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TDI's Advisory Organization and State Agency Approved/Accepted Reference Filings List (8 of 15)

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.

Professional Liability
Organization State TOI Filing Type Company Tracking Number Description TDI File / SERFF
Tracking Number

TDI Link / State Tracking Number Date Approved/ Accepted
ISO Professional Liability PF PF-2016-OMIFO ISO PL (PF) Professional Liability Program ISOF-131065384 S641829 2/27/18
ISO Professional Liability PF PF-2013-OIAFO ISO PL (PF) Insurance Agents E&O Professional Liability New Policy  & Endorsement ISOF-130530050 S623126 10/4/16
ISO Professional Liability EN CL-2013-OCAN1 ISO PL (EN) Texas Changes - 28TAC5.7002 Cancellations 9212549720 125657 3/13/13
ISO Professional Liability EN PR-2012-OCH1 ISO PL (EN) Medical Professional Liability 9212541239 121365 6/20/12
ISO Professional Liability EN CL-2011-OEN1 (MP) ISO PL (EN) Settlement of Liability Claims Notice (Management Protection) 9212532037 116436 11/1/11
ISO Professional Liability EN CL-2011-OEN1 (PR) ISO PL (EN) Settlement of Liability Claims Notice (Medical Professional) 9212532036 116435 11/1/11
ISO Professional Liability MR EP-2011-ORU1 ISO PL (MR) Revise Employment Related Practices- Remove IL 01 68 9212532025 116424 10/25/11
ISO Professional Liability EN CL-2011-OEN1 (EP) ISO PL (EN) Settlement of Liability Claims Notice (Employment Practices) 9212532031 116430 10/25/11
ISO Professional Liability PF

EP 2008-OFR08
EP 2008-OEPRU
ISO Employment-Related Practices Liability Revision 9212502888 100603 9/16/09

ISO Professional Liability MR EP 2008-OFR08
EP 2008-OEPRU
ISO Employment-Related Practices Liability Revision 9212502888 100603 4/1/09

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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Residential Property
Organization State TOI Filing Type Company Tracking Number Description TDI File / SERFF
Tracking Number
TDI Track / State Tracking Number Date Approved/ Accepted
Milliman Appleseed, LLC Residential Property PF TX2021F QUICK FLOOD Milliman Appleseed, LLC, HO (PF) Homeowners – Residential Flood, Personal Inland Flood Policy MAPP-132972377 S695369 1/21/22
Milliman Appleseed, LLC Residential Property PF TX2021F Milliman Appleseed, LLC, HO (PF) Homeowners – Residential Flood, Personal Inland Flood Policy MAPP-132860979 S692594 8/24/21
ISO Residential Property EN HO-2020-OULEF ISO, HO (EN) Utility Line Expense Coverage - Texas  ISOF-132649278 S686834 1/17/21
AAIS Residential Property EN  AAIS-2020-19DPF AAIS HO (EN) Dwelling Properties New COVID19C - CANCELLATION SUSPENSION AMAX-132408889 S680069 6/15/20
AAIS Residential Property EN  AAIS-2020-19HOF AAIS HO (EN) Homeowners New COVID19C - CANCELLATION SUSPENSION AMAX-132409363 S680073 6/15/20
ISO Residential Property EN FD-2019-OFR19 ISO Revision of Residential Flood Conforming Condition Endorsement OISOF-131914238 S666232 9/3/29
ISO Residential Property PF FD-2017-OFR17 ISO Stand-alone Flood Policy and Endorsements ISOF-131645431 S658993 3/5/19
ISO Residential Property EN ISOF-130668092 Homeshare and Unmanned Aircraft Forms HO-2016-ODHFR S629389 12/19/17
AAIS Residential Property EN AAIS-2014-15HOF AAIS Homeowners Endorsements AMAX-129485686 S2109 5/3/16
AAIS Residential Property MR AAIS-2016-19HOC AAIS Homeowners Manual Rules AMAX-130527599 S623032 4/28/16
AAIS Residential Property MR AAIS-2016-19HOBP AAIS Homeowners Manual Rules AMAX-130527569 S623033 4/28/16
ISO Residential Property MR HO-2015-RRPRU ISO Homeowners Program & Mobilehome Supplement to Homeowners Policy Program ISOF-130029879 S19856 6/23/15
ISO Residential Property EN HO-2015-ORPFR

ISO Homeowners Residence Definition Endorsement


When referencing this filing, please use the full state tracking number, S19587.  The state tracking number in ISO's  circular for this filing does not include the "S".

