Insurance Summit
Agenda
This year's agenda is built to help you explore, educate, and elevate across the topics that matter most. Explore new frontiers in antifraud, data and technology, financial trends, producer licensing, and beyond.
Pre-Summit Virtual Sessions (Sept. 23-24): These sessions will occur the week prior to the hybrid Insurance Summit and provide attendees with expanded learning opportunities and additional ways to engage.
Keynote and Breakout Sessions (Sept. 29–Oct. 1): The Summit features a two-and-a-half-day agenda comprised of keynote speakers and educational breakout sessions, which incorporate cross-functional learning and specialized training.
The sessions will progressively advance through overarching concepts and conclude with more in-depth, actionable takeaways for everyday work. For an optimal event experience, attendees are encouraged to participate in the full offering of sessions from Tuesday through Thursday.
Post-Summit Workshops (Oct. 1–2): Attendees will have the opportunity to pre-register for post-Summit Workshops offered Thursday afternoon and Friday morning to take their learning even further in subject areas of their choice. These workshops are primarily available to in-person attendees. Space is limited, and pre-registration is required.
12:00 PM - 1:00 PM CT
Attendees of this virtual training session will learn how to conduct and defend depositions through strong questioning techniques, thorough preparation, witness management, and strategic use of exhibits. This session is a prerequisite for attorneys participating in the Annuity Suitability and Best Interest: Deposition Training Workshop on Sept. 28, 2026. (CLE pending approval)
12:00 PM - 1:00 PM CT
Experience the data tools available to analyze HMDC data. This training session will give you the insights needed to understand and explore what the data has to offer.
12:00 PM - 1:00 PM CT
On May 13 and 14, 2026, the NAIC and RAA hosted a two-day in-person training in Kansas City on the basics of property/casualty reinsurance. This session provides highlights from the training for regulators who were unable to attend.
1:00 PM - 2:00 PM CT
For more than 15 years, OPTins has powered filing collection for 28 states—and its modernization is already underway. This session traces that evolution, showcasing live features and what’s ahead. See real-time entity validation with Snowflake, Okta SSO, and instant payment visibility delivering a unified revenue view. We’ll also preview upcoming capabilities, including ledger transactions, state-specific fields, paper entry, and reporting—bringing OPTins into its next 15 years.
1:00 PM - 2:00 PM CT
Part II of this virtual training session will allow attendees to discuss the case file materials for the Annuity Suitability and Best Interest: Deposition Training Workshop on Sept. 28, 2026, helping them prepare and deepen their understanding of the workshop’s goals and key objectives. Attendees will explore the key issues for each witness, case theory, and other key elements. This session is for attorneys who have registered for the in-person training session, and is a prerequisite for attorneys participating in the Annuity Suitability and Best Interest: Deposition Training Workshop on Sept. 28, 2026. (CLE pending approval)
2:00 PM - 3:00 PM CT
Join the NAIC Research Library team for an interactive session where we’ll delve into the vast resources available to regulators via the library’s website, collections, and archives.
2:00 PM - 3:00 PM CT
This panel will explore how insurers are working to comply with the annuity best interest and suitability requirements under the NAIC Suitability in Annuity Transactions Model Regulation (#275).
12:00 PM - 1:00 PM CT
Learn how State Based Systems (SBS) supports states in managing PBM licensing and complaint tracking. Attendees will learn how states are leveraging SBS to store PBM licensing data, using either company or business-entity records to meet regulatory needs.
We’ll also highlight upcoming enhancements to SBS company complaint functionality to support PBM oversight, including updates to the complaint form and company complaint portal to enable intake and processing of PBM-related complaints.
12:00 PM - 1:00 PM CT
Join us for a financial regulator-focused session on how to review a catastrophe reinsurance program through a financial examination lens. Topics will include the basics of reinsurance, how to read a tower chart, notable features to evaluate, and whether the program aligns with the insurer’s actual catastrophe risk as measured through RCAT and surplus.
1:00 PM - 2:00 PM CT
This session will help TeamMate+ software users understand new features, tips, and emerging sound practices for use in regulatory analysis and examination processes.
