Sales & Marketing

Significant financial penalties as well as costly negative publicity can result when marketing materials and sales practices do not comply with regulatory requirements. However, it is both time-consuming and expensive to research and identify those regulations, apply them in sales and marketing departments, and ensure that your organization stays up-to-date as regulations change.

Wolters Kluwer Financial Services offers accurate, time-saving research solutions, plus high-value content and process management solutions that help Sales and Marketing professionals stay in compliance, deliver better results, and reduce costs.

• Primary Research Content
• Market Conduct Research
• Regulatory Implementation Management
• Functional Compliance
• Legal & Compliance Forms Solutions

Primary Research Content

NILS INsource®. Optimized for use by insurance professionals, NILS INsource is the leading Web-based insurance regulatory content solution. With NILS INsource, Sales and Marketing staff can obtain the focused content they need, significantly reducing research time and increasing the effectiveness of compliance efforts. Learn more.

Market Conduct Research

ComplianceWare®. Market conduct issues, particularly when they arise in marketing and sales efforts, are highly visible and damaging to brand reputation and sales channels. Property and casualty insurers can reduce or eliminate fines in future market conduct examinations by researching past examinations in their own and other jurisdictions, identifying the areas of greatest concern to examiners, and addressing areas of non-compliance in their own marketing materials and sales practices. Learn more.

NILS INsource Market Conduct Examination Module. Life and Health insurers can determine frequently cited requirements from past examinations in their own and other jurisdictions, and research past exam criticisms to determine potential compliance pitfalls in their Sales and Marketing efforts. Learn more.

Regulatory Implementation Management

NILS INcompass™. Manage your regulatory implementation process automatically and quickly respond to relevant regulatory changes with this customizable, easy-to-use solution. Learn more.

Functional Compliance

AuthenticWeb™ for State Filing. Increase your speed to market and support your revenue goals by giving Sales and Marketing staff quick, accurate answers to compliance questions—reducing research time and dependence on legal staff for routine questions. Learn more.

AuthenticWeb™ Matrices—Record Retention. Sales & Marketing staff can refer to these 50-state summary charts to research specific compliance topics and locate key requirements that govern retentions periods for various types and formats of data. Learn more.

Legal & Compliance Forms Solutions

Uniform Forms™. Easily access a complete library of fully compliant Property & Casualty Insurance forms from a single resource. Learn more.