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    Insurance Compliance Corner

    The Compliance Corner site is dedicated to helping insurance professionals stay informed of and to learn more about regulatory issues and events. We want to hear from you. Compliance Corner visitors are encouraged to ask questions, comment on posts and suggest future topics of interest using the “Email Kathy” link.

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    White Papers

    Business specialists from Wolters Kluwer Financial Services regularly produce comprehensive White Papers addressing pertinent business issues and how best to solve them.

    A Winning Document Management Strategy: Be the Biggest Loser  


    Battling paper-weight gain can seem to be a hopeless cause for insurers, even more so than for peers in other industries. Insurers may not be burdened by slow metabolisms, but they are faced with “operational fitness” obstacles that require unique tools, strategies, and planning. Major document management and delivery challenges include strict state and federal legal requirements for:

    • long-term retention of all policy, claim, corporate and financial records;
    • reporting of claim and market data to state departments of insurance;
    • advertising, notice and disclosures to policyholders and claimants; and
    • secure protection of confidential personal data and health information.

    Download your copy here.


    Secure Document Exchange - Best Practice Guide 

     WP-SecureDocumentExchangeBestPracticeGuide-ThumbnailAs technology has progressed, so too has insurers’ ability to distribute and accept electronically signed documents. In fact, the term eSignature can describe a great many things. This guide describes a sample process in which a person signs a document by clicking a button (the button often says “I agree.”) on a computer screen.

    Download your copy here.


    Time to Deliver – minimizing risks in internet-based document delivery 

    WP-TimeToDeliverMinimizingRisksInInternetBasedDocumentDelivery-ThumbnailAs more financial institutions move their business online, the risks associated with inadequate data security can result in security breaches, negative publicity and irreparable harm to your customers. To help avoid these pitfalls, this paper examines the essential requirements and best practices for implementing a properly architected Internet document delivery service.

    Download your copy here.


    Order Forms

    Wolters Kluwer Financial Services’ Online Ordering System makes ordering insurance property & casualty paper documents easy, fast, and convenient.

    Order Forms  

    Forms Reference Guides

    An easy-to-use listing of forms so you can find the forms you need quickly

    Forms Reference Guides

    State Regulator Links

    A quick list of links to all US state insurance regulators in an easy-to-use map. 

    View State Regulator Links