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Electronic Workpaper (E) Working Group

2024 Membership

2024 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 in the transition of electronic workpaper work to the TeamMate+ application.
  3. Monitor state insurance regulator use of TeamMate+ to proactively identify best practices and improvements to the application, as necessary.

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.