1:00 PM - 2:00 PM CT
A practical introduction to how catastrophe models work for those with little to no experience with CAT models. This session will cover the key components of a CAT model—illustrated with examples and how the input data is processed. We will also discuss common model outputs (AAL, PML, etc.) that are used in ratemaking, reinsurance, and capital decisions, and what these outputs truly represent.
2:00 PM - 3:00 PM CT
This session demonstrates the end-to-end process for reviewing an application—from assigning tasks through approval and certification.
2:00 PM - 3:00 PM CT
This session will share highlights from the GLM Regulator Training course, with input from regulators that have already taken the course.
7:50 AM - 5:15 PM CT
Fifty states have adopted annuity “best interest” statutes and rules based on the NAIC Suitability in Annuity Transactions Model Regulation (#275). In this one-day deposition training workshop, attorneys will enhance their understanding of annuities and the best interest standard, while those responsible for enforcing insurance laws will learn how to better compile a case file for an enforcement action. The workshop includes two components: 1) a pre-session virtual deposition basics session and 2) an in-person, practical, hands-on session in which attorneys apply what they learned through a simulated deposition of a mock producer respondent. Before the training, participants will receive supplementary reading materials and other materials related to the training. Intended Audience: Insurance department attorneys. This training session aims to enable DOI attorneys to develop expertise in building a case file and conducting a deposition in cases involving compliance/enforcement issues related to the annuity best interest/suitability requirements under Model #275. (CLE pending approval)
8:30 AM - 9:30 AM CT
In an age of polarization and disconnection, every leader needs to know how to build and maintain meaningful relationships with clients and teams alike in our changing world of work. Drawing from Riaz’s years of broadcast experience interviewing established leaders in business, entertainment, and innovation, you will gain the following insights:
• Spark real, authentic conversations to make meaningful connections, personally and professionally.
• Earn trust and build inclusive cultures, as you listen without distraction and make your small talk bigger.
• De-escalate conflict and collaborate effectively by leading with assertive empathy.
• Craft and tell compelling stories that will motivate your audience to take action.
• Explore the questions that create breakthrough moments in any conversation
9:50 AM - 10:45 AM CT
S&P Global Ratings will share its perspective on the current economic environment and offer an outlook on the future of the insurance industry. The discussion will take a closer look at key trends shaping the life, health, and property/casualty insurance sectors.
9:50 AM - 10:45 AM CT
Learn how CAT models can be validated and evaluated for reasonableness, fitness for purpose, and consistency with their intended use. Session topics include an overview of the FCHLPM and California PRID processes, as well as highlighting ongoing work to design a national model evaluation framework in the CAT Center of Excellence.
9:50 AM - 10:45 AM CT
As innovation continues to reshape the insurance industry, regulators are working to understand emerging trends, evaluate new risks, and support responsible growth. This panel will discuss key developments across the industry and examine how regulators are responding to changes in technology, products, business models, and consumer expectations.
11:05 AM - 12:00 PM CT
As health care costs continue to pressure consumers, employers, and the broader insurance market, regulators are looking for practical ways to improve affordability without compromising access or quality. Attendees will explore practical strategies, such as price transparency and other tools that can be used to better understand the cost of services, reduce health care costs for consumers and employers, and maintain access and quality.
11:05 AM - 12:00 PM CT
Affordability and availability challenges in the homeowners insurance market continue to dominate national headlines. This session will examine how regulators can support policy solutions through data and coordinated strategy, with a focus on the Affordability and Availability Playbook and insights from the Homeowners Market Data Call. Attendees will gain an understanding of how these tools can inform decision-making and help restore balance in the homeowners insurance landscape.
11:05 AM - 12:00 PM CT
In this informative session, panelists will examine distribution models for life insurance and annuities, while exploring the use of traditional distribution channels, AI, and independent marketing organizations (IMOs).