ISOF-130029525

S19857

5/20/15
ISO Residential Property MR DP-2013-RRU13 ISO Dwelling Manual Rules ISOF-129999063 S18616 5/26/15
ISO Residential Property PF DP-2013-OFR13 ISO Dwelling Policy Forms & Endorsements ISOF-129999025 S18615 5/20/15
ISO Residential Property MR TRIA2015 DP-2015-OTEMU ISO Dwelling, TRIA2015 Manual Rules ISOF-129895180 S16018 4/28/15
ISO Residential Property EN TRIA2015 DP-2015-OTEFO ISO Dwelling, TRIA2015 Cap on Losses From Certified Acts of Terrorism ISOF-129892092 S16017 4/28/15
AAIS Residential Property EN AAIS-2015-3F AAIS Dwelling, TRIA2015 Terrorism Forms, Cert. Loss Form & Policyholder Disclosure Notice Form AMAX-129889453 S15100 4/2/15
ISO Residential Property MR DP-2014-REQRU ISO Dwelling Manual Rules Earthquake Rule ISOF-129744850 S10583 10/10/14
ISO Residential Property MR DP-2014-OWBS2 ISO Dwelling Policy Program Manual ISOF-129617676 S6115 7/11/14
ISO Residential Property EN DP-2014-OWBS1 ISO Ltd Water Back-Up Sump DSC ISOF-129617677 S6114 7/22/14
AAIS Residential Property EN AAIS-2013-54HOF Homeowner Amendatory Endorsement Texas 9212557145 129358 9/10/13
AAIS Residential Property EN AAIS-2013-54DPF Dwelling Amendatory Endorsement Texas 9212557142 129355 9/10/13
ISO Residential Property EN HO-2013-OFR13 Green Upgrades, Mechanical Breakdown, Limited Water Backup, Sump Discharge, or Overflow Coverage 9212555546 128567 7/23/13
ISO Residential Property EN DP-2013-OSPE1 Special Provisions TX SB 698 Refund Unearned Premium Changes 9212555642 128627 7/23/13
ISO Residential Property EN HO-2013-OSPE1 Special Provisions TX SB 698 Refund Unearned Premium Changes 9212555643 128628 7/23/13
AAIS Residential Property EN AAIS-2013-44HOF Homeowners Amendatory Endorsement Texas to Comply with SB 698 9212554981 128285 7/11/13
AAIS Residential Property EN AAIS-2013-44DPF Dwelling Amendatory Endorsement Texas to Comply with SB 698 9212554978 128282 7/11/13
AAIS Residential Property MR AAIS-2013-5HOBPR Manual Rule Revisions - 8.14 and 8.15 - Homeowner Program 9212550635 126129 3/8/13
AAIS Residential Property MR AAIS-2013-5HOCR Manual Rule Revisions - 6.14 and 6.15 - Homeowner Program 9212550634 126128 3/8/13
AAIS Residential Property EN AAIS-2013-5HOF Cosmetic Damage/Roof Surfacing Endorsements - Homeowner Program 9212550633 126127 3/13/13
AAIS Residential Property MR
RT
AAIS-2012-53R Various Manual Revisions - Homeowner Program 9212546044 123782 12/12/12 (MR)
12/19/12 (RT)
AAIS Residential Property MR
RT
AAIS-2010-90R Initial Rules/Rates for By-Peril Alternative Rating Plan - Homeowner Program 9212540548 121003 7/3/12 (MR)
7/23/12 (RT)
AAIS Residential Property MR
RT
AAIS-2010-90LC Various Manual Revisions - Homeowner Program 9212540549 121004 7/3/12 (MR)
7/23/12 (RT)
AAIS Residential Property MR AAIS-2012-37R Various Manual Revisions (Rev. 06 12) - Homeowner Program 9212541454 121487 7/3/12
ISO Residential Property EN HO-2012-OSPE1 HO 01 42 05 12, Revised Special Provisions - Texas 9212541827 121657 7/3/12
AAIS Residential Property EN AAIS-2012-36F HO 1503 06 12, Windstorm or Hail Exclusion (Except Coverage D) - Homeowner Program 9212541194 121344 6/26/12
ISO Residential Property PF
MR
RT
HO-2010-OFR10
HO-2010-RRU10
HO-2010-RLC10
2011 Homeowners Multi-State Forms Revisions 9212522515 111092 5/17/12 (PF)
5/17/12 (MR)
5/17/12 (RT)
ISO Residential Property EN HO-2011-OSAU1 HO 01 42 03 12, Special Provision TX HO Program (HB3, TIC 2301.010) 9212531982 116404 1/24/12
