The purpose of this meeting is to discuss the policy and fraud types collected on fraud referrals and to determine the types that should be eliminated, combined, or added to the NAIC Online Fraud Reporting System (OFRS) and other fraud systems. In addition, the Working Group will hear a presentation from the National Insurance Crime Bureau (NICB) regarding fraud types and insurance type mapping. 

Receive Comments from NAIC Consumer Liaison Representatives.

The purpose of the call will be to consider certain proposed changes to RBC for year-end 2026. 

The Working Group has scheduled monthly conference calls throughout the year. Meeting information has been posted on the Working Group webpage and the NAIC Public Calendar.

The agenda and materials have been posted.

The purpose of this meeting is to 1) consider adoption of the Working Group and Subgroup’s May 12 and June 17 minutes; 2) consider adoption of the P/C 2026 Newsletter; 3) discuss P/C 2025 RBC statistics; 4) hear updates on the severe convective storm impact analysis; and 5) discuss climate impact disclosures.

To be determined.

Open call with agenda to follow

Consider adoption of Life Actuarial (A) Task Force 2027 Valuation Manual Amendments and approval of Model Law Development Request to revise Annuity Disclosure Model Regulation (#245).

Open call with agenda to follow.

The purpose of this meeting is to hear an industry presentation on long-term care insurance hybrid products pricing.

Adjuster Licensing (D) Working Group monthly Webex conference call.

The purpose of the meeting is to 1) adoption of its May 7 minutes, 2) discuss the 2025 Health Risk-Based Capital Statistics, 3) adopt the 2026 Health Risk-Based Capital Newsletter, 4) receive comments on the request for additional data analysis ideas, and 5) discuss factor time horizon in the H-2 Underwriting Risk Report. 

Discuss observations and issues regarding the P/C Statement of Actuarial Opinion Instructions and Regulatory Guidance documents.

The purpose of the call will be to conduct the annual review of the Model Audit Rule premium threshold and to discuss the AICPA definition of and ethics expectations for the audits of Public Interest Entities. 

The purpose of the call is to 1) adoption of the Spring NM minutes, April 23, April 30, and June 11 minutes, 2) adoption of the 2025 RBC Statistics, and 3) adoption of LRBC 2026 Newsletter. 

Discuss the exposed Regulatory Framework for Third-Party Data and Model Vendors, Property and Casualty Pricing and Underwriting Data and Models. 

(This framework is exposed with a 28-day public comment period ending August 5, 2026. Written comments should be submitted to Kris DeFrain (kdefrain@naic.org).)

To be determined.

The Reinsurance (E) Task Force has scheduled a virtual meeting in lieu of meeting at the 2026 Summer National Meeting. The purpose of this meeting is to consider the adoption of its meeting minutes, receive its working group reports, and discuss any other matters. The agenda and materials will be distributed when available.

The Working Group has scheduled monthly conference calls throughout the year to take place on Tuesdays at 1:00pm CST.

The agenda and any materials will be posted on the Working Group webpage prior to the meeting. 

The purpose of the call is to review and consider adoption of the 7-8-26 Draft of the ERISA Preemption and State PBM Laws Guidance Document. 

The purpose of this meeting is to consider revisions to the NAIC Insurance Holding Company System Regulatory Act (Model #440) and/or the Insurance Holding Company System Model Regulation with Reporting Forms and Instructions (#450) for exposure. 

Purpose: Actuarial panel discussion on AI governance trends, and receive an update on the AI Systems Evaluation Tool Pilot

Consumer guides on mental health parity and the No Surprises Act.

The purpose of the call will be to consider adoption of proposed changes to the ORSA Guidance Manual. 

• Overview of the MCAS process and annual schedule
• Key activities and deadlines throughout the MCAS year
• Working group responsibilities and expectations
• Data collection, review, and submission milestones
• Questions and discussion

To be determined.

Call to discuss the IAIS public consultation on its draft issues paper on customers receiving value from insurance products.

The purpose of the meeting is to discuss the scope of accreditation and consider possible actions. 

Open call with agenda to follow

PURPOSE: To facilitate training and the sharing of expertise through predictive analytics webinars (aka "Book Club").       

TOPIC:  LLM Applications in Claims Analysis 

Link to Topic Paper: New CAS Research Explores LLM Applications in Claims Analysis | Casualty Actuarial Society

PRESENTER:  Rob Lieberthal, PhD, is the Founder and Senior Principal of Lieberthal & Associates LLC, where his work spans health economics, actuarial science, and applied machine learning. He previously developed a machine learning method for fraud detection in healthcare claims that matched physician-expert accuracy and currently serves as Senior Advisor on Behavioral Economics to the CMS Center for Medicare and Medicaid Innovation (CMMI). He is the co-lead author of "Leveraging LLMs for Unstructured Claims Data Analysis,” along with Dr. Richard Tran of MDSight. This was a Casualty Actuarial Society-funded study demonstrating how large language models can extract structured actuarial variables from medical records and claims documents to improve reserving accuracy. He is also the author of "What Is Health Insurance (Good) For?” a book published by Springer that examines the structure, funding, and future of the U.S. health insurance system.

Discuss updates to the Statistical Handbook of Data Available to Regulators

Discuss observations and issues regarding the P/C Statement of Actuarial Opinion Instructions and Regulatory Guidance documents.

The purpose of this meeting is to discuss comments received on updates to the Statistical Handbook. Materials will be available prior to the meeting on the Group Name’s website.

To be determined.

The purpose of the meeting will be to consider proposed revisions to the Financial Analysis Handbook.