1:30 PM - 2:25 PM CT
While technology continues to evolve, the things people need most from leaders remain remarkably consistent: trust, purpose, empathy, belonging, and connection. Technology can make us more efficient, but leaders make organizations more human. This keynote will touch on themes of leading people through change while keeping humanity at the center of your decisions, a strategy that can be used to build strong organizational cultures. Focusing on strong leadership, human connection, and the insurance industry's mission to protect people can help balance the uncertainty many organizations are experiencing as technology and AI continue to evolve.
2:55 PM - 3:50 PM CT
Dive into this interactive session designed for insurance supervisors and investigators eager to sharpen their fraud detection skills. Discover how leveraging financial records can unlock hidden clues and propel your investigations forward. Experience firsthand the power of a standardized financial investigative checklist and walk away with practical tools and strategies to streamline your process and boost your results. Do not miss this opportunity to gain insider techniques and elevate your approach to tackling insurance fraud.
2:55 PM - 3:50 PM CT
Join this session for an overview of the latest technological trends that are being implemented in the insurance industry. The discussion will focus on AI usage, highlighting the benefits, concerns, and regulatory challenges.
2:55 PM - 3:50 PM CT
This session provides a forward-looking overview of the NIPR Future Roadmap, highlighting how NIPR is aligning product strategy, technology modernization, and regulatory priorities to support nationwide licensing and compliance. Attendees will gain insight into NIPR’s approach to balancing enhancements with longer?term initiatives designed to improve usability, support uniformity, and strengthen data quality across all jurisdictions.
2:55 PM - 3:50 PM CT
Authentic voices and user-generated content stand out as audiences navigate AI-driven social media feeds. UGC offers insurance regulators a powerful way to build trust, humanize complex topics, and connect with people through real experiences and perspectives. Whether highlighting consumer stories, sharing educational content, or amplifying community voices, UGC makes insurance information more relatable and engaging. In this advanced-level session, explore emerging UGC trends, learn how to balance authenticity with legal and reputational considerations, and discover practical ways to responsibly incorporate community content.
Communications and Marketing
4:05 PM - 5:00 PM CT
Join this session for a high-level overview of market regulation modernization efforts, strategic priorities, and system/process improvements, and how these initiatives support future regulatory operations.
4:05 PM - 5:00 PM CT
Join this session to discover how to unleash the power of updated NAIC financial analysis tools, guidance, and sound practices to assess and monitor the solvency of insurers.
4:05 PM - 5:00 PM CT
This session will explore how insurers and regulators use real-time catastrophe information before, during, and after an event. It will feature Aon Impact Forecasting’s automated event-response service, lessons from Tropical Storm Bertha, and plans for a regulator-focused catastrophe event dashboard.
4:05 PM - 5:00 PM CT
Join us for an update on collateralized loan obligations (CLOs), with a focus on asset risk structure and related regulatory considerations. The discussion will highlight recent research, key discussions, and risk-based capital (RBC) revisions involving CLOs.
8:30 AM - 9:30 AM CT
Join the NAIC’s 2026 officers for an engaging and insightful discussion on the issues shaping today’s insurance regulatory environment. This highly anticipated session offers a unique opportunity to hear directly from the NAIC's leaders as they share their perspectives on emerging trends, evolving priorities, and the opportunities and challenges facing regulators and the insurance sector. Don’t miss this opportunity to connect with key decision-makers, expand your understanding of the regulatory landscape, and explore the future of insurance oversight.
9:50 AM - 10:45 AM CT
The producer licensing compliance and enforcement landscape continues to evolve amid regulatory change and advancing technology. This session brings together regulatory professionals to explore current trends, emerging challenges, and leading practices in producer licensing oversight. Participants will engage in a collaborative discussion on compliance strategies, enforcement considerations, and the growing role of technology in strengthening regulatory effectiveness.
9:50 AM - 10:45 AM CT
In this session, attendees will learn how to review and analyze annuity-related data, including market trends, reporting insights, and key takeaways to support regulatory review and decision-making. The discussion will also include an overview of how to conduct a market analysis of an insurance company’s annuity book of business, including an overview of the data available to analysts and how to interpret it, as well as spot potential compliance issues.
