NAIC state investment limits, tested automatically
Insurance Investment Compliance. Made Easy.
RegRunner tests your holdings against every applicable state investment limit and your own investment policy, then shows what each breach costs in admitted assets and RBC.
Highlights
Every limit that applies to you, checked in one pass.
Every state, one upload
2,105 limits from the NAIC CF-50 chart across 53 jurisdictions, plus your own investment policy limits.
Within, approaching, outside
A heatmap by state and rule group, with drill-down to the holdings behind every number.
RBC and the 2025 bond rules built in
Asset risk charge estimates for life, P&C and health, and the principles-based bond definition (SSAP 26R / 21R).
Board-ready reporting
Export to Excel, PDF or HTML with review sign-offs and a full audit trail.
Product tour
See RegRunner in 75 seconds.
Upload, test, see which states bind you, price the breaches and compare quarters.
Captions are built into the video. Screens show fictional sample data.
Key benefits
From holdings file to signed-off report.
Hours back every quarter-end
One upload replaces manual spreadsheet testing. Map your columns once and RegRunner remembers them.
The states that actually bind you
Your domicile and substantial-compliance states are binding; the rest are tested and shown as informational.
Breaches priced in dollars
Estimated non-admitted assets, capital and surplus after, and your RBC ratio before and after.
Quarter-over-quarter, explained
New breaches, resolved breaches and the trades that moved them, across every saved date.
Rules kept current
Signed NAIC rule updates, applied with approval and logged by state and date.
Private by design
Runs in your browser with licensed sign-in. Holdings stay on your machine, and saved history is encrypted at rest.
Inside RegRunner
Answers to the questions examiners and boards ask.
Which states' limits bind us?
RegRunner reads each state's rules for out-of-state insurers from the NAIC chart and separates binding limits from informational ones, with the chart wording beside each state.
What do the breaches cost?
Each breach is priced as excess over the limit, then rolled up into estimated non-admitted assets, surplus after, and the RBC ratio before and after.
What changed since last quarter?
Pick two dates. RegRunner lists new and resolved breaches, every rule that moved, and the positions that moved it.
Ask in plain English.
A built-in assistant answers from your results. It runs inside RegRunner and never sends your data anywhere.
Screens show a fictional sample company. Breach cost and RBC figures are indicative estimates; confirm statutory treatment with your accounting team.
How it works
Three steps, every quarter.
Upload holdings
An Excel or CSV holdings file, with your company profile and investment policy limits.
Run the check
Every applicable state and policy rule is tested in seconds.
Review and report
Sign off review items and export a report for management and the board.
Request a demo
See RegRunner on a sample portfolio, or your own.
Tell us a little about your company and we'll set up a live walkthrough.
- For life, P&C and health insurers, and the asset managers who serve them
- A sample portfolio is ready to go; you can also bring a holdings file
Share this page: scan to open it on a phone.Request a demo
We'll reply from info@RegRunnerCompliance.com, usually within one business day.
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We'll be in touch from info@RegRunnerCompliance.com to schedule your demo, usually within one business day.