Everything You Need to Know About Insurance Pooling Agreements

Insurance pooling agreements can simplify operations, but misunderstandings can create reporting and regulatory problems. For P&C insurers, pooling affects statutory reporting, surplus, and ratios.

This course explains how P&C insurance pooling agreements work, why companies use them, and how pooled activity should be reported without over- or under-eliminating activity.

• P&C statutory accountants and analysts
• Financial reporting and regulatory teams
• Controllers and managers overseeing pooled entities
• Professionals involved in pooled P&C activity

Upon completion of this course, you will be able to:

• Explain the purpose and structure of P&C insurance pooling agreements
• Identify the roles of the lead company and pooling participants
• Apply pooling percentages correctly
• Report pooled activity properly in statutory financial statements

Pooling agreements can affect multiple areas of statutory reporting. Knowing how they work helps you trace where amounts come from, understand how they are allocated among companies, and review or prepare the filing more effectively.

You will receive a confirmation email after registering, along with email reminders one day and one hour before the course.

If you do not receive your confirmation or reminder emails, please check your spam folder. If they are not there, contact us for assistance at academy@arcstrategicservices.com or (239) 421-5300. You may also contact us for any concerns or complaints.

Please see our refund and cancellation policy for additional information.