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DFR sets feedback window and schedule for template finalization

Financial Regulation Division - DCBS work group · April 21, 2026
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Summary

DFR asked for comments on the template and Q&A by April 29, will hold an April 30 meeting on appointment wait times/secret shopper surveys, expects template completion by June or July, and anticipates receiving data in March 2027.

Brooke (Financial Regulation Division - DCBS) asked how long carriers wanted to review the templates and set a feedback deadline of April 29 (three weeks). She reminded the group that April 30 will focus on appointment wait times and secret-shopper methodology; the division's target is to finalize the template by June or July and request data in March 2027.

Participants generally agreed a three-week feedback period was acceptable and the division said it will circulate meeting notes and schedule an additional May meeting to review template changes.