The National Underwriter Company

What The National Underwriter Company does

The National Underwriter Company, founded in 1897 and operating as a division of Arc network, is a professional publishing and educational resource business serving the insurance and financial services industries from its West Palm Beach, Florida headquarters. Its portfolio spans reference book series — Tools & Techniques, Tax Facts, Coverage Guides, Advisor's Guides, and Facts Books — distributed in print, eBook, and bundled eBook+Online formats through an e-commerce storefront at nationalunderwriter.com, alongside two flagship digital subscription products: Tax Facts Online ($650/year, with weekly database updates) and its Premium tier ($1,349/year, adding print archives back to 2012 and 100+ interactive tax calculators). The FC&S Expert Coverage Interpretation platform, hosted on sibling Arc property PropertyCasualty360, delivers authoritative insurance policy analysis for property & casualty claims questions.

The company's core technology is a digital publishing and reference-delivery stack rather than a unified software platform: it combines an e-commerce catalog with the NU Online Library (cross-device digital reading with highlighting/notes via Adobe Digital Editions social DRM) and subject-specialized searchable knowledge bases. Revenue is generated across five streams: one-time book sales ($21-$705 per item), recurring subscriptions (Tax Facts tiers), professional designation programs (SBCS, CLCS, PLCS, GBDS, SSPS via self-study/eLearning/exams), continuing education administration (outsourced to PC360 Education for providership filing, scheduling, and certificate processing), and enterprise/group licensing for organizational deployment including custom-branded publications. Customers are segmented horizontally across insurance professionals, financial advisors and CFPs, CPAs, attorneys, HR/benefits administrators, insurance designation seekers, and academic institutions offering CFP and Risk Management & Insurance programs.

Name

The National Underwriter Company

Legal name

The National Underwriter Company

Website

https://nationalunderwriter.com

Company type

Private

Founded year

1897

Operating status

Operating

Headcount range

251–500 employees

Short description

The National Underwriter Company publishes professional reference books, online subscription databases (Tax Facts Online, FC&S Expert), and designation/continuing education programs for insurance professionals, financial advisors, CPAs, attorneys, and academic institutions, operating as a division of Arc network.

Ownership category

akta.pro rank

Product category

Insurance and Financial Services Publishing

NAICS

Book Publishers (513130), Periodical Publishers (513120), Software Publishers (513210)

SIC

Books: Publishing Or Publishing & Printing (2731), Miscellaneous Publishing (2741), Periodicals: Publishing Or Publishing & Printing (2721)

akta.pro primary industry

Tax & Accounting Publishing (Codes, Guidance, Practice Tools) (MPAJACAD)

akta.pro secondary industries

Finance, Accounting & Tax Reference (GAAP/IFRS, Audit, Compliance, Tax) (EDAGAGAE), Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), eBook & Digital Reading Platforms (BPAMAJAK), Government, Public Policy & Regulatory Reference (Public Administration, Regulatory Guidance) (EDAGAGAK)

Keywords

• Professional publishing services
• Insurance reference materials
• Tax research databases
• Financial planning resources
• Continuing education programs

Headquarters

HQ city

Erlanger

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Book Sales (One-time): Sale of individual print books, eBooks, and eBook+Online bundles. Products include coverage guides, reference materials, field guides, and academic texts with prices ranging from $21 to $489 depending on format and content.
2. Subscription Services: Annual subscriptions for Tax Facts Online ($650/year) and Tax Facts Premium ($1,349/year) providing continuous access to updated tax databases, calculators, and archived content.
3. Designation Programs: Professional certification programs including SBCS, CLCS, PLCS, GBDS, and SSPS with self-study materials, eLearning courses, online exams, and study guides.
4. CE Program Management: PC360 Education manages continuing education programs for insurance professionals including providership filing, course licensing, scheduling, and certificate processing.
5. Enterprise/Group Licensing: Enterprise access and group user licenses for organizational deployment of Tax Facts Online and FC&S Expert Coverage Interpretation with bulk pricing.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels5 records

Core offering

National Underwriter publishes and sells professional reference publications, online subscription databases, and designation/continuing-education programs for insurance and financial-services professionals. Flagship digital products include the Tax Facts Online tax research database (with weekly updates) and the FC&S Expert Coverage Interpretation platform for insurance policy analysis; these are supported by multi-edition book series such as Tools & Techniques, Tax Facts, and Coverage Guides, by self-study designations (SBCS, CLCS, PLCS, GBDS, SSPS), and by PC360 Education's outsourced continuing-education program administration.

Product overview

The National Underwriter Company is a division of Arc network and operates primarily as a publishing and educational resource company serving the insurance and financial planning industries. The company's core offering is not a single unified software product but rather a portfolio of professional reference publications, online subscription databases, and training services. The flagship digital products include FC&S Expert Coverage Interpretation (insurance policy analysis platform) and Tax Facts Online (tax research subscription database with Tax Facts Premium tier). The publication portfolio encompasses multiple book series including the Tools & Techniques series, Tax Facts series, Coverage Guide series, and various Advisor's Guides covering insurance, estate planning, financial planning, taxation, investment planning, and employee benefits. Supporting services include professional designation programs (SBCS, CLCS, PLCS, GBDS, SSPS), continuing education administration through PC360 Education, the NU Online Library for digital reading, enterprise/group licensing options, and the One Card System sales productivity tools. Products are available in print, eBook, and online formats.

