Gain Compliance Resources
SSAP and Blank Updates to the Statutory Financial Statements – December 9, 2025 SAPWG Fall National Meeting
Tricia Henderson; December 9, 2025
2025 Annual Update – Life
Connie Jasper Woodruff and Tricia Henderson; December 4, 2025
2025 Annual Update – Health + Property & Casualty
Connie Jasper Woodruff and Tricia Henderson; December 2, 2025
SSAP and Blank Updates to the Statutory Financial Statements – August 11, 2025 SAPWG Conference Call
Tricia Henderson; August 11, 2025
SSAP and Blank Updates to the Statutory Financial Statements – May 29, 2025 BWG Conference Call
Tricia Henderson; May 29, 2025
SSAP and Blank Updates to the Statutory Financial Statements – May 22, 2025 SAPWG Conference Call
Tricia Henderson; May 22, 2025
SSAP and Blank Updates to the Statutory Financial Statements – March 6, 2025 BWG Conference Call
Tricia Henderson; March 6, 2025
SSAP and Blank Updates to the Statutory Financial Statements – February 25, 2025 SAPWG Conference Call
Tricia Henderson; February 25, 2025
Alert: Schedule P Update
Tricia Henderson; February 13, 2025
2024 Annual Instructions Update – Schedules
Tricia Henderson; December 1, 2024
2024 Annual Instructions Update – Notes
Tricia Henderson; December 1, 2024
SSAP and Blank Updates to the Statutory Financial Statements – November 17, 2024 SAPWG Fall National Meeting
Tricia Henderson; November 17, 2024
White Paper: Benchmarking Carrier Readiness for the Principles-Based Bond Definition
Tricia Henderson; September 30, 2024
2024 Annual NAIC Update and Overview of the Principles-Based Bond Definition
Tricia Henderson and Barbara Howard; September 19, 2024
Principles-Based Bond Definition Flowchart
Tip Tipton; September 18, 2024
SSAP and Blank Updates to the Statutory Financial Statements – August 13, 2024 SAPWG Summer National Meeting
Tricia Henderson; August 13, 2024
SSAP and Blank Updates to the Statutory Financial Statements – August 7, 2024 BWG Conference Call
Tricia Henderson; August 7, 2024
2025 Quarterly Reporting Item – Principles-Based Bond Project
Tricia Henderson; July 25, 2024
2024 Annual Reporting Item for Property Filers – Schedule P Short-Tail Expansion to Ten Accident Years
Tricia Henderson; July 25, 2024
White Paper: The Benefits of Data Sharing and Interoperability Between Software Applications
Burch LaPrade; June 15, 2024
SSAP and Blank Updates to the Statutory Financial Statements – May 23, 2024 BWG Conference Call
Tricia Henderson; May 23, 2024
SSAP and Blank Updates to the Statutory Financial Statements – May 15, 2024 SAPWG Conference Call
Tricia Henderson; May 15, 2024
SSAP and Blank Updates to the Statutory Financial Statements – March 16, 2024 SAPWG Spring National Meeting
Tricia Henderson; March 16, 2024
SSAP and Blank Updates to the Statutory Financial Statements – February 21, 2024 BWG Conference Call
Tricia Henderson; February 21, 2024
SSAP and Blank Updates to the Statutory Financial Statements – February 20, 2024 SAPWG Conference Call
Tricia Henderson; February 20, 2024
White Paper: Evaluating Data Security Risk for Third-Party Vendors
Burch LaPrade; January 18, 2024
SSAP and Blank Updates to the Statutory Financial Statements – January 10, 2024 SAPWG Conference Call
Tricia Henderson; January 10, 2024
2023 Annual Instructions Update – Schedules
Tricia Henderson; December 1, 2023
2023 Annual Instructions Update – Notes
Tricia Henderson; December 1, 2023
SSAP and Blank Updates to the Statutory Financial Statements – December 1, 2023 SAPWG Fall National Meeting
Tricia Henderson; December 1, 2023
SSAP and Blank Updates to the Statutory Financial Statements – November 7, 2023 BWG Conference Call
Tricia Henderson; November 7, 2023
SSAP and Blank Updates to the Statutory Financial Statements – October 23, 2023 SAPWG Conference Call
Tricia Henderson; October 23, 2023
2024 Quarterly and Annual Reporting Item – New Pet Insurance Line of Business
Tricia Henderson; October 17, 2023
2023 Q3 and Annual Reporting Item – Disclosures for Net Negative (Disallowed) Interest Maintenance Reserve (IMR)
Tricia Henderson; October 2, 2023
SSAP and Blank Updates to the Statutory Financial Statements – September 21, 2023 SAPWG Conference Call
Tricia Henderson; September 21, 2023
SSAP and Blank Updates to the Statutory Financial Statements – August 13, 2023 SAPWG Summer National Meeting
Tricia Henderson; August 13, 2023
2023 Annual Reporting Item – Life State Page
Tricia Henderson; July 14, 2023
