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Publications

Resources for Insurance Industry Insights

We offer a vast collection of free publications including various manuals, statistical reporting from insurance industries, data industry combines files, forecasting tools and instructions that guide our various clients.

Annual Statement Instructions

ASIH-2025, ASIL-2025, ASIP-2025, ASIT-2025

Includes a summary of changes to the instructions for the annual statement. Allows for proper preparation of annual statements, including all supplemental information that must also be filed to remain in compliance with NAIC and state mandates. Instructions provide guidance for completing the various pages of the statements when the line descriptions are not self-explanatory.

  • ASIH-2025

    2025 Annual Statement Instructions - Health

    Free Download
  • ASIL-2025

    2025 Annual Statement Instructions - Life

    Free Download
  • ASIP-2025

    2025 Annual Statement Instructions - Property/Casualty

    Free Download
  • ASIT-2025

    2025 Annual Statement Instructions - Title

    Free Download

Quarterly Statement Instructions

QSIL-2026, QSIH-2026, QSIT-2026, QSIP-2026

Includes a summary of changes to the instructions for the annual statement. Allows for proper preparation of annual statements, including all supplemental information that must also be filed to remain in compliance with NAIC and state mandates. Instructions provide guidance for completing the various pages of the statements when the line descriptions are not self-explanatory.

  • QSIL-2026

    2026 Quarterly Statement Instructions Life/Fraternal

    Free Download
  • QSIH-2026

    2026 Quarterly Statement Instructions Health

    Free Download
  • QSIT-2026

    2026 Quarterly Statement Instructions Title

    Free Download
  • QSIP-2026

    2026 Quarterly Statement Instructions Property/Casualty

    Free Download

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