2023 Membership

The Advisory Organization (D) Working Group's purpose and current charges are focused on the examination of licensed national Advisory Organizations.

2022 Adopted Charges:

The Advisory Organization (D) Working Group will:

1. Revise the protocols, as necessary, for the examination of national or multistate advisory organizations (includes rating organizations and statistical agents) to be more comprehensive, efficient and possibly less frequent than the current system of single-state exams. Solicit input and collaboration from other interested and affected committees and task forces.
2. Monitor the data reporting and data-collection processes of advisory organizations (including rating organizations and statistical agents) to determine if they are implementing appropriate measures to ensure data quality. Report the results of this ongoing charge as needed.
3. Actively assist with and coordinate multistate examinations of advisory organizations (including rating organizations and statistical agents).