Life and Health Filings Made Easy is a department initiative to streamline processing for life and health insurance products. In this page, you will find a link to the rules, checklists and other resources to aid the filing process.
Rules
Life and Health Filing Rules:
An informal working draft for life, health and HMO filing requirements was published in January 2024. See the informal working draft.
Filing Resources
- List of form filing fees
- Product Checklists for Life and Health Rate and Form Filings
- Exhibit A - Exclusions, reductions and limitations for individual health provisions (PDF)
- Health maintenance organizations (HMOs)
- Rate Review
- SERFF General Instructions
Filing Resources
Get an overview of the Life & Health Division's form filing process. Learn tips to make sure your filings are complete, accurate, and compliant with state rules and regulations. We also share tips about how to use SERFF successfully.
- February 29 webinar recording (video)
- February 29 presentation (PDF)