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Electronic Workpaper (E) Working Group

2025 Membership (PDF)

2026 Charges

  1. 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. Monitor state insurance regulator use of TeamMate+ to proactively identify best practices and improvements to the application, as necessary.

There are no meeting materials at this time.

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Contacts

Media Inquiries
(816) 783-8909
news@naic.org


Bruce Jenson, CPA
Director – Solvency Monitoring & Accreditation
816-783-8348

Bailey Henning
Sr. Manager - Accreditation & Financial Examinations
816-783-8129

James Portuguez
Electronic Workpaper Program Manager
816-783-8534

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