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Actuarial & Compliance



The combination of our service capabilities has made Martin & Company a very unique and preferred place for companies to outsource many of their insurance services. We maintain a "compliance mindset" at every level making sure our clients are always served with the proper industry care. Our Directors have over 100 years of industry experience and are supported by a well-trained staff in all areas.


State Filing Services:
Preparation of Filings Letters
Preparation of State Transmittal Documents & Filing Forms
Assembly of Filing Packages
Submission of Complete Filings
Communication with State DOI's on your behalf
Status Reports
View our State Filing Services Brochure

Product Development:
Development of Rate and/or Rule Manual Pages
Development of Policy Forms and/or Endorsements
Side-by-Side Comparisons
Conversion of hard copy Documents to Electronic Documents

Bureau Monitoring:
Review Bureau (ISO/NCCI/Independent) Circulars & Bulletins on a daily basis
Capture Relevant Data and provide in web-based platform
Perform the appropriate filing action
Subscribers: Click here to Login to BMA
Not a Subscriber? Email us to request a BMA Demo: SRodebaugh@FilingsDirect.com
View our Bureau Monitoring ADVISOR Brochure

Compliance Assistance:
Reorganizing or Implementing a Compliance Department
Developing a Compliance Mindset throughout your Organization
Reviewing or Establishing Internal Procedures
View our Compliance Solutions Brochure

Actuarial Services:
Statement of Actuarial Opinion on P&C Loss Reserves: Qualified Actuary for P&C Annual Statement reserve opinions.
Loss Reserve Analysis: Loss ratio studies for initial booking ratios.
Ratemaking: Analyze data to develop rates and rating variables for new programs and updates.
Loss Cost Multiplier: Analyze data to develop initial or revised loss cost multipliers. Rate Filings: Completion of state required transmittal forms and development of actuarial exhibits.
Benchmarking and Market Intelligence: Detailed comparison with competitors' filed rates and rating plans.
Risk Retention Analysis: Ceded reinsurance strategy and pricing analysis.
Operation Support: Counsel on capturing ratemaking data for predictive modeling.
View our Actuarial Services Brochure



Contact us Today: 800-896-8000
Insurance Services - Paul P. Martin: PMartin@FilingsDirect.com
State Filings & Compliance - Sonja A. Rodebaugh: SRodebaugh@FilingsDirect.com

Actuarial - Dean Westpfahl: DWestpfahl@FilingsDirect.com