9:50 AM - 10:45 AM CT
This session examines how cyber risk differs from more traditional insurance perils and how those characteristics complicate underwriting, regulation, and risk management. It explores the industry’s shift from self-reported questionnaires toward technical validation and continuous assessment, and will speak to how artificial intelligence is changing both the threat landscape and the tools available to measure and manage cyber exposure. The session concludes by considering how regulators can support consumer protection while promoting a stable and solvent insurance market as cyber risks and underwriting practices continue to evolve. No previous cyber risk knowledge is necessary and those new to cyber risk are encouraged to attend.
9:50 AM - 10:45 AM CT
Join us as we introduce the NAIC Predictive Model Support Checklists and discuss a simulated sample rate filing that meets most of the GLM checklist standards. Members of the NAIC model review team will share their experience using generative AI tools (including ChatGPT, Gemini, and DeepSeek) to review the sample rate filing and the NAIC GLM predictive model support checklist. We will highlight where generative AI delivers and what still requires a human with actuarial expertise.
9:50 AM - 10:45 AM CT
Join this informative session to hear about recent changes to the NAIC Accreditation Program. Attendees will leave with helpful tips, reminders, and best practices to promote compliance.
11:05 AM - 12:00 PM CT
Insurance is a global industry, with a variety of international organizations playing roles in standard setting, data collection and analysis, and supervisory coordination and cooperation. U.S. state insurance regulators play an active leadership role in these workstreams. Attendees will learn about these organizations, their activities, and how international developments can inform domestic regulatory work.
11:05 AM - 12:00 PM CT
Join this session to discover how technology is transforming insurance fraud detection and prevention. Learn how tools, such as artificial intelligence and analytics, help insurers identify and stop fraud with real-world case studies and expert insights. The session also covers collaborative efforts and practical strategies for using modern tech to protect against emerging threats.
11:05 AM - 12:00 PM CT
Producer licensing presents ongoing challenges and opportunities for the insurance industry amid evolving federal guidance and inconsistent state requirements. This panel brings together industry experts to discuss federal updates, common pain points, and practical compliance solutions. Panelists will address the impact of non?uniform practices on efficiency and risk, and share strategies for navigating these challenges through interactive discussion and real?world insights.
11:05 AM - 12:00 PM CT
This session will break down private credit, a topic that has dominated financial headlines over the past year, with a focus on aspects of these investments that may carry more risk. We’ll discuss why private credit has become such a hot topic and why markets broadly, and insurers specifically, have increased their use of these investments. We’ll also review private credit characteristics, asset classes, and the AM Best framework for assessing balance sheet risk.
1:30 PM - 2:25 PM CT
Immerse yourself in the world of insurance fraud through this engaging session, where you will uncover the latest tactics employed by fraudsters and discover innovative strategies to fight back. Explore tools and market conduct reviews that empower investigators and hear real-life stories of insurance fraud to bring these challenges to life. Whether you are looking to stay ahead of emerging schemes or sharpen your defenses, this session delivers practical insights and dynamic solutions for tackling fraud head-on.
1:30 PM - 2:25 PM CT
Join us for a comprehensive overview of the 1033 review process, including its purpose, key steps, and roles involved. Attendees will gain a clear understanding of how reviews are initiated, evaluated, and completed.
1:30 PM - 2:25 PM CT
Join us for an exploration of artificial intelligence and cybersecurity within the regulatory space. Specific topics will include emerging technologies, risks, security considerations, and opportunities for innovation.
1:30 PM - 2:25 PM CT
Every day, the Utah Transit Authority (UTA) moves thousands of people — but behind every route, rail line, and ride is a story worth telling. This session explores how UTA transforms the ordinary moments of public transit into extraordinary narratives through digital storytelling and social media “edu-tainment.”
Discover what digital stories are, why they matter, and how they help build trust, transparency, and engagement with the public. Learn how UTA’s creative approach — mixing humor, heart, and helpful information — turns safety messages and service updates into shareable, memorable content.
We’ll take you behind the scenes of UTA’s storytelling process: how topics are selected, messages crafted, and content produced within real-world constraints. You’ll see how “fun videos with a message” lead to a more informed and connected public, and how social media can become a powerful tool for education, crisis communication, and community building.