ISO Residential Property EN DP-2011-OSAU1 DP 01 42 03 12, Special Provisions Texas Dwelling Program (HB3, TIC 2301.010) 9212531981 116403 1/24/12
AAIS Residential Property EN AAIS-2012-3HOF HO 0842 01 12, Amendatory Endorsement - Texas Homeowners Program 9212536068 118666 1/18/12
AAIS Residential Property EN AAIS-2012-3DPF FL 0263 01 12, Amendatory Endorsement - Texas, Dwelling 9212536066 118664 1/18/12
AAIS Residential Property MR AAIS-2011-48R-1 Manual Revisions, Pages K1 & K2, Canine Exclusion - Homeowners Program 9212533962 117485 11/10/11
AAIS Residential Property MR AAIS-2011-48R Manual Revisions - Homeowners Program 9212532108 116481 10/25/11
AAIS Residential Property EN AAIS-2011-48F Various Endorsements including Canine Exclusion - Homeowners Program 9212532106 116479 10/25/11
AAIS Residential Property EN AAIS-2010-75 FL 0440 11 10, Revised Water Exclusion Endorsement - Dwelling 9212520243 109872 10/12/10
AAIS Residential Property MR
RT
AAIS-2009-21R Homeowners - Earthquake Supplement & Rating Factors 9212514157 106528 3/29/10 (MR)
4/20/10 (RT)
AAIS Residential Property EN AAIS-2009-21F HO 2754 04 09, Earthquake Coverage 9212514156 106527 2/23/10
AAIS Residential Property MR AAIS-2009-51R-1 Homeowners - Equipment Breakdown Coverage - Manual Supplement 9212513009 105933 1/22/10
AAIS Residential Property PF AAIS-2008-45 2009 Homeowners Program - 7 Policy Forms & 87 Endorsements 9212504897 101664 12/30/09
ISO Residential Property MR
RT
DP-2009-OBGS1 Introduction of Dwelling Building Codes 9212510012 104352 10/22/09 (MR)
10/22/09 (RT)
AAIS Residential Property MR
RT
AAIS-2008-51R 2009 Homeowners Program - Manual Rules 9212505356 101889 9/21/09 (MR)
6/15/09 (RT)
AAIS Residential Property MR
RT
AAIS-2008-51LC Homeowners - 2009 Rating Rules 9212505355 101888 6/16/09 (MR)
6/15/09 (RT)
AAIS Residential Property EN AAIS-2009-9 ML 0485 01 09, Amendatory Endorsement - Texas Homeowner Program 9212503227 100770 3/17/09
AAIS Residential Property EN AAIS-2009-9DP Dwelling Endorsements - Water Exclusion, Water Back Up and Sump Discharge or Overflow & Amendatory Endorsement - Texas 9212503486 100889 3/17/09
ISO Residential Property EN
MR
HO 2008-OFRWE
HO 2008-OHPRU
Homeowners - Water Exclusion, Water Back Up and Sump Discharge or Overflow - Texas 9212495814 97113 8/19/08 (EN)
8/19/08 (MR)
ISO Residential Property EN
MR
DP 2008-OWEFR
DP 2008-ODPRU
Dwelling - Water Exclusion, Water Back Up and Sump Discharge or Overflow 9212495815 97114 8/19/08 (EN)
8/19/08 (MR)
ISO Residential Property MR
RT
DP 2008-R02RU
DP 2008-RLA1
Introduction of Dwelling Policy Program (2002) 9212493269 95794 5/13/08 (MR)
7/16/08 (RT)
ISO Residential Property EN
MR
DP 2008-OTRP1
DP 2008-RTRP1
Dwelling Endorsements - Cap on Losses from Certified Acts of Terrorism 9212489193 93719 3/12/08
AAIS Residential Property EN AAIS-2008-4DPF Dwelling - FL 0670 01 08, FL 1045 01 08, Terrorism Endorsements 9212488701 93462 2/27/08
ISO Residential Property EN
MR
HO 2007-OIFE1
HO 2007-OIFE2
Homeowner Endorsement, HO 42 97 04 08, Identity Fraud Expense - Texas 9212484392 91147 9/21/07 (EN)
9/21/07 (MR)
ISO Residential Property MR HO 2007-OTER1 Homeowner Territories Revision - HO-2005-R00RU 9212482993 90388 7/31/07
AAIS Residential Property EN AAIS-2006-23DP FL 0670 06 06 - Certified Terrorism Loss (TRIA) 9212472147 84786 6/27/06
ISO Residential Property EN
MR

