Julie Kramer, Financial & Compliance Product Director
- Make sure to keep up to date with the NAIC blank changes that could affect the way you report your data.
- 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!
- Create import files from your source data (Excel, GL, Investments, Reinsurance, etc).