2019 Financial Call Season

Posted Date: October 05, 2018

In preparation for the upcoming 2019 Financial Call reporting season, this article is the central source of information on Financial Call reporting.

September 2018

As announced in Circular CALLS-2018-01, there are no Financial Call reporting requirement changes for Calls valued as of December 31, 2018, that are due to be reported in 2019.

November 2018

  • The updated Financial Call Reporting Guidebook will feature the following:
    • A new Electronic Import Record Template and corresponding layout eliminating unreportable columns as well as repositioning the Claim Count column to be consistent with the Financial Data Collection tool
    • A Self-Audit Form with updated instructions
      Note: This form will continue to be accessed for completion via the Financial Data Collection tool
    • Three new premium programs in the Premium Components Summary Chart
    • Addition of 6 new edits and 28 updated edits in the Financial Call Edit Matrix
    • Updated Designated Statistical Reporting (DSR) Levels with new examples for calculating DSR Level Premium for Tiered Rating Level and Consent to Rate programs

January 2019

  • The Financial Data Collection tool will be available for submitting 2019 Call data valued as of December 31, 2018
  • NCCI’s 2019 Data Educational Program will include classes on Financial Call data reporting