File Downloads

From this page you can download various documents specific to NAIC-supported applications and systems. To download the document to your PC, click the desired link with the right mouse button and choose "Save Link As" or "Save Target As". Choose the directory where you want to store the file and click the Save button. If the file is a document that you wish to view, without downloading it first, click the link with the left mouse button.

MOVEit
NAIC FTP Secure Client Software

File Viewers
Right mouse click on link to download file.

Adobe Acrobat Reader v5.05 (10 meg download)
with Search and Accessibility - English for Windows 95, 98, Me, NT 4.0, 2000, and XP 10.0 MB

Microsoft Word Converters (downloads from Microsoft site)
The Microsoft downloads will allow users with Word 6 or Word 97 to view documents written in Word 2000.

Examiner Training Resources

State Department of Insurance Training Guides
These are the same guides used by the state training team when conducting onsite training. You may find these guides useful if you are a new employee, have misplaced your guide or need to learn a particular system, but have no state training scheduled.

Examiners Handbooks /Training Guides (Regulatory Use Only)
Market Conduct Teamstores
Market Conduct Examiners Handbook
Financial Analysis Handbook (PDF)
Market Conduct Resources (1.8 meg ZIP file)

Financial Resources (PDF)

I-SITE Reference
I-SITE Financial Applications Reference Card (PDF)

I-SITE Market Applications Reference Card (PDF)

Other Training Guides
NAIC Electronic Library User Training Manual (v.2.0 in Folio Views 4.2)
Includes installation instructions. Training Guide - Order from Publications Department.

Financial Examiner Tools
TeamMate 2000

Uniform Certificate of Authority Application (UCAA)
Access to UCAA via I-SITE
How to Navigate to the UCAA Application in I-SITE
Company Licensing Best Practices Handbook
UCAA - Expansion Application Regulator User Guide
UCAA - Corporate Amendment Regulator User Guide
UCAA Functionality by Role
Webinar - What's New for 2009
FAQs - Frequently Asked Questions for the Electronic Review Process