Our firm offers high-level expertise and experience in conducting professional services regarding all aspects of insurance company operations.

Examination Resources, LLC (ER) has a number of professionals with financial, market conduct, and regulatory examination experience. In addition, our professionals are experienced in using automated audit software such as TeamMate and Audit Command Language (ACL). We also offer the services of actuarial analysis and specialists in the field of investments, reinsurance and information systems.

ER has gained valuable experience from being involved in the NAIC accreditation review process for various states. As such, our examination process can ensure all NAIC accreditation standards our met as well as the regulatory requirements of your State. ER maintains the necessary resources, which will provide the examination team with all applicable laws and regulations, bulletins and directives of your State in an electronic format to ensure the examination team has access to current and updated rules and regulations. In addition, ER maintains current NAIC Financial Conditions Examiners and Market Conduct Examiners Handbooks, Accounting Practices and Procedures Manuals and Purpose and Procedures Manuals of the Securities Valuation Office. Additionally, our staff attends the Quarterly NAIC Meetings, as well as the Annual Conferences held by the Society of Financial Examiners and Insurance Regulatory Examiner Society to ensure our staff is kept up to date on changes and new topics in regulation and the insurance industry

Our management philosophy emphasizes quality, efficiency and first-rate representation. We are a small firm that has continued to grow through our dedication, excellent work and outstanding performance as a representative of our client.

Through our examination team’s expertise and extensive experience, ER can also detect market conduct issues during the financial examination process as many of our examiners are certified as both Certified Financial Examiners (CFE) and Certified Insurance Examiners (CIE). ER has staff with experience in all lines of insurance including, property (personal and commercial lines), casualty, liability, medical malpractice, workers compensation, title, life, credit, annuity, health and reinsurance. ER has also performed examinations on Professional Employer Organizations and Captive Insurers.

ER is very interested in assisting your State in its duties of financial and market conduct regulation as a supplement to the Department’s current examination staff, wherever needed. We would be glad to assist on any out-of-state assignments when your staff does not accommodate those types of assignments. Through our expertise and extensive experience, ER can handle targeted examinations for those companies in trouble situations. ER has qualified professionals to accommodate any market conduct issues.

Due to the size of ER and our fee structure, we believe smaller to mid-size insurance companies would be better able to absorb our examination costs as opposed to some of the other larger examination firms without comprising quality or expertise.

We would like to thank you for visiting our web site and look forward to hearing from you. Please feel free to email rebeccawalkins@examresources.net with any questions you may have about our firm or for a copy of our fee structure.