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Webinars and Training

The below link will direct you to the Training Page for various online training tools including links to recent webinar offerings.

Webinars and Training

Examination Sound Practices

The link below will direct you to the Examination Sound Practices Page for various documents and examples that may be useful to Financial Examiners while performing an examination.

Examination Sound Practices

TeamMate

Exam Template Questions: Bailey Henning: [email protected]

Analysis Template Questions: Bruce Jenson: [email protected]

Market Template Questions: Petra Wallace: [email protected]

General TM+ Questions: Help Desk: [email protected] cc: James Portuguez [email protected]

License/Hosting Subscriptions: Amy Ball [email protected]

TeamMate+ Information: FedRAMP Support - for basic questions: [email protected]

Wolters-Kluwer Phone - for emergency support: (855) 955-2737

Peer Review Project

Exam Program

The next exam peer review session will be held May 13-15, 2025 at the NAIC Office in Kansas City, MO. 

It will focus on RRG and small company exams.

Information can be found here. Applications are due March 21, 2025.

For additional information on the peer review sessions, please contact [email protected]. 

TeamMate/Citrix

The links below provide information to examiners regarding TeamMate/Citrix related issues.

• Appendix B - Citrix Server Checklist
• Citrix ID Request Form

Handbook Updates & Additional Resources

NAIC examination staff also update and maintain two additional websites with content that examiners may find useful.

Statenet Financial Exam Page

The link above provides access to additional information including:

• Handbook Updates – This includes tracked change version of recent Handbook revisions, word and pdf versions of the examination repository, word and pdf versions of the examination exhibits, and access to the NAIC’s latest version of the TeamStores.
• Sound Practices – This includes regulator related Sound Practices.
• Exam Coordination – This includes contact information to assist in coordinating exams.
• Exam Contractor Listing – This is a listing maintained by the NAIC of contractors that provide services to States.