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Electronic Workpaper (E) Working Group

2021 Membership

2021 Adopted Charges

The Electronic Workpaper (E) Working Group will:

  1. Monitor and support the state insurance departments in using electronic workpaper software tools to conduct and document solvency monitoring activities.
  2. Provide ongoing oversight to the NAIC’s Electronic Workpaper Hosting Project.
  3. Develop a framework to meet the long-term hosting and software needs of state insurance regulators in using electronic workpapers to conduct and document solvency monitoring activities. Ensure that solutions developed consider various state insurance regulator uses, as appropriate.

There are no call materials at this time.

Related NAIC Publications


Media Inquiries
(816) 783-8909

Bruce Jenson, CPA
Assistant Director – Solvency Monitoring

Bailey Henning
Financial Examination Manager
Phone: 816-783-8129

James Portuguez
Electronic Workpaper Program Manager

Please see the current Committee List for a complete list of committee members.