Regulatory Compliance Consulting Firm

Our insurance regulatory compliance experience is your advantage.

Westmont is your business partner for insurance regulatory work, insurance company formations, UCAA insurer licensing, producer licensing, and SERFF form and rate filings. We are cognizant of your need for speed-to market as well as expert guidance. We understand the impact of decisions made on your long term market conduct, compliance and bottom line results.

I have worked with Westmont Associates for over twenty years, seeking Westmont’s regulatory advice in relation to a wide array of insurance products and services, inclusive of most Property and Casualty, Specialty, and Life, Health & Accident lines of business, and I have found no other vendor in the insurance space that delivers the same blend of highly knowledgeable and skilled insurance professionals at very reasonable pricing.  Whether I engage Westmont as my company’s filing agent vis-à-vis state regulators, assistance with regulatory outreach, providing assistance with product and pricing regulation and filings, or providing substantive regulatory advice, Westmont’s ability to deliver quick, high quality, cost effective services is unsurpassed.

Keith Wagner

BlackBoard Insurance
SVP, General Counsel & Secretary

For over twelve years, Westmont has helped California Casualty with a variety of insurance regulatory matters. They are professional, knowledgeable, timely and friendly. Westmont has tremendous relationships with the insurance regulator community throughout the country. We unequivocally endorse them, and will not hesitate to use them in the future

Jim Englese

Senior V.P. & General Counsel
California Casualty Management Company

Tokio Marine has worked with Westmont for 10 years and our experience has been great! The people at Westmont are professional, friendly, client service focused and extremely competent. They have assisted our company with many different matters including regulatory and licensing filings, a complicated fifty state domestication filing and other projects. Nancy Stepanski, is unquestionably one of the top regulatory experts in the insurance business and her staff is first rate.

B. Steven Goldstein

Executive Vice President & General Counsel
Tokio Marine Management, Inc.


Insurance Form, Rate and State Filings, SERFF

Our expertise can help you make existing forms more readable, assist you in developing forms for a new product, or guide you in creating forms for a revised product.

Insurance Company Formation, Licensing and Form A Filing, UCAA

Our company licensing team experience allows us to assess an insurer’s ability to meet state requirements and to recommend paths to success. Our experience in every state enables us to navigate all state requirements, waivers, deadlines, minimum standards and latest trends.

Insurance Agency and Producer Licensing

Westmont forms, licenses and maintains producer and Surplus Lines firms/agencies on a nationwide basis. Tracking and renewal services are also available.

Other Services

Claims management, reinsurance commutations, due diligence for mergers and acquisitions or purchasing books of business, insurance claims audits and redomestications.

Where Will Westmont Be This Month


November 15th- 18th

San Francisco, CA

Comprehensive Services for Every State

Westmont offers a uniquely comprehensive array of services designed to streamline the compliance process, maximize your efficiency and parallel track project components. Our goal is to provide you with best practices that facilitate speed to market.

Why choose us?

  • Westmont brings together an unparalleled team of seasoned professionals.
  • We have professionally served the insurance industry for over 25 years.
  •  Our opinion is often sought by insurance departments, and we regularly provide valuable feedback to the regulators, including NAIC committees.
  • We are cognizant of your need for speed to market as well as expert guidance.
  • We understand the impact of decisions made on long term market conduct and compliance.


1763 Marlton Pike East, #200
Cherry Hill, NJ 08003
Phone: 856-216-0220