Julie Kramer's blog

Top 10 list to make your Annual Statement filing period a success!

Julie Kramer Julie Kramer, Financial & Compliance Product Director

  1. Make sure to keep up to date with the NAIC blank changes that could affect the way you report your data.
  2. Review the documentation provided with each release.  Details in the documentation may include things like: new software enhancements, updates to formulas and regulatory changes. Be sure to share these documents with others on your team!
  3. Create import files from your source data (Excel, GL, Investments, Reinsurance, etc).

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NASVA Updates

Julie Kramer Julie Kramer, Financial & Compliance Product Director

Melissa Monaghan, a Statutory Accountant working with our eFreedom Annual Statement product, recently attended the 2012 Annual North American Securities Valuation Association (NASVA) Conference held May 15 - 17 in Louisville, Kentucky. As an Annual Statement software vendor, we feel that it is important to keep up with what is happening within the investment arena.

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