Weekly Tip: 2014 Who to Contact

 

Weekly Tips

2014 Who to Contact

7/15/2014

Do you often wonder who you should contact at the Insurance Compact as you prepare your product filing submission?

The Insurance Compact has developed a "Lead Reviewer" approach to the review and approval of all product filing submissions. We have had this procedure in place for the last year and have heard from filing companies that this approach is very-user friendly. Each of the Lead Reviewers are available to assist with any questions that you may have at any point during the submission review - preparations, review through the approval as well as after the approval.

For all Life filings David Morris is the Lead Reviewer. David first joined the Insurance Compact when he was still with the Nebraska Department of Insurance. The Insurance Compact borrowed David to assist with the review of the initial products that were first submitted to the Compact in June 2007. To learn more about David, please review his bio on the Contact Us page of the IIPRC's website.

David Morris, FLMI

Product Review Consultant

(402) 261-8096

DMorris@insurancecompact.org

For all Long-Term Care and Disability Income product filings Maureen Perry is the Lead Reviewer. Maureen joined the Insurance Compact as a Product Review consultant in July 2010 from the New Hampshire Department of Insurance. To learn more about Maureen, please review her bio on the Contact Us page of the IIPRC's website.

Maureen Hart Perry, CPM, HIA

Product Review Consultant

603-856-7385

mperry@insurancecompact.org

For all Annuity filings Karen Givens is the Lead Reviewer. Karen was our last Product Review consultant to join the Team in March 2011. Karen is very familiar with both aspects of the product filing submission process - the submission and the review - as she joined the Insurance Compact from Pacific Life. To learn more about Karen, please review her bio on the Contact Us page of the IIPRC's website.

Karen Givens

Product Review Consultant

(402) 884-9695

KGivens@insurancecompact.org

Each of the product lines has an actuarial aspect and Jeanne Daharsh is the Insurance Compact's Actuarial Consultant. Jeanne joined the Insurance Compact from the Nebraska Insurance Department in July 2011. Jeanne is familiar with both aspects of the product filing submission as she has experience working with both life and health insurance companies as well as regulatory experience. To learn more about Jeanne, please review her bio on the Contact Us page of the IIPRC's website.

Jeanne M. Daharsh, FSA, MAAA

Consulting Actuary
402-933-5833

jdaharsh@insurancecompact.org

What if you have questions regarding best practices? You will want to contact Charlie Rapacciuolo. Charlie is our Product Development Consultant who joined the Insurance Compact in 2008 after 30+ years with the New York Department of Insurance. To learn more about Charlie, please review his bio on the Contact Us page of the IIPRC's website.

Charles Rapacciuolo

Product Review Coordinator and Development and Marketing Consultant

631-569-2624

CRapacciuolo@insurnancecompact.org

For questions about getting started in the Compact or about the payment of all filing fees (including the state fees required), Sara Dubsky is the person to contact. Sara has committed to memory all state filing fees as well as the IIPRC filing fees after five years of overseeing the intake of all product filing submissions. To learn more about Sara, please review her bio on the Contact Us page of the IIPRC's website.

Sara Dubsky

Operations Manager

202-471-3962

SDubsky@insurancecompact.org

For general comments and overall questions about the Compact, Karen Schutter, the Executive Director for the Insurance Compact, is also readily available. Karen joined the Insurance Compact in 2009, but was very instrumental in the successful start-up while working with the NAIC. To learn more about Karen, please review her bio on the Contact Us page of the IIPRC's website.

Karen Schutter

Executive Director

202-471-3962

KSchutter@insurancecompact.org

Every now and then you may have some technical questions related to SERFF, for those questions, please contact the SERFF Help Desk. The SERFF Help Desk will be able to assist company filers with all "how do I do this in SERFF?". To reach the SERFF Help Desk, please email SERFFHELP@naic.org or call (816)783-8990.

The Insurance Compact was designed to be a speed-to-market initiative and one of the ways to increase the speed at which your product gets to market is to ask questions of us both before and after you prepare a Compact filing. We are more than happy to assist at all steps of the review process. We look forward to working with you!