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Evaluation

RPM Seminar

Professionalism/Regulation

Level 1: No prior knowledge of the subject (0-3 Years)

C:PC:L2

C:PC:L3

C:FI:L1

C:FE:L1

C:RM:L3

C:AS:L3

S:BT:L1

S:PR:L1

S:BA:L1

T:IC:L1

T:PR:L1

Professionalism When Working With DOIs

PR-8 - Professionalism When Working with Dois

Tuesday, March 19, 2024
9:30 AM – 10:30 AM CST
CE: 1.2
Please join us for this session which will include an actuary, a compliance professional, and a state regulator. Topics covered will include pre-filing calls with departments of insurance (DOIs), required materials for filing with DOIs, key components of a filing, and interacting with DOIs through objections. A state regulator will share their thoughts and perspectives on interacting with insurance companies during the filing process.

Learning Objectives:

  • Hold calls with departments of insurance in a professional manner
  • Submit complete filings in accordance with department of insurance and statutory requirements
  • Better understand how a state regulator reviews filings