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TDI's Advisory Organization and State Agency Approved/Accepted Reference Filings List (12 of 15, Actuarial)****Continued****

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

Indicates new addition since last update.Indicates new addition since last update.

PC Actuarial - General Liability
Org. Doc Code Filing Type Filing Org. No. Description TDI File No./SERFF Tracking No. Assigned State Tracking No. Assigned Date Approved/ Accepted Short Track Rate Filing
Graphic which indicates new addition since last updateISO GL RT BM-2017-RLA1 This filing revises multistate advisory prospective loss costs for Property Damage and Business Income & Extra Expense coverages. ISOF-131047325 S641292 Prophete 07/07/17
ISO GL RT RP-2016-RRP16 This filing revises the Retrospective Rating Plan to update the various factor tables and makes minor editorial changes to clarify the application of the rules. ISOF-130844999 S634478 Boon 01/31/17
ISO GL RT RP-2016-RCP16 This filing revises the Composite Rating Plan to update the various factor tables and makes minor editorial changes to clarify the application of the rules. ISOF-130844940 S634476 Boon 01/31/17
ISO GL RT FR-2015-RLC15 Introduces both new and revised loss costs that are being filed in connection with companion filings FR-2015-OFR15 and FR-2015-RRU15. ISOF-130762146 S631889 Boon 01/12/17
ISO GL RT GL-2016-BGL1 General Liability Loss Cost Revision ISOF-130706457 S629516 Boon 9/15/16
ISO GL RT GL-2016-RELP1 Revision of General Liability Estimated Loss Potentials ISOF-130708953 S629573 Boon 9/15/16
ISO GL RT GL-2015-BGL1 This filing revises current advisory prospective loss costs for Premises/ Operations and Products/Completed Operations classes, and provides the analyses used to derive those loss costs. ISOF-130104232 S22610 Boon 7/2/15
ISO GL RT GL-2014-RDD14 This filing revises deductible discount factors, contained in Division Six of the Commercial Lines Manual, for all Premises/ Operations Liability and Products/ Completed Operations Liability classes. ISOF-129720154 S9691 Burton 12/5/14
ISO GL RT GL-2014-IALL1 This filing revises increased limit factors for all Premises/ Operations and Products/ Completed Operations classes, and provides the analyses used to derive those factors. ISOF-129691555 S8780 Burton 10/20/14
ISO GL RT RP-2014-RGL14 This filing revises the commercial general liability experience and schedule rating plan. ISOF-129619440 S6199 Burton 9/23/14 Yes
ISO GL RT GL-2014-BGL1 This filing revises current advisory prospective loss costs for premises/ operations and products/ completed operations classes, and provides the analyses used to derive those loss costs. ISOF-129608347 S5738 Burton 9/23/14
AAIS GL RT AAIS-2013-83EBLLC Agricultural General Liability AMAX-129341492 131762 Burton 4/3/14 Yes, if previously referenced 130158
AAIS GL RT AAIS-2013-63EBLLC TX Rating Information REV 11 13/AAIS-2013-63EPLLC.
(Revised Filing Organization Number to AAIS-2013-63EBLLC)
9212558582 130158 Hurtado 10/8/13
ISO GL RT GL-2013-BGL1 General Liability Loss Cost Revision 9212554265 127913 Hurtado 8/12/13
AAIS GL RT AAIS-2013-34R TX Agricultural GL Employee Benefits Liability (EBL) and Employee Practices Liability (EPL) Filings / AAIS-2013-34R 9212553725 127673 Hurtado 7/17/13
AAIS GL RT AAIS-2013-34LC TX Agricultural GL Employee Benefits Liability (EBL) and Employee Practices Liability (EPL) Filings 9212553724 127672 Hurtado 5/22/13
ISO GL RT BM-2012-RLA1 EB-MLC-3 4th Edition 10-13 CLM/CLEMS Revised Loss Costs Pages 9212549082 125331 Montigny 3/8/13
ISO GL RT RP-2012-RCGL1 Texas Commercial General Liability Experience and Schedule Rating Plan Revised 9212545987 123754 Hurtado 1/2/13
ISO GL RT GL-2012-BGL1 Revision of Basic Limit Loss Costs 9212541751 121617 Buhro 12/19/12
ISO GL RT GL-2012-RCTLC Loss Cost Filing GL-2012-RCTLC Section II Loss Cost Mappings by Class 9212541072 121297 Buhro 12/18/12
ISO GL RT GL-2012-ORU12 GL-2012-ORU 12-Class Table 9212541071 121296 Buhro 12/18/12
