Contact Us: 919.569.6762

About the Workshop

2017 Workshop Fee

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

*Early bird valid until July 11

Discount Packages

Bundle with
ACA Accounting and Reporting
& Supplemental Health Care Exhibit Preparation Workshop

and save $300.

Learn more...

Multiple Registration Discounts

5% discount for 2-3 attendees and/or seminars

10% discount for 4 or more attendees and/or seminars

Learn more...

Claims Accounting & Reporting Workshop

What You Will Learn

  • 2-day workshop provides understanding and working knowledge of statutory accounting and reporting principles for claims and claim adjustment expenses.

  • Statutory accounting and reporting guidance for A&H Claim Liabilities and Claim Reserves.

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

  • Instructions on how to prepare and file other claims related Schedules, Exhibits, Notes to Financial Statement, General Interrogatories and RBC.

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

  • How to prepare 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.

Seminar Content

  • Introduction to Statutory Accounting and Reporting for Health Insurance Claims including discussion of SSAPs 47, 50, 54, 55, 66, 70, 106, 107, etc.

  • Statutory Accounting and Reporting for A&H Claim Reserves and Claim Liabilities.

  • Statutory Accounting and Reporting for Claim Administrative Expenses.

  • Impact of Reinsurance on Statutory Claim Accounting and Reporting.

  • Modeling processes for Incurred But Not Reported (IBNR) Claims.

  • Reporting Unpaid Claim Liabilities and Reserves.

  • Analysis of Claim Liabilities and Reserves.

  • Overview of 2017 Supplemental Healthcare Exhibit.

  • Reporting for other miscellaneous Claim Schedules and Exhibits including front financials, Notes, General Interrogatories, A&H Policy Experience Exhibit, etc.

  • Analysis and RBC Impact of Claims and Claims Adjustment Expenses.

  • Illustrative case studies.

Who Should Attend?

  • Individuals responsible for the preparation and individuals providing supporting data for the preparation of the Underwriting and Investment Exhibits Parts 2, 2B, 2C, 2D and 3.

  • Individuals responsible for the review of the Underwriting and Investment Exhibits Accountants, Auditors, Actuaries, Financial Executives, Regulators and Others responsible for the preparation, review or auditing of the Underwriting and Investment Exhibits and other claim and claim adjustment expense exhibits.

Class Information

Class begins at 8:30 a.m. and ends at 4:00 p.m. on last day. Continental breakfast will be served each morning between 7:30 a.m. and 8:30 a.m. Morning and afternoon refreshments are provided. Lunch is the responsibility of the attendee. A welcome reception will be held after the first day's session.

  • Field of Study
    Specialized Knowledge and Applications

  • Level of Difficulty: Basic
    No prerequisite or advance preparation is required.

  • Format of Course
    Presentation with Training Guide ("Group-live")


Omni Royal Orleans Hotel
621 St. Louis Street
New Orleans, LA 70130
Tel: 504-529-5333

About the Hotel
The Omni Royal Orleans is centrally located in the heart of the French Quarter-a National Historic Landmark and the oldest neighborhood in New Orleans. The riverfront, as a dominant port, was frequented by pirate ships making their way under cover through the bayous and tributaries leading off the Mississippi River. From fine dining at Muriel's, Arnaud's or Antoine's to above-ground cemeteries on Rampart and even voodoo shops and live Jazz in the vintage Preservation Hall, the French Quarter will not run out of ways to entertain you.

Please note accommodations and travel are not included in the registration fee. For your convenience, we have secured a block of discounted rooms at a rate of $119 to $139 with your choice of room type. Rooms are reserved on a first come first served basis. To reserve your room at the discounted conference rate, contact reservations at 800.578.0500 and reference Millennium Consulting Seminars or name of seminar attending. Reservations must be made on or before August 16, 2017 to receive the discounted rate.

Terms & Conditions

  • Confirmation Procedures
    You will receive confirmation via email of your registration. Registration is not complete until your payment is received. Your confirmation will provide information regarding transportation, logistics and materials needed for the seminar(s) as well as an invoice for your tuition.

  • Cancellations/Refunds
    We understand that circumstances may arise that require you to cancel. You may send a replacement or apply your tuition to another MCS seminar within the following 12-months if you notify MCS fifteen (15) business days prior to the seminar date.

    As an alternative, you may request a refund, less a $200 administrative fee, up to ten (10) business days prior to the seminar date. If notification of cancellation is received less than ten (10) business days prior to the seminar date, you will be liable for the entire tuition amount. In fairness to all attendees, if you do not attend a seminar for which you are confirmed and do not contact MCS to cancel in advance, you will be liable for the entire tuition amount.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 919.569.6762.



Bruce Cromartie

Bruce is the co-founder, President and CEO of Millennium Consulting. With over two decades of insurance and regulatory experience, Bruce is known throughout the insurance industry for his insurance acumen, leadership, and expertise in insurance accounting and regulatory matters.




Colleen Gingrich
Vice President

Colleen is the co-founder and Executive Vice President of Millennium Consulting. Colleen's extensive knowledge, experience, and expertise encompass a variety of insurance areas including investments, claims, risk-based capital, and IT systems. She has over a decade of managerial...


What's New for 2017

  • Update on changes to the Health RBC Formula regarding Supplemental Benefits within Stand-Alone Medicare Part D Coverage line to reflect "Claims Incurred."

  • Update on changes to the Health RBC Formula regarding stop loss premiums.

  • 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.

  • Update on changes to 2017 Supplemental Health Care Exhibit.

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

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