With State Financial Filing Forms, you can quickly and easily produce state DOI-approved forms compliant with regulatory and statutory reporting standards. Our comprehensive library of forms are sorted and arranged for all lines of business and get updated in real-time when states change any of their reporting requirements. Accompanying instructions are provided with each form so you can use them to ensure regulatory and compliance requirements.
There are more than 2,500 state financial filing and compliance forms in the State Financial Filing Forms library – including surplus lines, reinsurance, risk retention groups, and worker comp forms. The library also includes forms unique to and required by state regulatory agencies, health insurance boards, state officials, and other organizations or branches. With State Financial Filing Forms, your regulatory information won’t get misfiled, misplaced, or bottlenecked waiting for completion or approval. This means more of your work will get done in less time.
The ETM team of experts actively monitors state DOI websites for any form changes. They download the affected forms straight from these websites, “tag” the forms with fields for data entry, formulas, and linked cells, review the forms for filing accuracy, and then include instructions with due dates and filing information with these forms for your use. When forms are ready, you will get email notifications listing which forms were revised so you know which forms to download and use immediately. Downloading directly from DOI websites means forms are preapproved and readily accepted by the states. For states with online forms to submit, we provide hyperlinks that take you directly to them so you can complete them online and send them in. If you are a Wings-hosted client, you can even skip downloading because we automatically update the state forms for you every night.
State Financial Filing Forms uses links to pre-populate information already stored in the annual or quarterly statement and in the company’s common data repository – no need to re-key the information over and over. You can trace linked values back to their original locations using our unique “drill-down” method. Formulas embedded in the forms are automatically calculated with every new entry. Once a form is complete, you can save it locally or centrally, or share it with other users in your organization via email. Finally, you can archive copies of your state filings, then in future searches, easily reference past periods.
With State Financial Filing Forms, the proof is in the performance.