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AICP Spotlight Series: Martin & Company

Posted: April 2021

Founder & President, Paul P. Martin has been featured in the AICP Spotlight Series where he is interviewed by Ilana Kauffman. Click the Read More Link below to see the full conversation between Paul and Ilana.

M&C Strengthens Life & Health Experience With New Hire in Lee

Posted: March 2021

Martin & Company announced it has hired a new Senior Life & Health Compliance Consultant, Julie Lee. Julie brings over 40 years of experience working in the insurance industry that includes work at independent insurance agencies and in a company setting. She also has 28 years of regulatory experience with the Minnesota Department of Commerce leading their Life and Health section.

MSO Partners with Martin & Company

Posted: February 2021

Glen Rock, NJ – MSO®, Inc. (The Mutual Service Office, Inc.) has announced a new strategic partnership with Martin & Company, a leading provider of rate, rule, and form filing support, innovative data solutions, and operational efficiencies for insurance companies. Their strong portfolio of professional services includes Actuarial Consulting, State Filings, Compliance & Regulatory, Product Development, Competitive Intelligence, and Company Licensing. MSO member companies should find value with this new strategic partnership and take full advantage of their products and services.

“We are extremely excited about the strategic partnership with MSO. We are confident MSO member companies will find value in utilizing our portfolio of services and data solutions”, said Paul P. Martin, President & Founder of Martin & Company. Jan Scites, CEO at MSO, adds: “We are impressed with Martin & Company’s countrywide database of filing information and their new software program tracking tools that are web-enabled. MSO looks forward to working with them to offer their quality services to the insurance industry.“

Martin & Company was established in 1993 and has decades of experience serving the insurance industry. They are a very strong and essential professional organization that aligns well with carriers needing to outsource some of their everyday tasks. Their cutting-edge technology-driven platforms are designed for companies to gain efficiencies and replace old legacy methods.

Martin & Company launches new Forms Library in OneView!

Posted: November 2020

Managing a countrywide program or launch just got easier. The Forms Library makes it effortless to compile the proper form utilization by writing company, state, line of business, specific program and more!

Schedule a demo today!

Martin & Company’s Virtual Webinar Well Attended by AICP Members

Posted: September 2020

Martin & Company presented their “Best Strategies for Successful Filings in Today’s Environment” webinar to AICP Mid-Atlantic Chapter members and non-members last month. Topics included Idea Generation & Evaluating Resources; Types of Filings & Specific Needs; Company Workflow Disruption; New Technologies Replacing Legacy Tasks; and Current & Future Considerations including impacts of COVID-19.  The AICP serves the insurance compliance community by promoting relationships, exchanging information, and providing learning opportunities within a dynamic regulatory environment.  The webinar recording is now available on the AICP website under Member Resources or you can access it directly through the link here: Best Strategies for Successful Filings in Today’s Environment.

M&C Launches

Posted: July 2020

M&C is excited to announce the launch of This new platform will offer most of the core functionality and workflow tools of Bureau Monitoring ADVISOR (BMA) with plans to have new enhancements rolled out in the near future. was designed as the premier technology replacement for outdated bureau circular tracking methods throughout the industry. Historically companies have utilized Excel, Access, Email and other methods to track and manage bureau activity causing major compliance issues and millions of dollars in fines from DOIs. Our compliance and technology teams have spent years developing a software that works as a workflow management tool, keeps everything in a single repository, and can stand the test of a market conduct exam.

To find out more information please go to

FilingsDirect – COVID-19 Search Button

Posted: May 2020

Martin & Company is offering something unlike anything else in the industry!

We have created a “COVID Search” Hot Button on 

With a subscription to FilingsDirect, simply click the search and see hundreds of carrier product filings that were made in response to COVID-19. 

Carrier changes include:

  • Rate Changes
  • Communicable Disease Exclusions
  • Business Interruption
  • Leave of Absence
  • Lay-up Credits
  • Notice to Policyholders
  • And more!

For more information or to subscribe, log in @ or Contact Us (COVID Special Pricing available).

Fast Track your COVID-19 State Filings

Posted: April 2020

Martin & Company has established a COVID-19 State Filing Task Team to help any of our clients that need assistance filing rules and forms associated with the COVID-19 pandemic.

If you are in need of assistance with any time-sensitive filings, state bulletins requiring immediate action or any project related to COVID-19 please reach out to someone on our staff.

Martin & Company a Key Meeting Sponsor

Posted: January 2020

Martin & Company is a key meeting sponsor at the upcoming TMPAA Mid-Year Meeting in Tampa, FL. At the conference, you will be able to hear from thought leaders to gain Insights & Perspectives about our industry and the state of program business. Grow and improve your operation with access to more than 60 program carriers including London Markets, premier service providers, reinsurance support, program development and distribution resources, educational opportunities, and networking with 700+ program professionals.

Martin & Company Sponsors IRES Foundation Event – Reaching New Heights in Compliance

Posted: January 2020

Martin & Company is proud to be a sponsor at the upcoming IRES Foundation event – Reaching New Heights in Compliance in Santa Ana Pueblo, NM.