DP 2006-OTRFR
DP 2006-OTRRU
DP-E Dwelling Policy Program Manual Exception Pages; DP 05 37 08 06 and DP 05 38 08 06 - Cap on Losses from Certified Acts of Terrorism 9212469583 83489 3/29/06 (EN)
3/29/06 (MR)
AAIS Residential Property MR
RT
AAIS-2005-89R
AAIS-2005-89LC
2005 Homeowners Program Manual Rules 9212468812 83136 3/3/06 (MR)
4/11/06 (RT)
AAIS Residential Property EN AAIS-2005-63 ML 0485 04 05 - Amendatory Endorsement - Texas 9212462664 80063 6/28/05
WITHDRAWN
AAIS Residential Property PF
EN
AAIS-2004-55
AAIS-2004-55
Dwelling Properties Program - 3 new policy forms: FL-1 Basic Form, FL-2 Broad Form, FL-3 Special Form and 36 endorsements 9212451449 74863 4/19/05 (PF)
4/19/05 (EN)
ISO Residential Property MR

HO 2005-R00RU
HO 2005-RLA1
HO-2005-R00RU - Texas Homeowners Rules Filing 9212460232 78885 4/8/05
ISO Residential Property RT HO 2005-R00RU
HO 2005-RLA1
HO-2005-R00RU - Texas Homeowners Rules Filing 9212460232 78885 7/19/06
AAIS Residential Property MR

AAIS-2004-90R
AAIS-2004-90LC
Homeowners Initial Manual (Rev. 1.0) 9212457759 77723 1/10/05

AAIS Residential Property RT AAIS-2004-90R
AAIS-2004-90LC
Homeowners Initial Manual (Rev. 1.0) 9212457759 77723 5/24/05
ISO Residential Property EN HO 2004-OSPP1 HO 23 03 06 05 - Scheduled Personal Property Endorsement - Texas 9212452134 75171 9/30/04
ISO Residential Property EN

DP 2003-OTRFR
DP 2003-OTRRU
Dwelling - DP 05 37 11 03, DP 05 38 11 03 - Cap on Losses from Certified Acts of Terrorism 9212443990 71311 8/12/04

