Everything you need to ensure regulatory compliance at every stage.

We have a 25+ year reputation as experts who understand the ins and outs of the ever-changing regulatory environment. Our trend-setting state filings technology was developed by insurance experts who understand the specific needs of insurance organizations as it applies to the successful submission and organization of approved rate, rule and form filings. Our state filings analysts have long-term relationships with Departments of Insurance, thus ensuring your filings get the attention they deserve. Our insurance experts help you respond to interrogatories in an efficient and timely manner, drawing on additional expertise from our in-house actuarial and product design team as needed. Save time, conserve resources and ensure compliance by assigning us specific tasks or outsourcing your complete compliance needs.

LICENSING

We help your organization obtain and maintain the right license for your immediate business need. Whether it is a producer, adjuster, TPA, MGA, or surplus license, we get you what you need when you need it. We can also register you with the secretary of state or form a Risk Purchasing Group.

Our licensing analysts help insurance carriers file Form A acquisition documents, expand into new states, or add lines of authority in existing states. Our experience with the UCAA application process helps you navigate the numerous state-specific requirements and get your Company licensed as expeditiously as possible. In addition to admitted carriers, we can assist in registering your surplus company in all jurisdictions.

Perr&Knight’s Licensing Department can facilitate the Insurance Company appointment process by making, renewing, tracking and canceling appointments.

Surplus lines tax reporting is highly regulated and very varied. Let our experienced analysts take that burden away so you can focus on selling more business. We handle policy reporting along with monthly, quarterly, semi-annual and annual tax filings for surplus brokers.

Our in-house team helps track and manage all your licensing needs.

STATE FILINGS

Our in-house staff of state filings experts complete and submit thousands of filings in every U.S. jurisdiction, at every level of complexity. We pay your filing fees up front and ensure all transmittals are filled out and your submission is complete in order to propel your filing forward fast. License our proprietary StateFilings.com software to help you instantly track your filings from a single cloud-based dashboard.

PRODUCT DESIGN

Our team has expertise in most property & casualty and accident & health lines of business. We provide detailed competitive intelligence to help your organization get ahead while ensuring you are compliant. We review forms for compliance with state regulations, complete required checklists, draft amendatory endorsements, and help you keep your forms library up to date with the industry as well as your competition.

BUREAU MONITORING

We review, track and organize bureau circulars so you can find the information you need easily and efficiently. Our online system consolidates the circulars from the numerous bureaus in one central repository and identifies the filing action specific to your company and your programs. Integration with our state filings services makes it easier than ever to stay compliant with key industry changes.

Our team includes 35+ consulting actuaries and over 75 other insurance industry experts whose skills set ranges from database design to process improvement to product design to compliance. Our team’s lengthy experience, deep industry expertise and clear communication enable us to quickly and efficiently solve your toughest insurance challenge.