Visionary Partners
FilingRamp is a cloud-based, API-first SaaS application that helps insurance companies get their products to market faster, is fully integrated with SERFF, and acts as its single repository for all of its filings. Companies can unlock all their filing data for search, reporting, and analytics and improve workflow with features such as Library v2, Ramp Drive, and AI Assist for objection responses. Companies can also turn on integrations with Teams, Slack, and Verisk Mozart Form Composer.
Martin & Company is a nationally recognized consulting and advisory firm with product experience and knowledge across many markets and coverages. We are a valuable thought partner that consults on best approach and strategy bringing insurance products to market. Our offerings include Actuarial Consulting, Product Development, State Filings, Regulatory Compliance, Competitive Intelligence and Company Licensing. We are known to be a very customer centric organization and have provided positive results since 1993.
We are also an industry leader in the technology space having developed proprietary solutions designed to deliver efficiencies and replace outdated legacy processes. Call us today and allow our talented team of professionals provide insight and a lift to your next product launch.
For over 30 years, Perr&Knight has provided exemplary insurance consulting and software solutions to the property & casualty and life, accident & health industries. Services include actuarial consulting, risk strategies & solutions, applied AI consulting, product development, insurance policy and forms consulting, regulatory compliance, compliance and operational assessments/training, state filings, licensing, technology consulting, statistical reporting, data services, predictive analytics, and bureau monitoring & maintenance. Software includes StateFilings.com, the leading cloud-based state filings management solution. With offices nationwide and more than 160 insurance professionals, including 30+ credentialed actuaries, Perr&Knight is among the largest independent actuarial and insurance consulting firms in the United States.
Ambassador Partners
Saifr®, a RegTech within Fidelity Labs, harnesses the power of AI to help address the limitations and inefficiencies within traditional compliance frameworks. By combining advanced AI technology, the right data, and deep industry expertise, we are redefining how compliance operates. With solutions for marketing compliance review, adverse media screening and monitoring, and electronic communications surveillance, Saifr helps clients save time, reduce costs, and improve accuracy while protecting their firms.
SaifrReview® uses advanced AI to flag potential regulatory compliance risks for financial services and life insurance firms in text, images, videos, and audio, provide explanations for flagged content, suggest alternatives, and offer guidance on necessary disclosures. With AI identifying as much as 90% of what a human reviewer would, Saifr can dramatically improve efficiency and accuracy.
SaifrScreenSMÂ enables firms to comprehensively and continuously screen customer and vendor populations for potential bad actors as part of their AML/KYC programs. Leveraging LLMs and NLP, SaifrScreen scours over 230K global sources around the clock, detecting potential threats in both structured and unstructured data. The result: far fewer false positives and an up to sevenfold increase in confirmed risks, enhancing operational precision.
Saifr eCommsTM allows firms to monitor electronic communications archives at scale. Utilizing advanced LLMs, it scans messages across multiple formats to help identify potential legal and regulatory risks—such as insider trading, channel-switching, bribery, and customer complaints—reducing false positives while managing increasing data volumes with exceptional accuracy.
Verisk is a leading data-driven analytic insights and solutions partner for the insurance industry.
Supporting Partners
Founded in 1936, the American Association of Insurance Services (AAIS) continues to honor a longstanding commitment to its Member insurance carriers and the broader insurance industry. AAIS remains the only national not-for-profit advisory organization governed by its Members. Insurance carriers across the U.S. choose AAIS for its quality insurance forms, manuals, and rating guidance. AAIS delivers superior service from onboarding and compliance filings through statistical reporting and data calls.
Founded in 1899, AM Best is the world’s largest credit rating agency specializing in the insurance industry. Headquartered in the United States, the company does business in over 100 countries with regional offices in London, Amsterdam, Dubai, Hong Kong, Singapore and Mexico City.
AM Best Rating Services assesses the creditworthiness of and/or reports on over 16,000 insurance companies worldwide. Our commentary, research and analysis provide additional insight.
AM Best Information Services integrates credit ratings, commentary, research and analysis with insurance news, financial data and thought leadership to help consumers and professionals make informed personal and business decisions.
Services include:
- Product: Drafting, Research, State Surveys
- Filing: all lines L&H, P&C and all states, plus the Compact
- Advertising: Compliance Review and Filings
- Licensing: COA, TPA, specialty (DMPO, PBM, Warranty, AO/RSO)
Contact us to learn why so many companies trust First Consulting to be their compliance partner.
Founded in 1947, Milliman helps clients in the public and private sectors confront complex risk on a global scale—from extreme weather and market volatility to financial insecurity and rising health costs. Our solutions encompass insurance, financial services, healthcare, life sciences, and employee benefits. We are an independent firm with offices in major cities around the globe.
Since our inception, objectivity and professional excellence have been our hallmarks. We are owned and managed by our principals, who are distinguished by their technical and business acumen and by their achievements in their respective fields. Our body of professionals includes actuaries, technologists, clinicians, economists, climate and data scientists, benefits and compensation experts, and many others. We are empowered by the diversity of our backgrounds and driven by a shared commitment to innovate.
For more than 75 years, we have leveraged deep expertise, actuarial rigor, and advanced technology to help insurers, healthcare organizations, governments, and employers meet their business, financial, and social objectives—so millions of people can live for today and plan for tomorrow with confidence.
RegEd is the market-leading provider of RegTech enterprise solutions with relationships with more than 200 enterprise clients that represent 80% of the top 25 financial services firms.
Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk.
Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients.
Regulatory Insurance Advisors, LLC (RIA) exists to enhance capabilities for insurance regulators, facilitate improvements to the overall U.S. insurance regulatory process and to assist insurers with achieving regulatory and business goals.
RIA’s team of experts is dedicated to providing timely assistance for emerging, complex, and traditional insurance regulatory issues. Our committed focus on enhancing insurance regulation results in increased consumer protection and sustained positive outcomes for a healthy insurance marketplace.
RIA’s leadership brings together over 75 years of senior level regulatory and industry experience. This unique combination of experience allows us to provide comprehensive and unprecedented assistance to regulators, governmental entities, and insurers. Our goal is to enhance insurance regulation by providing unmatched high quality, prompt, efficient, transparent, collaborative, and professional services to clients.
Westmont is your business partner for insurance regulatory work, insurance company formations, UCAA insurer licensing, producer licensing, and SERFF form and rate filings. We are cognizant of your need for speed-to market as well as expert guidance. We understand the impact of decisions made on your long term market conduct, compliance and bottom line results.














