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.
Oftentimes 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:
Oftentimes 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.
