Fall Series 2023
Open to All - Introduction to the Compact
This 60-minute session will cover basic information about the background, mission, purposes, structure, activities, and operations of the Compact and is useful for those who are unfamiliar with the Compact.
Open to All – Compact Origins
This 60-minute session provides background on the creation of the Compact and updates on current issues.
Open to All - Mix and Match
Information about the rules and process for mix and match are covered in this 60-minute session. This session is geared toward rate & form filing and market regulators who work with products within the scope of the Compact.
Industry-Focused - Best Practices: Correspondence
Learn tips and best practices from reviewers to avoid common pitfalls of filing correspondence, including frequent objections and how to avoid them. This session is 30 minutes.
Industry-Focused – Best Practices: Supporting Documentation tab
Learn tips and best practices from reviewers to avoid common pitfalls found on the Supporting Documentation tab. Presenters will drill down on key requirements, including how extraneous information should be handled.
Industry-Focused - Product Filing Update
Learn the latest and greatest information from reviewers regarding Uniform Standards, including the new Suicide Exclusion Period Amendments. This session is 60 minutes.
Industry-Focused - Best Practices: General Description tab
Hear tips and best practices from reviewers to avoid common pitfalls in drafting your General Description. This session is 30 minutes.
Open to All – Navigating Compact Information
This 60-minute session will cover the communications that come from the Insurance Compact and where to find more basic information about the operations of the organization.
Open to All – Creating and Amending Uniform Standards
Information on the different methods for uniform standards development and the rulemaking process as well as an overview of the Uniform Standards Development guidelines is covered in this 60-minute session.
Open to All - SERFF Modernization Update
This 60-minute session is an overview of the SERFF Modernization project and geared towards anyone interested in learning the latest information about the enhancements coming to the Compact’s SERFF instance.
Spring Series 2023
Industry-Focused – Long-Term Care (LTC) Certification
This webinar is designed to provide filers with background on the LTC certification process and requirements, and to help avoid common errors that can extend the review. The company actuary preparing the certification should watch this recording.
Industry-Focused - Best Practices: Form Schedule
Learn tips and best practices from reviewers to avoid common pitfalls found on the Forms tab. Product trends, new standards, and standards under development will also be covered in this 30-minute session.
Industry-Focused – Best Practices: Statement of Intent
Hear from reviewers regarding tips and best practices to achieve a compliant filing and smooth review process for Statement of Intent submissions. This session is 60 minutes.