Finally, find out why every organization needs a digital storyteller—and why your social media team needs you. Because what’s ordinary to us is often extraordinary to everyone else.
1:30 PM - 2:25 PM CT
Join this session to learn more about regulator insights from the first round of AG 55 report reviews. The discussion will also highlight research from the Center for Insurance Policy and Research (CIPR) on offshore reinsurance, including the connection between ownership structure and private credit asset allocations.
2:55 PM - 3:50 PM CT
Step into this session for an insider’s tour of the journey insurance fraud referrals take from their origin to their ultimate impact. Discover the sources and pathways these referrals follow and unravel how they become powerful tools in the fight against fraud. Explore the behind-the-scenes collaboration between the NAIC and the National Insurance Crime Bureau, as they work together to arm states with vital, actionable data. Get ready for an engaging exploration of the referral process, packed with eye-opening insights and real-world strategies to strengthen your defenses against insurance fraud.
2:55 PM - 3:50 PM CT
NIPR’s License Hub UI Modernization represents a major step forward in delivering a simpler, more consistent, and more accessible licensing experience for producers and regulators. In this session, attendees will see how NIPR has modernized the myNIPR License Hub interface to improve usability, reduce complexity, and support more intuitive end?to?end licensing workflows.
2:55 PM - 3:50 PM CT
During this practical and timely session, an MIT team member who maintains the MIT AI Incidents Tracking Database will highlight recent misuses of AI technologies, including incidents driven by algorithmic failures and malicious purposes. Attendees will explore what these incidents reveal in hindsight, including governance and mitigation efforts that could have helped prevent them.
2:55 PM - 3:50 PM CT
Attendees to this session will hear about the key features of VM-22 along with the latest revisions under consideration by regulators. Additionally, a survey of insurance companies will highlight what state insurance regulators can expect over the next three years in terms of adoption.
2:55 PM - 3:50 PM CT
A significant share of P/C rate filings rely on third?party support, including advisory loss costs, insurer adoption filings, and independent filings that incorporate external data or models. We will use examples drawn from rate filings to walk through common third?party involvement in rate development, highlight key review questions for third?party data and models, and discuss how to assess whether a model is being used as intended. The session will examine how different filing types shape timing, rate outcomes, and comparability across states. It will show how to identify these structures in SERFF data, trace clusters of related filings, and distinguish true insurer-specific pricing decisions from filings that largely reflect pre-filed changes. The session will also highlight the broader industry and economic implications: if these filing types are aggregated without adjustment, states can appear slower, more restrictive, or less efficient than they actually are, and analysts may misread both regulatory performance and the evolution of property insurance pricing.???
4:05 PM - 5:00 PM CT
Consumers navigate insurance decisions amid headlines, statistics, and digital tools that often misrepresent complex issues. Using consumer survey data, the session examines how people make insurance decisions, where they seek information, which sources they trust, and what they understand—or misunderstand—about the role of state insurance departments.
4:05 PM - 5:00 PM CT
This session will explore the controversy of classifying GLMs as artificial intelligence and the viewpoints from around the world.
4:05 PM - 5:00 PM CT
2026 has produced a robust project list of potential updates to the Financial Condition Examiners Handbook, a key resource for financial examiners. This session will provide insight into recent and ongoing projects that are slated to be part of the 2027 edition of the Handbook, keeping this resource up to date and relevant in a constantly changed regulatory environment.
4:05 PM - 5:00 PM CT
This session provides a foundational overview of insurance producer licensing, designed for attendees new to licensing or looking for a refresher on core concepts. Participants will learn about the purpose and evolution of producer licensing, the role of states, the NAIC, and NIPR, and how licensing supports regulatory oversight and consumer protection.
4:05 PM - 5:00 PM CT
Attendees will discover the “how to” for initiating and conducting an examination of annuity products, including procedures for coordinating with the Market Actions (D) Working Group and NAIC reporting, as well as information requests, criticisms, and reports. You’ll also hear an overview of current annuity examination practices, common trends and findings, regulatory considerations, and lessons learned from recent exam activity.
