Our insurance regulatory compliance experience is your advantage.
Westmont is your business partner for insurance regulatory work, insurance company formations, UCAA insurer licensing, producer licensing, and SERFF form and rate filings.
Comprehensive Insurance Consulting Services for Every State
Corporate / Individual Producer Licensing
We regularly form, license and maintain producer firms / agencies nationwide, and manage the producer licensing process.
MGA / TPA Licensing & Health Utilization
We provide guidance and assistance with all components of the MGA and TPA applications process, both U.S. and alien.
State Filing Services
We specialize in submission of SERFF form, rate and rule filings for life / health, property / casualty, credit, mortgage, and financial guaranty lines insurance.
UCAA / Certificate of Authority
Our experience allows us to assess an insurer’s ability to meet state requirements and recommend paths to success.
Insurer Mergers & Acquisitions / Form A Filings
We provide organized, concise, and economical merger and acquisition services on a national basis.
Insurance Company Formations
Working together with state regulators, we develop the documents needed to form a new insurer corporation or restructure an existing insurer corporation.
Redomestication / Name Changes
We can help obtain approval when your agency undergoes a name change, redomesticates, and/or wishes to add new authority to existing COA.
Claims Management
Offering a full spectrum of services, we can manage specific claims to conclusion, including attending mediations with a viable negotiation plan to settle difficult cases.
Actuarial Services
We have the experience, innovation and attention to detail to provide a wide range of actuarial consulting services for all property and casualty commercial and personal lines of insurance.
Insurance Compliance Audits
Our unbiased, third party underwriting audits are designed to evaluate potential risks in a new or existing line of business and suggest viable approaches.
All Services
Why Choose Us?
Westmont offers a uniquely comprehensive array of services designed to streamline the compliance process, maximize your efficiency and parallel track project components. Our goal is to provide you with best practices that facilitate speed to market.
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Unparalleled team of seasoned professionals -
25+ years of professional service to the insurance industry -
Trusted by insurance departments and regulators, including NAIC committees -
Cognizant of your need for speed to market and expert guidance -
Understand the impact of decisions on long term market conduct and compliance
What Our Customers Say
Tokio Marine has worked with Westmont for 10 years and our experience has been great! The people at Westmont are professional, friendly, client service focused and extremely competent. They have assisted our company with many different matters including regulatory and licensing filings, a complicated fifty state domestication filing and other projects. Nancy Stepanski, is unquestionably one of the top regulatory experts in the insurance business and her staff is first rate.
B. Steven Goldstein
For over twelve years, Westmont has helped California Casualty with a variety of insurance regulatory matters. They are professional, knowledgeable, timely, and friendly. Westmont has tremendous relationships with the insurance regulator community throughout the country. We unequivocally endorse them, and will not hesitate to use them in the future
Jim Englese
Palomar has worked closely with Westmont Associates since 2014. Initially, we had great success with Westmont obtaining certificates of authority in new states and approval of our rate and form filings for our admitted products. Most recently Westmont Associates was instrumental in helping Palomar form and license Palomar Excess and Surplus Insurance Company as a domestic surplus lines insurance company. Their expertise allowed us to achieve this goal in under six months.
Mac Armstrong & Jeffery Lim
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Westmont Wire
New West Virginia Senate Bill exempts certain Commercial Lines from Rate Filing
October 8, 2024
On March 10, 2018, the Legislature of West Virginia passed Senate Bill 485 regarding rating requirements for commercial insurance lines. Taking effect on June 8, 2018, the Bill amends …
South Dakota Bulletin Changes Treatment of Defense Within Limits Provisions
October 8, 2024
On March 29, 2018, the South Dakota Division of Insurance issued Bulletin 18-01 which implements a significant change to the Department’s treatment of Defense Within Limits provisions for professional liability …
New Federal Tax Rates Requires California Insurers to Review their Rates
October 8, 2024
The California Department of Insurance has issued a notice reminding insurers to ensure that their rates are compliant with Proposition 103. Due to the new Federal Tax Schedule for …
