About
Combined P&C annual statements are often misunderstood, even by experienced statutory reporting teams. When multiple insurers operate under a pooling agreement, combined reporting follows specific logic that can make schedules look “lighter,” eliminations feel counterintuitive, and results harder to explain.

This course focuses specifically on how and why combined P&C annual statements work, helping teams understand lead company logic, what activity should not be eliminated, and how to confidently explain combined results to regulators and reviewers.

You will receive a confirmation email once registered, as well as email reminders 1-day and 1- hour prior to the course. If you do not receive your confirmation or email reminders,
check spam. If it’s not in spam, please contact us for assistance: academy@arcstrategicservices.com or call us at (239) 421-5300.
When
Thursday, June 11, 2026 · 11:00 a.m. Central Time (US & Canada) (GMT -5:00)
Presenter
1778529440-01866f2063dcdaa6
Joshua Lee
Consultant
Joshua Lee is a licensed insurance professional and corporate trainer with over a decade of experience in the insurance industry. He holds multiple producer licenses across several states with line authority over health, life, and property & casualty.

His instructional approach is grounded in a background spanning sales operations, quality auditing, and team training. That foundation shapes the coursework by connecting the operational language of an insurance carrier and the technical language of statutory reporting, proving useful for accountants whose work bridges both.
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