Reduce the amount of time your staff spends researching and maintaining regulatory requirements from days to minutes. Use of the Matrices improves compliance results because your entire operation is referencing the same current material.

Matrices are available covering a wide variety of compliance topics, including:

Property & Casualty Packages

Adverse Decision Notices (CNR)

  • Cancellation Non-Payment Matrix
  • Cancellation New Business Matrix
  • Cancellation Mid-Term Matrix
  • Nonrenewal Matrix
  • Declination Renewal Matrices
  • Conditional Renewal Matrices

Summary Matrices (CNR)

  • Cancellation Mid-Term
  • Nonrenewal
  • New Business Cancellation
  • Cancellation for Nonpayment
  • Declination
  • Cancellation Coverage Reduction

Forms Management

  • Fraud Warning Matrix
  • Workers’ Compensation State Mandated Forms Matrix
  • Automobile Coverage Verification Forms Matrix

Workers' Compensation

  • Workers’ Compensation State Mandated Forms Matrix
  • Workers’ Compensation Proof of Coverage
    • New Policy
    • Reinstatement
    • Nonrenewal
    • Renewal
    • Cancellation

Standalone Matrices

  • Record Retention Matrix
  • Credit Scoring Matrix
  • UM/UIM PIP Coverage Offerings Matrix
  • Producer Commission Disclosure Matrix
  • Complaint Handling Matrix
  • Certificate of Authority Renewal Matrix

Life & Health Packages

Policy Solicitation

  • Buyer’s Guide Matrix
    • Life
    • Annuities
    • Long-term Care
  • Suitability Matrices
    • Variable Life Contracts
    • Annuities
    • Long-Term Care
  • Policy Illustrations Matrix
    • Life

Policy Replacements

  • Policy Replacement Matrices
  • Life and Annuities Matrices
  • Long-Term Care

Standalone Matrices

  • Long-Term Care Outline of Coverage Matrix
  • Long-Term Care Point of Sale Matrix
  • Guaranty Fund Notice Matrix
  • Life Policy Summary Matrix
  • Complaint Handling Matrix
  • Certificate of Authority Renewal Matrix

NILS Matrices
NILS™ Matrices
Available on a wide variety of compliance topics, NILS Matrices summarize requirements on key regulatory issues in U.S.-jurisdictional charts. Easy to use and regularly updated, NILS Matrices offer an effective alternative to managing compliance in key operational areas by helping to lower research costs, streamline implementations, and increase overall levels of compliance.
Download Product Sheet
NILS™ Matrices are available through a variety of subscription options. To subscribe to NILS™ Matrices, please contact customer care 800.481.1522 or via email at
[email protected]

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