, projection periods, and multiple trend components, then apply those assumptions consistently across their data.

Unlike simpler trend calculators, multiple trend types can be applied simultaneously. For example, separate utilization and unit cost trends can be combined to produce a total projected trend, allowing users to build and evaluate the combined impact of multiple trend assumptions.

Designed for actuaries and analytical professionals, the tool streamlines complex trend calculations while maintaining the flexibility needed for customized modeling approaches.

Key Features

• Support for multiple trend components

• Simultaneous application of multiple trend assumptions

• Historical and projected trend periods

• Midpoint-to-midpoint calculations

• Flexible projection scenarios

• Formula-driven outputs that integrate with Excel models

Ideal For

• Medical and pharmacy trend studies

• Utilization analyses

• Unit cost analyses

• Pricing and forecasting exercises

• Experience studies

• Budgeting and financial projections

Graph setup

What It Does

The Graph Setup Tool creates dynamic, presentation-ready Excel charts directly from detailed data. Unlike traditional Pivot Charts, Graph Setup uses formula-driven summaries and flexible filtering options to create cleaner, more customizable outputs with significantly less manual effort.

Users can generate professional line charts in just a few clicks by selecting multiple fields directly from their data. The tool supports multi-select dimensions, measures, filters, and calculations, making it easy to build sophisticated analyses without the limitations of traditional Pivot Charts. Different filters and calculations can also be applied across chart components, providing flexibility that is difficult to achieve with standard Excel charting tools.

Key Features

• Formula-driven chart setup instead of Pivot Charts

• Professional chart formatting out of the box

• Presentation-ready line charts in seconds

• Multi-select dimensions, measures, and filters

• Different filters for different chart components

• Support for custom calculations and aggregations

• Dynamic summaries that update with underlying data

Ideal For

• Utilization reporting

• Financial monitoring

• Membership and enrollment reporting

• Executive dashboards

• Client-ready presentations

• Ad hoc data exploration

Search ASOPs

What It Does

Search the Actuarial Standards of Practice directly from Excel. Enter a word or phrase and Actuarial Toolkit scans the ASOP library, returning matching ASOPs along with surrounding text where the term appears. Results are organized into Excel for quick review, documentation, and research.

Key Features

• Searches all available ASOPs

• Returns matching standards and excerpts

• Highlights relevant language

• Organized Excel output

• Fast professional standards research

Common Uses

• Actuarial opinions

• Memorandums

• Documentation reviews

• Peer review support

• Professional standards research

Shortcut tools

What It Does

The Shortcut Tools are lightweight utilities built for speed. Whether you're in a meeting, brainstorming ideas, reviewing numbers live, or cleaning up worksheets, these tools help you get answers and complete common tasks in seconds.

They're the kind of quick helpers that save time repeatedly throughout the day, reducing friction so you can stay focused on analysis instead of mechanics.

Included Tools

• Trend Solver
  Select a current value, target value, and number of years to instantly calculate the annualized trend required.

• Compare Numbers
  Select two numbers in your worksheet and immediately view percentage changes, differences, ratios, and other useful comparisons.

• Table Formatter
  Save custom Header, Data, and Total row formats, then instantly apply consistent, professional table styling to any selected range. Turn raw outputs into polished, client-ready exhibits with a single click.

• Sheet View
  Instantly view all worksheets in a workbook and move sheets between visible and hidden views with a single click, making large workbook navigation significantly easier.

Ideal For

• Live meeting calculations

• Quick what-if analyses

• Brainstorming sessions

• Cleaning up exhibits and reports

• Navigating large workbooks

• Fast trend calculations