Codelist

NOTE: Users can change licensing data only for those companies domiciled in their state.

To access the Codelist:

1. Click the Utilities link under the Tools tab.
2. To access the Codelist, click the Codelist link in the Financial Utilities section.  The Codelist Search page will display.

To search for a specific company:

Any combination of the following options can be used in your search.

1. Select the data year to search for licensing information from the Year drop down list.
2. Select the state from the Codelist State drop down list. By default, I-SITE will display the state assigned to your user name and password. NOTE: Only those states for which you are authorized to update information will be available.
3. Enter the NAIC five-digit company code(s), company name(s) and/or Federal Employer Identification Number(s) in the appropriate fields. If you are searching for more than one company, separate each entry in the field(s) with a comma.
4. Select the business type from the Business Type drop down list. Valid business types are Fraternal, HMDI, HMO, LHSO, Life, Property and Title.
5. Select if the company is domiciled in the Codelist state.
6. Select if the company is licensed in the Codelist state.
7. Select if the company is writing business in the Codelist state.
8. Select if the company is schedule T licensed in the Codelist state.
9. Use the Recognized As drop down list to specify whether there is No recognition, Accredited Reinsurer,  or Accredited Insurer.
10. To include only active companies, company addresses and/or combined companies, click the appropriate check boxes at the bottom of the search form. NOTE: These check boxes are optional and you may check more than one.
11. To change the sort option, select the desired option from the Sort by drop down list. The list of companies retrieved can be sorted by Company Name, Company Code, FEIN or State of Domicile. The default sort option is Company Name.
12. Select the number of rows (companies) to display on one page from the Display Rows drop down list. The default selection is All.
13. Click the View Entities button at the bottom left of the search form to view information for the companies specified. The Codelist Search Results page will display the company or companies matching the search criteria entered, along with their licensing information for the state specified.

To update licensing information for a company:

(NOTE: Generally, each state will select specific individuals to update Codelist information. Please contact your NAIC IT Liaison to receive access in I-SITE to change Codelist licensing information for your state.)

1. Use the instructions above to return your desired company or companies.
2. Select the appropriate license status from the drop down list to update the Codelist
3. Select the appropriate Recognized As status to update the Codelist.
4. A separate window will open and display changes that you have selected.  To finalize changes click the Update button in the new window.
5. To return to the Codelist Search page, click the Back button on your browser.

Codelist Transactions

In order to view transactions that have occurred within Codelist, use the Codelist Transactions link at the top of the main page. There are two ways to choose your criteria. Period, which includes searching for Today's, This Week's, and This Month's transactions, and a sort by Company Name, Date, or Cocode.