What is Compliance? – Staying out of Hot Water!
Regulatory compliance is an integral component of the insurance industry. Nearly every aspect of the industry is regulated by state or federal agencies. Everything from policy language to advertising can need review and/or approval from a regulatory authority. This podcast will give you a birds-eye view of what is regulated, and by whom, to lay the foundation for deeper discussions in the future.
Featuring: Holly Blanchard, Regulatory Insurance Advisors, LLC
Lee Davidson, Sr. Vice President, Berkley Accident and Health
Hosted by: Bri Dahl, Compliance Analyst, NAMIC
Holly Blanchard is the President of Regulatory Insurance Advisors, LLC (RIA), a consulting firm specializing in insurance regulatory matters and Enterprise Risk Management. Holly formed RIA in January 2016, along with her partner Pieter Williams. In her role, Holly provides services for state and federal regulators, and insurance carriers and oversees a team of dynamic individuals that provide exceptional regulatory guidance and consulting for their clients.
Lee D. Davidson joined Berkley Accident and Health in 2010 and is currently the Senior Vice President, Traditional Stop Loss. At Berkley, Lee has responsibility for the P&L of the Traditional Stop Loss segment which includes Sales, Underwriting, Account Servicing, and Claims. Lee has more than 35 years of insurance industry experience in a variety of product lines and roles within an insurance company. Prior to joining Berkley, Lee was Vice President and Chief Compliance Office for the Hanover Insurance Group. Lee has also served in various roles within the AICP including National President.
Bri Dahl is a native Washingtonian with strong family roots in the region. She graduated from the same high school as her dad and grandpa. Her kids even go to the same schools now! Her insurance career began in 1999 with Mutual of Enumclaw. She spent 13 of her 21 years with the company in a compliance related role. Bri is currently part of the compliance team with the National Association of Mutual Insurance Companies (NAMIC). Her involvement with AICP began in 2007. Bri has served the Northwest Chapter as secretary, vice president, president, past president and regional director. She has served the national organization in several committee roles and as a long serving member of the Board of Directors. Bri is also the President and Director of Rainier Volleyball Club, a non-profit youth sports program in her area. In her spare time, Bri enjoys travel with her family and friends, hiking and any extra time she can get with her kids.