8:30 AM - 9:25 AM CT
This practical workshop will show regulators how generative AI can help turn large collections of PDF and Word climate risk filings into structured, usable insight. Using 10 years of climate risk disclosures, participants will see a repeatable pipeline for reviewing documents, extracting key information, and organizing results in Excel on their own laptops. The session will also cover validation, limitations, and the need for human oversight.
8:30 AM - 9:25 AM CT
Join this engaging panel discussion as experts from state, federal, industry, and consumer perspectives address the persistent challenges surrounding the improper marketing of health insurance. The session will explore ongoing fraudulent tactics, highlight key issues faced by all stakeholders, and provide a collaborative forum for sharing strategies and solutions to protect consumers and strengthen regulation.
8:30 AM - 9:25 AM CT
Join this session for a comprehensive update on current NAIC initiatives and emerging reinsurance issues. We will highlight recent developments within the Reinsurance (E) Task Force, the Mutual Recognition of Jurisdictions (E) Working Group, and other NAIC committees and working groups engaged in reinsurance-related regulatory activity.
8:30 AM - 12:00 PM CT
Building on earlier sessions from the week, this regulator only session will bring together licensing directors and staff involved in producer licensing operations to explore high level issues, including 1033 challenges, licensing uniformity, the NAIC State Licensing Handbook, and state licensing uniform standards. Participants will also discuss common obstacles and share strategies to navigate and overcome everyday regulatory challenges in producer licensing to advance greater uniformity across states. Intended Audience: Producer licensing directors and staff involved in producer licensing operations.
9:50 AM - 10:45 AM CT
This session will focus on key issues impacting the statutory financial statements and solvency assessments. Topics anticipated include updates and decisions on the interest maintenance reserve (IMR), the IMR impact to reinsurance collateral, discussions involving equity reporting for SSAP No. 48 investments, and revisions to improve reporting of commitments and contingencies, as well as other hot topics based on current market and industry reporting trends.
9:50 AM - 10:45 AM CT
State departments of insurance are a vital consumer resource, yet many people are unaware they exist or misunderstand their role, including the common misconception that departments directly set insurance rates.
For PIOs, this creates a dual challenge: raising awareness while correcting misconceptions.
Using consumer research and real state examples, this session will equip participants to:
• Develop strategies to better communicate the role and value of state departments of insurance
• Translate complex insurance topics into clear, consumer-friendly messages that address misconceptions
• Use data, outcomes, and meaningful KPIs to demonstrate impact and tell a more compelling story about how insurance departments serve consumers
9:50 AM - 10:45 AM CT
This session explores the origins and evolution of Lloyd’s of London, from its beginnings in a seventeenth-century coffee house to its position as leading underwriter of specialty insurance. Participants will learn key milestones, historical events, and innovations that shaped Lloyd’s unique marketplace.
9:50 AM - 10:45 AM CT
Cybersecurity is more than a technical issue; it is central to risk governance, consumer protection, and financial stability for insurance regulators. This panel reframes cyber risk through real-world impacts, highlighting how control failures, third-party exposure, and human behavior drive incidents. Panelists will examine how data sensitivity, operational disruption, and interconnected systems shape today's most significant risk to policyholders and markets.
11:05 AM - 12:00 PM CT
This session covers the governance, regulatory framework, and oversight that support the Lloyd’s of London marketplace. Participants will gain an understanding of the roles played by Lloyd’s, regulators, managing agents, and syndicates in maximizing policyholder protection.
11:05 AM - 12:00 PM CT
Learn first-hand how Openroutes, a free map tool, can support network adequacy analysis. Using regulatory examples, the tool will show how to estimate travel times and distances, measure provider access, identify underserved areas, and test changes when providers enter or leave a network. It will also highlight broader regulatory uses, including service-area analysis, emergency access modeling, cross-border care patterns, referral pathway analysis, and comparisons across plans and regions.
11:05 AM - 12:00 PM CT
This discussion will examine private credit and other assets whose values are based on Level 3 unobservable inputs, focusing on how regulators can assess and monitor an insurer’s exposure to these assets.
