Insurance Regulatory Services home Representative Engagements Clients

Key Contacts:

A. Thomas Finnell, Jr.
Managing Director
James E. Stangroom
Managing Director

Financial Analysis

Including Transactional / Form A Reviews

 

State insurance regulators rely on financial information from insurers in a variety of settings:

  • Routine reviews of quarterly or annual filings to identify financial or solvency concerns
  • Integration of analytical insight into the risk-focused examination process
  • Non-routine Form A and similar filings involving potential changes in control of a company or proposed transaction requiring prior approval
  • Review of applications for admission and licensing

Financial analysis is a core strength of Invotex and has led to successful outcomes for clients in regulatory and litigation matters. Our consultants are adept at researching and analyzing a wide variety of business matters and in developing insights that support decision-making.