Differentiator

Problem solved

Functional benefit

Products and services

• FC&S Expert Coverage Interpretation Online platform delivering targeted, hard-to-find answers to challenging insurance claim questions with in-depth policy interpretation, analysis, and regulatory updates for property & casualty agents, producers, and agency staff.
• Tax Facts Online Preeminent online tax research service with weekly database updates providing searchable Q&A answers for financial advisors, planners, insurance professionals, CPAs, and attorneys.
• Tax Facts Premium Premium tier of Tax Facts Online including print archives back to 2012, 100+ interactive tax calculators, and soft skills guidance for financial advisors and tax professionals.
• Tools & Techniques Series Comprehensive professional reference book series covering estate planning, financial planning, income tax planning, investment planning, employee benefits, retirement planning, trust planning, and life insurance planning.
• Tax Facts Book Series Authoritative tax reference books in Q&A format including Tax Facts on Individuals & Small Business, Tax Facts on Investments, Tax Facts on Insurance & Employee Benefits, and Social Security and Medicare Facts.
• Coverage Guide Series Specialized coverage guides covering Commercial Property, Condominium, Personal Lines Endorsements, Homeowners, Businessowners Policy, Home Healthcare, Flood Insurance, Auto Policy, General Liability, and Umbrella coverage.
• NU Online Library Digital reading platform hosting eBook+Online versions of National Underwriter resources, providing cross-device note-taking, highlighting, bookmarking, and saving of excerpts across up to six devices.
• Designation Programs Self-study professional certification programs for insurance professionals, including SBCS (Small Business Coverage Specialist), CLCS (Commercial Lines Coverage Specialist), PLCS (Personal Lines Coverage Specialist), GBDS (Group Benefits Disability Specialist), and SSPS (Social Security Plan Specialist), with study guides, eLearning, online exams, and instructor-led options.
• PC360 Education Continuing Education Administration Outsourced continuing education program management for insurance professionals handling providership filing, course licensing, scheduling, certificate processing, and state-by-state compliance for webinars and in-person events.
• Enterprise Access / Group Licensing Bulk and enterprise-level access options for organizations purchasing print and digital resources, including custom publication options with company branding and group user licenses for Tax Facts Online and FC&S Expert Coverage Interpretation.
• One Card System (OCS) Prospecting and client management system for insurance agents including control cards, booklets, fact forms, and the Productivity Planner for tracking sales activities.

Segments7 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered core and flagship.

• Arc networkcoreOthersParent company and division relationship. National Underwriter operates as a division of Arc network, with shared customer service infrastructure ([email protected]) and corporate policies.
• ThinkAdvisorflagshipTechnology or IntegrationThinkAdvisor hosts Tax Facts Online subscription service, providing digital access platform for National Underwriter's premier tax reference database.
• PropertyCasualty360flagshipTechnology or IntegrationPropertyCasualty360 hosts FC&S Expert Coverage Interpretation online platform, providing authoritative insurance policy analysis and claim guidance.
• PC360 EducationcoreImplementation/ SI/ Consulting PartnerPC360 Education manages continuing education programs for National Underwriter, handling providership filing, course licensing, scheduling, student processing, and certificate of completion for webinar and in-person CE programs.
• CFP BoardflagshipStrategic or Co-development PartnerOfficial CFP Board Publishing Partner. National Underwriter publishes CFP-aligned content meeting Certified Financial Planner certification standards for educational materials.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• American College of Financial Services: American College offers professional designations and continuing education for financial services professionals. Its designation programs overlap with National Underwriter's SBCS, CLCS, PLCS, and GBDS programs targeting the same practitioner segments.
• Practising Law Institute (PLI): PLI is a leading continuing legal education provider serving attorneys and tax/estate professionals with publications and live programs. It mirrors National Underwriter's combination of professional reference publishing and CE administration.
• Bloomberg Tax & Accounting: Bloomberg Tax provides subscription tax research, news, and practice tools for tax professionals, accountants, and financial advisors. It competes head-on with Tax Facts Online for the same professional buyer persona.
• Thomson Reuters Checkpoint: Checkpoint is a flagship tax, audit, and accounting research platform for tax professionals and accountants. It directly competes with Tax Facts Online in delivering subscription-based tax research to advisors and CPAs.
• Kaplan Financial Education: Kaplan provides licensing and designation prep courses for financial services and insurance professionals. It competes in the same self-study and exam-based certification market that National Underwriter addresses with its designation programs.
• RIA (Thomson Reuters) / Warren Gorham & Lamont: RIA publishes tax, estate planning, and financial planning reference treatises used by practitioners. Its Tools & Techniques-style professional reference series competes directly with the National Underwriter Tools & Techniques and Leimberg Library offerings.
• CCH Incorporated (Wolters Kluwer): CCH is the leading tax, accounting, and audit reference publisher, offering research platforms and compliance tools. It is a direct peer to National Underwriter's Tax Facts and Tools & Techniques products in serving tax professionals and CPAs.

Broad incumbents

• LexisNexis: LexisNexis provides legal, tax, and regulatory research platforms with content that overlaps National Underwriter's tax and insurance reference offerings. It serves attorneys and corporate compliance buyers as a broad incumbent in adjacent verticals.
• Wolters Kluwer: Wolters Kluwer is a global information services and professional publishing conglomerate whose tax, legal, and compliance portfolio (including CCH) overlaps with National Underwriter's insurance, tax, and employee benefits content lines.

Emerging players

• AICPA: AICPA offers publications, CPE, and credentialing resources for CPAs and tax professionals. It is an emerging-style direct competitor in professional content and continuing education that overlaps with Tax Facts and Tools & Techniques audiences.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/national-underwriter

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The National Underwriter Company