ISO GL RT GL-2012-OELP1 GL-2012-OELP1 Section II Countrywide ELP'S Information by Class for New Classifications. 9212541073 121298 Buhro 12/18/12
ISO GL RT RP-2012-RCRP1 (GL) Commercial General Liability - Texas Composite Rating Plan Exceptions Withdrawn 9212545991 123758 Sun 11/5/12
ISO GL RT GL-2012-IALL1 GL-2012-IALL1 Revised Rating Rules 9212543781 122639 Hurtado 9/21/12
AAIS GL RT AAIS-2012-43LC TX Supplemental Rating Information 9212543903 122702 Hurtado 9/21/12
ISO GL RT GL-2012-RECON Revised Rules 9212543243 122340 Hurtado 9/4/12
ISO GL RT GL-2011-BGL1 Revision of Basic Limit Loss Costs for Premises/Operations (Subline Code 334) and Products/Completed Operations (Subline Code 336) State of Texas 9212529164 114711 Buhro 8/19/11
AAIS GL RT AAIS-2011-9CLLC Rev 02 11 TX Rating Information-2 AAIS Texas Loss Costs Commercial Liability Program 9212524653 112341 Buhro 4/7/11
ISO GL RT BM-2010-RLA1 BM-2010-RLA1 Revised Loss Costs 9212524456 112224 Montigny 3/7/11
ISO GL RT GL-2010-OELP1 General Liability Estimated Loss Potentials (ELPS) Supplement Revised 9212522018 110850 Burton 12/15/10
ISO GL RT GL-2010-OCT10 General Liability Classification Table Revisions 9212521529 110561 Burton 12/16/10
AAIS GL RT AAIS-2010-93 AAIS Commercial Liability Program Rev 01 11 AAIS Countrywide Experience Rating Plan Supplement 9212522770 111247 Hablinski 12/3/10
ISO GL RT BM-2010-OGBRU Increased Cost Of Loss And Related Expenses For Green Upgrade Manual Pages 9212520391 109964 Kuang 11/4/10
ISO GL RT GL-2010-BGL1 General Liability; Revision of Basic Limit Loss Cost for Premises/Operations and Products/Completed Operations 9212518046 108720 Burton 11/10/10
ISO GL RT GL-2010-IALL1 Revision of Increased Limits Factors for Prem/Ops & Prod/Cops & Prod/Cops - Division Six of the CLM 9212519376 109393 Burton 10/20/10
AAIS GL RT AAIS-2010-55LC Commercial Liability Program; Revised Loss Cost Rating Information 9212517879 108616 Burton 9/16/10
AAIS GL RT AAIS-2010-55R Commercial General Liability Program; Revised Rules and Supplemental Rating Information 9212517878 108615 Burton 9/16/10
ISO GL RT CL-2010-ORTC1 (Amendment) Commercial Umbrella; Referrals To Company Manual Rule Revised 9212516401 107734 Burton 7/13/10
ISO GL RT CL-2010-ORTC1 (Amendment) General Liability; Referrals To Company Manual Rule Revised 9212516400 107733 Burton 7/13/10
AAIS GL RT AAIS-2010-44 Agricultural General Liability Program 9212516355 107708 Montigny 5/24/10
ISO GL RT GL-2009-RELP1(A) Basic Limit Estimated Loss Potentials - Commercial Lines Manual Division Six - General Liability 9212514908 106931 Burton 3/4/10
AAIS GL RT AAIS-2009-1LC Agricultural General Liability Program 9212505969 102170 Burton 2/12/10
AAIS GL RT AAIS-2009-1R Agricultural General Liability Program 9212505970 102171 Kuang 2/2/10
ISO GL RT BM-2009-OEBRU Revised Manual Rule for New Equipment Breakdown; Endorsements Introduced 9212510498 104605 Kuang 12/2/09
ISO GL RT GL-2009-BGL1 General Liability; Revision of Basic Limit Loss Costs for Premises/Operations (Subline Code 334) and Products/Completed Operations (Subline Code 336) 9212509420 104058 Montigny 11/24/09
ISO GL RT GL-2009-RELP1 Basic Limit Estimated Loss Potentials - Commercial Lines Manual Division Six - General Liability 9212508771 103760 Montigny 11/6/09
ISO GL RT FR-2009-RRU09 Farm Excess; Revision of Commercial Lines Manual (CLM); Division Four - Farm Rules and Terrorism Supplement to the CLM 9212509662 104164 Ryder 10/26/09
ISO GL RT FR-2009-RRU09 Farm Umbrellas; Revision of Commercial Lines Manual (CLM); Division Four - Farm Rules and Terrorism Supplement to the CLM 9212509661 104163 Ryder 10/26/09
ISO GL RT BM-2008-RLA1 2008 Revision of Equipment Breakdown (Boiler and Machinery) Loss Costs 9212502876 100594 Kuang 3/31/09
AAIS GL RT AAIS-2008-68LC Commercial Liability Program 9212502377 100335 Kuang 3/31/09
ISO GL RT GL 2008-IALL1 General Liability; Revision of Increased Limits Factors for Prem/Ops & Prod/COps - Division Six of the CLM 9212497944 98174 Burton 1/27/09