ISO Residential Property MR DP 2003-OTRFR
DP 2003-OTRRU
Dwelling - DP 05 37 11 03, DP 05 38 11 03 - Cap on Losses from Certified Acts of Terrorism 9212443990 71311 8/6/04
AAIS Residential Property EN AAIS-2004-47 ML 0485 03 04 - Amendatory Endorsement - Texas 9212449932 74186 7/8/04
ISO Residential Property PF DP 2003-OEND1 3 new policy forms: Dwelling Property 1-Basic Form, Dwelling Property 2-Broad form and Dwelling Property 3-Special Form and 42 endorsements 9212442827 70659 3/17/04
ISO Residential Property MR CF 2003-OBGS1 Building Code Effectiveness Grading Schedule (Dwelling) 9212440357 69434 1/26/04
ISO Residential Property MR CF 2003-OBGS1 Building Code Effectiveness Grading Schedule (Homeowners) 9212440356 69433 1/26/04
ICT Residential Property EN ICT HO-160A - Scheduled Personal Property 9212443627 71096 12/8/03
ISO Residential Property EN HO 2003-OSPE1 7 endorsements for use with Homeowners Program 9212442623 70554 11/14/03
ICT Residential Property PF 2003 ICT-Homeowners Condominium Form C 9212442084 70283 10/2/03
ICT Residential Property PF 2003 ICT-Homeowners Condominium Form B 9212442082 70281 10/2/03
ICT Residential Property PF 2003 ICT-Homeowners Tenant Form C 9212442081 70280 10/2/03
ICT Residential Property PF 2003 ICT-Homeowners Tenant Form B 9212442080 70279 10/2/03
ICT Residential Property PF 2003 ICT-Homeowners Form C 9212442078 70277 10/2/03
ICT Residential Property PF 2003 ICT-Homeowners Form B 9212442077 70276 10/2/03
ICT Residential Property PF 2003 ICT-Homeowners Form A 9212442076 70275 10/2/03
ICT Residential Property EN HO-712 - Cancellation 9212441599 70020 9/5/03
ICT Residential Property EN HO-712 - Cancellation 9212441116 69788 8/21/03-AP
8/26/03-CW
AAIS Residential Property EN AAIS-2002-66 ML 0686 07 03 - Identity Fraud Expense Coverage 9212439998 69284 8/14/03
ISO Residential Property EN HO 2003-OEND1 HO 01 42 06 03 - Special Provisions - Texas 9212436893 67882 4/17/03
AAIS Residential Property PF AAIS-97-30F Introduction of Countrywide Homeowners Program, Policies & Endorsements 9212418907 59350 2/26/03
ISO Residential Property EN HO 2002-OIF02 HO 04 55 03 03 - Identity Fraud Expense Coverage 9212432106 65671 11/22/02
ISO Residential Property EN HO 2002-OWD1 HO 04 34 06 02, HO 04 83 06 02 - Water Damage Coverage 9212431290 65218 10/10/02
ISO Residential Property PF HO 2003-OEND1 ISO Homeowner 2000 Program-Forms 9212424956 62221 8/17/02

Note: This listing is the same information found in the download copy.

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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Workers' Compensation
Organization State TOI Filing Type Company Tracking Number Description TDI File / SERFF
Tracking Number 
TDI Track / State Tracking Number Date Approved/ Accepted
NCCI WC EN 01-TX-2013(VZ) NCCI WC NOTIF (EN) Terrorism Disclosure 2007 (WC 42 01 01) 9212557779 129716 10/01/13
NCCI WC EN 01-TX-2010 Retrospective Rating Plan Manual for Workers Compensation & Employers Liability Insurance - 2009 Ed. 9212519510 109488 2/23/11

Note: This listing is the same information found in the download copy.

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

Return to Index

For more information, contact: PropertyCasualty@tdi.texas.gov

Last updated: 11/2/2022