Analyst Notes
| The Analyst Notes application provides
access to information entered by the NAIC analyst assigned to each company. These notes
can include any pertinent information about a filing that is not captured by other means,
such as records from telephone conversations, electronic mail messages, summaries of
conversations with state regulators regarding a company's filing, compliance and financial
data reporting issues, etc. Analyst Notes allow you to reference any applicable
information for a given company immediately on-line, without having to contact NAIC staff.
In addition, the name of the NAIC Q/A Analyst currently assigned to the company is readily
available within the application if additional information is needed. NOTE: The information available within the Analyst Notes application is considered confidential. This information is for regulator use only and is not to be shared with the general public. To access Analyst Notes: View Analyst Notes by reports using the iSite+ Reports Page 2. Select which entity/entities you want reports on, found in the Company List box. 3. Look under Compliance in the Report Categories page 4. Click on the Analyst Notes link. 5. At the top of the Analyst Notes page, information about the selected company is displayed. The following information is included. (NOTE: See the Glossary for definitions of unfamiliar terms.) -
Company name - click the blue link to view company demographic information 6. To print the Analyst Notes or to save them to your computer, select the appropriate command from the File menu at the top of the window. 7. To close the Analyst Notes application, click the close (X) button in the upper right corner of the report window or select the Close option from the File menu at the top of the window.
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