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

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PC Actuarial - Residential Property
Org. Doc Code Filing Type Filing Org. No. Description TDI File No./SERFF Tracking No. Assigned State Tracking No. Assigned Date Approved/ Accepted Short Track Rate Filing
Graphic which indicates new addition since last updateISO HO RT HO-2011-RAENV (2016) This is an update to the score tables generated from the rating methodology approved in filing HO-2011-RAENV, State Tracking Number 115514.  ISOF-130915050 115514 Childs 09/21/17
ISO HO RT HO-2016-RDHLC Introduction of Loss Costs For Damage to Property of Others - Increased Limits ISOF-130668854 S629392 Hoover 11/18/16
ISO HO RT HO-2016-RDHRU Introduction of Homeowners Home-sharing and Unmanned Aircraft Manual Rules and Rating Provisions ISOF-130703037 S629391 Hoover 11/18/16
AAIS HO RT AAIS-2015-24LC Homeowners By-Peril / Revised Base Loss Costs AMAX-130212092 S615450 Childs 12/22/15
ISO HO RT DP-2013-RRU13 Dwelling Policy Program Multistate Rules Revision ISOF-130034307 S19970 Hoover 12/16/15
ISO HO RT HO-2015-RABPR This filing introduces an optional alternative rating methodology with rating rules to guide the user in the by-peril rating of a Homeowners policy. ISOF-130223884 S613446 Childs 10/21/15
AAIS HO RT AAIS-2015-21LC The American Association of Insurance Services (AAIS) is filing revised rules for the above mentioned program on an advisory basis. Please see the filing memorandum, as a complete description of the revised rules as well as a mockup is included. Copies of all 'final' materials are enclosed. We propose that the filing become effective June 1, 2015. Companies will be advised to take the filing action outlined in the attached company action exhibit. The materials that are the subject of this filing are provided to AAIS affiliates in an electronic format. Due to differences in printer configurations or other hardware or software differences, when these materials are issued their appearance may be altered slightly. Such alterations will be cosmetic only and will not affect the content of the filed materials. AMAX-130039017 S21685 Hoover 8/14/15
ISO HO RT HO-2015-RRPRU This filing is being made in order to introduce and revise various rules in the Homeowners Policy Program Manual - General Rules; and Mobilehome Supplement to the Homeowners Policy Program Manual - General Rules. ISOF-130030195 S19855 Hoover 5/22/15
ISO HO RT DP-2013-RLC13 This filing introduces and revises various loss costs, corresponding to the Dwelling Policy Program Manual - General Rules, in response to the companion multistate forms and rules revisions. ISOF-129999927 S18617 Hoover 5/22/15
ISO HO RT HO-211-RAENV Risk Analyzer Homeowners Environmental Module Scores Update TEXS-129792487 115514 Hoover 1/15/15
ISO HO RT DP-2014-REQRU This filing introduces revised earthquake rating territories in terms of ZIP codes, and revised earthquake rating rule. ISOF-129744849 S10584 Hoover 12/22/14