SSAP and Blank Updates to the Statutory Financial Statements – May 31, 2023 BWG Conference Call
Tricia Henderson; May 31, 2023
SSAP and Blank Updates to the Statutory Financial Statements – May 16, 2023 SAPWG Conference Call
Tricia Henderson; May 16, 2023
SSAP and Blank Updates to the Statutory Financial Statements – March 22, 2023 SAPWG Spring National Meeting
Tricia Henderson; March 22, 2023
SSAP and Blank Updates to the Statutory Financial Statements – March 7, 2023 BWG Conference Call
Tricia Henderson; March 7, 2023
SSAP and Blank Updates to the Statutory Financial Statements – December 13, 2022 SAPWG Fall National Meeting
Tricia Henderson; December 13, 2022
2022 Annual Instructions Update – Schedules
Tricia Henderson; December 1, 2022
2022 Annual Instructions Update – Notes
Tricia Henderson; December 1, 2022
SSAP and Blank Updates to the Statutory Financial Statements – November 17, 2022 BWG Conference Call
Tricia Henderson; November 17, 2022
SSAP and Blank Updates to the Statutory Financial Statements – October 24, 2022 SAPWG Conference Call
Tricia Henderson; October 24, 2022
SSAP and Blank Updates to the Statutory Financial Statements – August 10, 2022 SAPWG Summer National Meeting
Tricia Henderson; August 10, 2022
SSAP and Blank Updates to the Statutory Financial Statements – May 24, 2022 SAPWG Conference Call
Mark Pearson; May 24, 2022
SSAP and Blank Updates to the Statutory Financial Statements – April 4, 2022 SAPWG – NAIC Spring National Meeting
Tricia Henderson; April 4, 2022
SSAP and Blank Updates to the Statutory Financial Statements – March 29, 2022 BWG Conference Call
Tricia Henderson; March 29, 2022
2021 Annual Reporting Item – Accident and Health Policy Experience Exhibit
Tricia Henderson; January 26, 2022; updated March 9, 2022
SSAP and Blank Updates to the Statutory Financial Statements – January 27, 2022 SAPWG Conference Call
Tricia Henderson; January 27, 2022
SSAP and Blank Updates to the Statutory Financial Statements – December 11, 2021 SAPWG Fall National Meeting
Tricia Henderson; December 11, 2021
2021 Annual Instructions Update – Schedules
Tricia Henderson; December 11, 2021
2021 Annual Instructions Update – Notes
Tricia Henderson; December 7, 2021
SSAP and Blank Updates to the Statutory Financial Statements – November 16, 2021 BWG Conference Call
Tricia Henderson; November 16, 2021
SSAP and Blank Updates to the Statutory Financial Statements – November 10, 2021 SAPWG Conference Call
Tricia Henderson; November 10, 2021
SSAP and Blank Updates to the Statutory Financial Statements – August 26, 2021 SAPWG Conference Call
Mark Pearson; August 26, 2021
SSAP and Blank Updates to the Statutory Financial Statements – July 22, 2021 BWG Conference Call
Mark Pearson; July 22, 2021
SSAP and Blank Updates to the Statutory Financial Statements – May 26, 2021 BWG Conference Call
Tricia Henderson; May 26, 2021
SSAP and Blank Updates to the Statutory Financial Statements – May 20, 2021 SAPWG Conference Call
Tricia Henderson; May 20, 2021
White Paper: Structured Reporting
Brian Anderson, May 18, 2021
Important Update on Note 22
Tricia Henderson; April 27, 2021
SSAP and Blank Updates to the Statutory Financial Statements – March 16, 2021 BWG Conference Call
Tricia Henderson; March 16, 2021
SSAP and Blank Updates to the Statutory Financial Statements – March 15, 2021 SAPWG Conference Call
Tricia Henderson; March 15, 2021
Important Update Regarding Schedule D, Part 2, Section 2 NAIC Validations
Tricia Henderson; January 26, 2021
2020 Annual Instructions Update – Notes
Tricia Henderson; December 22, 2020
2020 Annual Instructions Update – Schedules
Tricia Henderson; December 22, 2020
SSAP and Blank Updates to the Statutory Financial Statements – December 18, 2020 SAPWG Conference Call
Mark Pearson; December 18, 2020
SSAP and Blank Updates to the Statutory Financial Statements – December 16, 2020 BWG Conference Call
Tricia Henderson; December 16, 2020
SSAP and Blank Updates to the Statutory Financial Statements – November 12, 2020 SAPWG Conference Call
Tricia Henderson; November 12, 2020
SSAP and Blank Updates to the Statutory Financial Statements – October 13, 2020 SAPWG Conference Call
Tricia Henderson; October 13, 2020
SSAP and Blank Updates to the Statutory Financial Statements – August 27, 2020 BWG Conference Call
Tricia Henderson; August 27, 2020
Headlines from 2020 NAIC Summer (Virtual) Meeting
Maureen Henderson; August 24, 2020
SSAP Updates to the Statutory Financial Statements – 2020 NAIC Summer National Meeting
Mark Pearson; July 31, 2020
