The INS Companies offers formal training programs (in person, or via webinar) for all levels of expertise, and for a wide variety of subject matter. If we do not have a program already developed, we will customize materials to meet client needs. Our training resume is expansive and includes successful deliveries to numerous state insurance departments and professional regulatory organizations.

Practice Leaders

Shelly Schuman

Market Regulation Senior Manager


Annette Knief

President and Managing Partner


Richard Foster

Financial Regulation Manager


For More Information 215-625-2927

As a business partner, The INS Companies provide technical advice and support on an as-needed basis. We are just a phone call or email away, and most often can provide immediate assistance on a variety of technical matters and industry trends.  In those instances where research is required, we have an expansive library of technical research materials and subject matter experts, and are able to provide timely information and answers for almost any regulatory related insurance issue.

We also provide training on an ongoing basis to professional organizations, including the Society of Financial Examiners, the Insurance Regulatory Examiners Society and the International Association of Insurance Receivers.  Our training curriculum includes, but is not limited to:

  • Information Technology (Exhibit C, TeamMate, Other)
  • Financial Regulation (Examination Best Practices)
  • Market Conduct & Market Analysis
  • Actuarial (Property/Casualty and Life/Health)
  • Rehabilitation and Liquidation
  • Reinsurance (Contracts, Treaties, Commutations)
  • Accreditation
  • Affordable Care Act
  • Captives
  • ORSA
  • Cybersecurity/Forensics

Our training approach includes enhancing our own skills and knowledge by mastering the subject matter and, in turn, conveying our knowledge and experience to regulators, contractors and the insurance industry. Our training includes formal classes and webinars on various topics, including those relative to the policies, procedures, and guidance promulgated by the NAIC and other regulatory bodies, sharing of ideas, consensus building, enhanced and consistent skill levels, and uniformity.