ISO HO RT DP-2014-REQLC This filing introduces advisory prospective earthquake base loss costs to correspond with the territory definitions introduced in companion filing DP-2014-REQRU, and describes the procedure used to derive those prospective loss costs. ISOF-129744877 S10585 Hoover 12/22/14
ISO HO RT HO-2013-RPPC This filing introduces additional Protection-Construction rating factors in the Homeowners Program to complement the introduction of new Public Protection Classifications in the Community Mitigation Classification Manual. ISOF-128998632 129779 Hoover 12/10/14 Yes
ISO HO RT DP-2013-RPPLC This filing introduces additional Fire Relativities and Key Loss Costs in the Dwelling Program to correspond to the introduction of new Public Protection Classifications in the Community Mitigation Classification Manual. ISOF-129118304 128726 Hoover 12/10/14 Yes
ISO HO RT AL-2012-FSRS This filing updates and modernizes the Fire Suppression Rating Schedule (FSRS) to reflect current trends in fire protection and to enhance the predictive nature of the evaluation process. ISOF-128852616 125218 Hoover 12/10/14 Yes
ISO HO RT AL-2012-FSRS This filing updates and modernizes the Fire Suppression Rating Schedule (FSRS) to reflect current trends in fire protection and to enhance the predictive nature of the evaluation process. ISOF-128852632 125220 Hoover 12/10/14 Yes
ISO HO RT AL-2012-RCMC This filing revises the Community Mitigation Classification manual to introduce new Public Protection Classifications rules for split-rated communities. ISOF-128852672 125224 Hoover 12/10/14 Yes
ISO HO RT AL-2012-RCMC This filing revises the Community Mitigation Classification manual to introduce new Public Protection Classifications rules for split-rated communities. ISOF-128852698 125226 Hoover 12/10/14 Yes
ISO HO RT DP-2014-RWBLC This filing introduces new and revised loss costs corresponding to coverage for damage caused by water which backs up through sewers or drains or which overflows or is discharged from a sump, sump pump or related equipment. Along with the changes being proposed in the filing, we are also correcting a misprint that appears in the table in Rule 513. The loss costs apply per location, not per $1,000. ISOF-129617675 S6116 Hoover 11/13/14
ISO HO RT HO-2014-REQLC This filing introduces advisory prospective earthquake base loss costs to correspond with the territory definitions introduced in companion filing HO-2014-REQRU, and describes the procedure used to derive those prospective loss costs. ISOF-129598347 S5470 Hoover 9/15/14
ISO HO RT HO-2014-REQRU This filing introduces revised earthquake rating territories in terms of zip codes, and revises the earthquake rating rule. ISOF-129598229 S5471 Hoover 9/15/14
ISO HO RT HO-2011-RAENV Risk Analyzer HO Environmental Module Update TEXS-009507400 115514 Hoover 8/5/14
ISO HO RT PR-2014-RLA1 This filing revises advisory prospective loss costs for personal inland marine insurance, and provides the analyses used to derive those loss costs. ISOF-129468079 133377 Hoover 6/17/14
ISO HO RT HO-2013-RRU13 This filing introduces Various Rules in the Homeowners Policy Program Manual - General Rules. 9212555547 128568 Hoover 1/10/14