11:05 AM - 12:00 PM CT
In this session, attendees will receive a complete overview of iSite reporting tools and dashboard capabilities, including how ThoughtSpot and Tableau can be used for data analysis, visualization, and operational insights.
1:00 PM - 5:00 PM CT
The NAIC Center for Insurance Policy and Research’s annual Insurance Regulatory Research Symposium facilitates dialogue and collaboration between state insurance regulators and academics. Each hour-long segment will feature two presentations from academics on an ongoing research project, with time devoted to discussion, feedback, and questions. The interactive format allows regulators to deepen their understanding of available research on regulatory issues while giving academics feedback on their work. This workshop is open to regulators, NAIC staff, and all academic presenters. Intended Audience: Regulators whose work spans multiple issues, departments, or lines of business, as presentations will cover a wide range of topics and focus areas, as well as regulators interested in engaging with academic research on insurance regulation and public policy.
1:00 PM - 4:00 PM CT
Join us for an interactive SBS workshop focused on licensing training, new features, and system enhancements designed to improve your day-to-day work. This session will highlight key updates in SBS, including new correspondence capabilities and efficiencies, along with how SBS integrates with NAIC partner systems like OPTins and NIPR to support a more connected regulatory experience. Whether you’re new to SBS or looking to expand your expertise, this workshop offers practical insights, hands-on learning, and real-world use cases to help you better leverage SBS and related NAIC tools in your role. Intended Audience: State Licensing Regulators who are new or experience with SBS.
1:30 PM - 4:00 PM CT
Bring your market analysis challenges and put them to work in this interactive, hands-on session led by NAIC Market Regulation staff. Attendees will be invited to submit real-world scenarios and collaborate live as trainers demonstrate how ThoughtSpot and Tableau can be used to uncover insights, prioritize risks, and support regulatory decision-making. Whether you’re refining your analytical approach or exploring new tools, this session offers a unique opportunity to turn practical challenges into actionable solutions. In addition, the SBS team will be available to answer questions related to market regulation data and provide guidance before data is submitted to the NAIC Market Regulation Database, helping attendees address data concerns and improve data quality prior to submission. Intended Audience: New and experienced market analysts who use NAIC i-Site+ tools in their work.
1:30 PM - 5:00 PM CT
Designed for financial regulators, rate approval regulators, and others who would benefit from a stronger working knowledge of CAT reinsurance programs, this session will help participants gain a deeper understanding of how insurers use these programs to limit their exposure to large loss events. Participants will review key elements of a CAT reinsurance program, including attachment points, limits, participation, and reinstatement, and walk through a case study of an actual company's program. Note: The CAT Reinsurance Program Review and Assessment is taking the place of Advanced Financial Regulator Training. Intended Audience: Financial regulators, rate approval regulators, and others interested in gaining a better understanding of CAT reinsurance programs.
1:30 PM - 4:00 PM CT
In this interactive workshop, you’ll get a hands-on look at the Compliance Language Assistant for Regulatory Analysis (CLARA), the NAIC’s AI-powered tool designed to help regulators review insurance filings more efficiently and consistently while keeping the reviewer firmly in control of the decision. Participants will walk through CLARA’s reviewer-driven approach: defining a rule, training the tool with compliant and non-compliant language examples, and testing submissions against individual rules or rule sets to receive pass/fail results with supporting rationale. You’ll also discuss where AI adds value (and where it doesn’t), what it takes to operationalize AI safely, and what regulators can learn from early pilots already underway. This collaborative workshop includes practical exercises and shared takeaways you can apply back home. Intended Audience: State insurance regulators involved in rate and form review, including analysts, supervisors, and subject matter experts responsible for evaluating compliance with filings submitted through SERFF.
