ALLEN BAILEY & ASSOCIATES, INC.
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As a natural complement to our product development work, AB&A  also has available an experienced compliance team to assist with, or  provide on a turn-key basis, policy forms, riders and applications in addition  to completing the policy filing with the state insurance departments.  We have nationwide experience and  utilize SERFF as one of the most cost effective methods for product filing.  Depending on your new product requests, we can assume all or a portion of your compliance  needs.  

Often times you will find that you need to make a  minor modification to an existing product, or maybe you just completed pricing  of a new product portfolio.  When  you are in this situation, we can help you move to the next step.   For the majority of our clients, we complete or assist in the  development of the certificate form and other documents associated with state  insurance department filings.  Once those forms are complete, we can then take them all the way through the approval  stage.  Whether it is just a single  form, or an entire portfolio of products, associated riders forms, new or  updated application, marketing material, etc. we will be there if you need  us.

We specialize in:
  • Reviewing forms for  compliance with insurance department regulations.
  • Filing forms for  approval by state insurance departments.
  • Developing policy  forms, riders, and applications. 
  • Providing updates  relating to various regulatory and compliance issues.



                    

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Our mission statement, "constantly pursuing expeditious perfection," goes to the heart of who we are.                -Allen Bailey
  • Home
  • AB's Vision
  • About Us
  • Services
    • Actuarial >
      • Product Development
      • Cash Flow Testing
      • Financial Analysis
      • Mergers & Acquisitions
      • Financial Reporting
      • Experience Studies
      • Risk-Based Capital
      • Management Consulting
    • Software
    • Data Processing
    • Compliance
    • Fraternal Strategy
  • Our Team
  • Our Mission
  • Contact Us
  • AB White Paper 1