Contact Us: 919.569.6762

Claims Accounting &
Reporting Workshop


Standard Rate $1300
Early Bird Rate* $1170
Regulator Rate $650

*Early bird valid until July 12

What You Will Learn

  • How to prepare various Annual Statement Claim Schedules, Exhibits, Notes to Financial Statement, General Interrogatories and RBC.

  • Instructions on how to prepare and file Underwriting & Investment Exhibits Parts 2, 2A, 2B, 2C, 2D.

  • How to prepare the U&I Exhibit Part 3 related to claims and claim adjustment expenses.

  • How to prepare other Pages including U&I Exhibit Part 3, Exhibits 3, 3A and 7.

  • How claims data affects the Health Risk-Based Capital formula.

  • Workshop utilizes case studies, examples, and exercises to enhance participants' skills.

  • Participants are encouraged to bring copies of their prior year's annual statement and RBC report for discussion and clarifications of any reporting problems.

What's New for 2016

  • Revised accounting and reporting guidance for U&I Part 2B — Analysis of Claim Unpaid.

  • Impact of ACA Risk Sharing Arrangements on U&I Claim and Expense Exhibits.

  • Updated accounting and reporting guidance for ACA Risk Corridors Program pursuant to SSAP No. 107.

  • Updated accounting and reporting guidance regarding "contracts subject to redetermination" pursuant to SSAP No. 54.

  • Update on changes to 2016 Supplemental Health Care Exhibit.

  • Update on statutory accounting and reporting other changes to U&I Claim and Expense Exhibits.

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