1:30 PM - 5:00 PM CT
As insurance issues grow more complex, communications professionals need the tools and confidence to effectively represent both their department of insurance and the NAIC. Participants will explore how to leverage NAIC resources and partnerships, deliver consistent messaging across a range of scenarios, and navigate the nuances of speaking on behalf of a nonpartisan organization while aligning with their state's positions. The day combines practical instruction with hands-on team exercises, including a consumer education campaign tabletop challenge, media training with mock interviews, and collaborative news release and holding statement writing exercises. Participants leave with sharper communication skills, stronger NAIC partnerships, and the confidence to express ideas clearly and effectively. Intended Audience: Registration is for public information officers/DOI communications staff, those who carry out communications functions, and Deputies.
1:30 PM - 5:00 PM CT
TeamMate+ champions will receive hands-on training in administering and supporting their state's use of TM+ for regulatory exam and analysis documentation. Champions are encouraged to bring a laptop to work in a TM+ test environment in real time and learn best practices in database administration, project setup and maintenance, user role customization, and other key functions. The training will be jointly presented and supported by the software vendor, Wolters Kluwer, and NAIC staff. The session is regulator-only, though contract regulators serving as TM+ champions for a state are eligible to attend. Intended Audience: State TeamMate+ champions, who are a specialized user group charged with administering state use and oversight of TeamMate+ software. Each state has at least one designated champion, many of whom are financial analysts and examiners who support more than 2,000 state insurance regulators in using the software tool daily.
8:30 AM - 12:30 PM CT
In this interactive workshop, you’ll get a hands-on look at the Compliance Language Assistant for Regulatory Analysis (CLARA), the NAIC’s AI-powered tool designed to help regulators review insurance filings more efficiently and consistently while keeping the reviewer firmly in control of the decision. Participants will walk through CLARA’s reviewer-driven approach: defining a rule, training the tool with compliant and non-compliant language examples, and testing submissions against individual rules or rule sets to receive pass/fail results with supporting rationale. You’ll also discuss where AI adds value (and where it doesn’t), what it takes to operationalize AI safely, and what regulators can learn from early pilots already underway. This collaborative workshop includes practical exercises and shared takeaways you can apply back home. Intended Audience: State insurance regulators involved in rate and form review, including analysts, supervisors, and subject matter experts responsible for evaluating compliance with filings submitted through SERFF.
8:30 AM - 12:30 PM CT
TeamMate+ champions will receive hands-on training in administering and supporting their state's use of TM+ for regulatory exam and analysis documentation. Champions are encouraged to bring a laptop to work in a TM+ test environment in real time and learn best practices in database administration, project setup and maintenance, user role customization, and other key functions. The training will be jointly presented and supported by the software vendor, Wolters Kluwer, and NAIC staff. The session is regulator-only, though contract regulators serving as TM+ champions for a state are eligible to attend. Intended Audience: State TeamMate+ champions, who are a specialized user group charged with administering state use and oversight of TeamMate+ software. Each state has at least one designated champion, many of whom are financial analysts and examiners who support more than 2,000 state insurance regulators in using the software tool daily.
8:30 AM - 12:30 PM CT
The NAIC Center for Insurance Policy and Research’s annual Insurance Regulatory Research Symposium facilitates dialogue and collaboration between state insurance regulators and academics. Each hour-long segment will feature two presentations from academics on an ongoing research project, with time devoted to discussion, feedback, and questions. The interactive format allows regulators to deepen their understanding of available research on regulatory issues while giving academics feedback on their work. This workshop is open to regulators, NAIC staff, and all academic presenters. Intended Audience: Regulators whose work spans multiple issues, departments, or lines of business, as presentations will cover a wide range of topics and focus areas, as well as regulators interested in engaging with academic research on insurance regulation and public policy.
8:30 AM - 12:30 PM CT
Designed for financial regulators, rate approval regulators, and others who would benefit from a stronger working knowledge of CAT reinsurance programs, this session will help participants gain a deeper understanding of how insurers use these programs to limit their exposure to large loss events. Participants will review key elements of a CAT reinsurance program, including attachment points, limits, participation, and reinstatement, and walk through a case study of an actual company's program. Note: The CAT Reinsurance Program Review and Assessment is taking the place of Advanced Financial Regulator Training. Intended Audience: Financial regulators, rate approval regulators, and others interested in gaining a better understanding of CAT reinsurance programs.