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Episode 196: Tips for Ensuring a Smooth 2023 Annual Filing Process
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley is joined by a panel of experts to discuss tips for ensuring a smooth year-end filing process. The episode features Sam Jones, Senior Director of Statutory Reporting at SS&C Technologies, Amnon Levy, Founder and CEO of Bridgeway Analytics, and Scott Kurland, Managing Director and Head of SS&C’s Insurance Solutions Group. Together, they cover the essentials of data management, filing best practices, and key regulatory considerations to help insurance companies navigate the complexities of year-end reporting.
The discussion kicks off with Scott Kurland emphasizing the importance of data integrity and control in managing today’s diverse and complex investment portfolios. Sam Jones then offers practical advice on the filing process, including crucial tips for avoiding common pitfalls. Finally, Amnon Levy delves into the evolving regulatory landscape, highlighting the implications of new guidelines and how insurance companies can stay ahead of the curve.
With a focus on providing actionable insights and strategies, this episode is packed with valuable information for insurance professionals preparing for the year-end reporting season. Plus, listeners are invited to join a follow-up live Q&A session for any further questions.
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By Stewart Foley
4.8
2626 ratings
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley is joined by a panel of experts to discuss tips for ensuring a smooth year-end filing process. The episode features Sam Jones, Senior Director of Statutory Reporting at SS&C Technologies, Amnon Levy, Founder and CEO of Bridgeway Analytics, and Scott Kurland, Managing Director and Head of SS&C’s Insurance Solutions Group. Together, they cover the essentials of data management, filing best practices, and key regulatory considerations to help insurance companies navigate the complexities of year-end reporting.
The discussion kicks off with Scott Kurland emphasizing the importance of data integrity and control in managing today’s diverse and complex investment portfolios. Sam Jones then offers practical advice on the filing process, including crucial tips for avoiding common pitfalls. Finally, Amnon Levy delves into the evolving regulatory landscape, highlighting the implications of new guidelines and how insurance companies can stay ahead of the curve.
With a focus on providing actionable insights and strategies, this episode is packed with valuable information for insurance professionals preparing for the year-end reporting season. Plus, listeners are invited to join a follow-up live Q&A session for any further questions.
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