Invotex Group Insurance Services Risk-Focused Targeted Exams


Insurance Regulatory Services home Representative Engagements Clients Key Contacts: A. Thomas Finnell, Jr. Managing Director James E. Stangroom Managing Director Timothy J. Foley Director James B. Morris Director Kerby R. Baden Director Philip M. Ermer Director	Examinations	Thought Leadership
	Risk-Focused, Target & Specialty Areas	Risk Assessment Working Group NAIC Comment Papers: January 2005 February 2005 October 2005 May 2006 April 2007 September 2007 Lessons Learned Series: Lessons Learned #1 Lessons Learned #2 Lessons Learned #3 Lessons Learned #4
	State insurance departments are preparing for risk-focused examinations, which will be required on all exams beginning in 2010. Whether a state is leading the charge with pilot examinations and on-site training, dipping their toes in the water, or watching from the sidelines, Invotex can help. Invotex has been an active and vocal contributor of ideas and comments to the NAIC throughout the development of the risk-focused approach by its Risk Assessment Working Group. Post-development, Invotex has been the leader in bringing forth insights from “Lessons Learned” during early implementation efforts in the field for sharing and discussion in departmental forums and through meetings and publications of the Society of Financial Examiners. Our consultants have rich and varied experiences in helping states implement the new risk-focused approach in the field, providing on-site training and support, as well as technical support in the critical areas of information technology (IT), actuarial, investment and reinsurance. Our consultants have been involved in examinations of life, health and property/casualty companies of all sizes and including some of the industry’s largest insurers.