SSAP and Blank Updates to the Statutory Financial Statements – July 22, 2020 APPTF Conference Call
Tricia Henderson; July 22, 2020
SSAP and Blank Updates to the Statutory Financial Statements – June 15, 2020 SAPWG Conference Call
Tricia Henderson; June 15, 2020
SSAP and Blank Updates to the Statutory Financial Statements – May 28, 2020 BWG Conference Call (Part 1)
Mark Pearson; May 29, 2020
SSAP and Blank Updates to the Statutory Financial Statements – May 28, 2020 BWG Conference Call (Part 2)
Mark Pearson; May 29, 2020
SSAP and Blank Updates to the Statutory Financial Statements – May 20, 2020 SAPWG Conference Call
Tricia Henderson; May 20, 2020
Important Update on Note 24
Tricia Henderson; April 17, 2020
SSAP and Blank Updates to the Statutory Financial Statements – April 15, 2020 SAPWG Conference Call
Tricia Henderson; April 15, 2020
SSAP Updates to the Statutory Financial Statements – 2020 NAIC Spring National Meeting
Mark Pearson; March 18, 2020
SSAP and Blank Updates to the Statutory Financial Statements – January 8, 2020 SAPWG Conference Call
Mark Pearson; January 9, 2020
SSAP and Blank Updates to the Statutory Financial Statements – December 17, 2019 BWG Conference Call
Tricia Henderson; December 17, 2019
SSAP Updates to the Statutory Financial Statements – 2019 NAIC Fall National Meeting
Mark Pearson; December 9, 2019
White Paper: A Primer on Cloud Software and its Application to Annual Statement Reporting
Burch LaPrade, November 14, 2019
SSAP and Blank Updates to the Statutory Financial Statements – October 22, 2019 BWG Conference Call
Mark Pearson; October 22, 2019
SSAP and Blank Updates to the Statutory Financial Statements – August 20, 2019 BWG Conference Call
Mark Pearson; August 21, 2019
Helpful Hints on Note 20.C – Fair Value Measurements
Mark Pearson; August 14, 2019
SSAP and Blank Updates to the Statutory Financial Statements – 2019 NAIC Summer National Meeting
Mark Pearson; August 7, 2019
SSAP and Blank Updates to the Statutory Financial Statements – June 24, 2019 BWG Conference Call (Part 2)
Mark Pearson; June 26, 2019
SSAP and Blank Updates to the Statutory Financial Statements – June 24, 2019 BWG Conference Call (Part 1)
Mark Pearson; June 24, 2019
SSAP and Blank Updates to the Statutory Financial Statements – May 29, 2019 SAPWG Conference Call
Mark Pearson; May 30, 2019
SSAP and Blank Updates to the Statutory Financial Statements – 2019 NAIC Spring National Meeting (Part 2)
Mark Pearson; April 18, 2019
SSAP and Blank Updates to the Statutory Financial Statements – 2019 NAIC Spring National Meeting (Part 1)
Mark Pearson; April 12, 2019
SSAP and Blank Updates to the Statutory Financial Statements – 2018 NAIC Fall National Meeting (Part 2)
Mark Pearson; November 28, 2018
SSAP and Blank Updates to the Notes – 2018 NAIC Fall National Meeting (Part 1)
Mark Pearson; November 20, 2018
Summary of Changes to the 2018 Annual Statement, Part 2
Mark Pearson; November 15, 2018
Summary of Changes to the 2018 Annual Statement, Part 1
Mark Pearson; October 6, 2018
INT 18-03: Additional Elements Under the Tax Cuts and Jobs Act
Mark Pearson; October 1, 2018
Top 5 Causes for Notes Data Filing Errors
LinkedIn Article; August 8, 2018
Stat. Filings and the Breakdown of the Review Process
LinkedIn Article; July 17, 2018
Statutory Financial Reporting Notes – 5 Questions You Should be Asking (but probably aren’t)
LinkedIn Article; March 7, 2018
White Paper: Common Compliance and Filing Errors for the Notes of Statutory Financial Reports
Burch LaPrade; March 5, 2018
SAPWG Adopts INT 18-01
Steve Siegel; February 9, 2018
New and Updated Disclosures Part II: SAPWG and BWG Addendums
Steve Siegel; January 10, 2018
White Paper: State-Based Regulation: an Interview with Nick Gerhart (part 2 of 3)
Insurance Thought Leadership, December 10, 2017
2017 Annual Statement – Instructions Preview
Steve Siegel; December 19, 2017
Crunch Time
LinkedIn Article; November 14, 2017
Insurtech: Meaningful Review for Filings
LinkedIn Article; October 16, 2017
Regtech/Insurtech
LinkedIn Article; September 11, 2017
Insurtech/InsureTech
LinkedIn Article; August 24, 2017
Insurtech – Insiders vs. Outsiders
LinkedIn Article; July 19, 2017
White Paper: State-Based Regulation: an Interview with Nick Gerhart (part 1 of 3)
Insurance Thought Leadership, June 26, 2017
Filing False Choices – Timely vs. Accurate
LinkedIn Article; June 23, 2017
White Paper: Technology Solutions for Insurance Compliance Challenges
Burch LaPrade, September 15, 2016