ISO HO RT HO-2013-RLC13 This filing introduces new loss costs that correspond to new endorsement HO 06 33, Mechanical Breakdown Coverage, and Rule 533. Mechanical Breakdown Coverage in the Homeowners Policy Program Manual - General Rules being submitted under companion filings. 9212555548 128569 Hoover 1/10/14
MSO, INC. HO RT MSO 42-13-02 Pages Showing Revised Rating Rules. 9212552460 127041 Montigny 4/9/13
AAIS HO RT AAIS-2012-53R Several Pages Showing Rating Rules for the Homeowners Program. 9212546044 123782 Montigny 12/19/12
MSO,INC. HO RT MSO 42-12-03 Pages Showing Rating Rules. 9212545750 123642 Montigny 12/7/12
ISO HO RT HO-2011-RAENV ISO Risk Analyzer Homeowners Environmental Module Table Updates. 9212530428 115514 Montigny 12/6/12
AAIS HO RT AAIS-2012-53LC Pages Showing Revised Loss Costs for Homeowners Program. 9212546045 123783 Montigny 12/4/12
ISO HO RT HO-2012-RLA1 Homeowners Loss Cost Level Revision 9212541607 121568 Montigny 7/23/12
ISO HO RT HO-2012-RHRP1 Page 6 2012 Showing New/Revised Rating Rules and Rates for Homeowners 9212541608 121569 Montigny 7/23/12
ISO HO RT HO-2011-RAENV ISO Risk Analyzer Homeowners Environmental Module Table Updates 9212530428 115514 Montigny 7/23/12
AAIS HO RT AAIS-2011-17R By-Peril Rating Plan/Rating Zone Assignments for Homeowners Program 9212540550 121005 Montigny 7/23/12
AAIS HO RT AAIS-2010-90R Initial Rules & Supplementary Rating Information Rev 01 11 Homeowners Program 9212540548 121003 Montigny 7/23/12
AAIS HO RT AAIS-2010-90LC Several Manual Pages Showing Various New/Revised Rates. 9212540549 121004 Montigny 7/23/12
ISO HO RT HO-2010-RRU10 2011 Homeowners Policy Program Manual Multistate Rules Revision 9212522515 111092 Kuang 5/17/12
ISO HO RT HO-2010-RLC10 2011 Homeowners Multistate Miscellaneous Loss Costs Revision 9212522515 111092 Kuang 5/17/12
MSO, Inc. HO RT MSO 42-11-01 Protection Classifications Rule & Classifications Factors 9212535018 118053 Montigny 3/2/12
AAIS HO RT AAIS-2011-48LC Revised Loss Costs for Homeowners Program -Forms #116479 & Rules/Rates #116481 9212532107 116480 Montigny 11/16/11
ISO HO RT HO-2011-RAENV ISO Introduces the Risk Analyzer Homeowners Rating Plan Manual Rate/Rating Rules 9212530428 115514 Montigny 10/24/11
AAIS HO RT AAIS-2009-21LC TX HO Rev Earthquake Loss Cost Supplement 9212514158 106529 Kuang 4/20/10
AAIS HO RT AAIS-2009-21R TX HO Rev Earthquake Rule Supplement 9212514157 106528 Kuang 4/20/10
ISO HO RT DP-2009-OBGS1 Dwelling Policy Program; Introduction of Dwelling Building Codes Effectiveness Grading Factors 9212510012 104352 Kuang 10/22/09
AAIS HO RT AAIS-2008-51R Homeowners Program; Revised Rules and Rating Information 9212505356 101889 Kuang 6/15/09
AAIS HO RT AAIS-2008-51LC Homeowners Program; Revised Loss Costs 9212505355 101888 Kuang 6/15/09
ISO HO RT DP-2009-RWHLC Windstorm or Hail Coverage Exclusion Credit Revision 9212503427 100852 Ryder 2/4/09

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

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PC Actuarial - Personal Automobile



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Last updated: 11/17/2017

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