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Texas Department of Insurance
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Filings Made Easy

The Property and Casualty Filings Made Easy Guide is an aid to making property and casualty filings in Texas.

Rate filings, and any supporting information filed, are public information subject to Chapter 552, Government Code. See Tex. Ins. Code §2251.107 and §2053.004. Form filings and any supporting information filed, are open to public inspection as of the date each filing is made. See Tex. Ins. Code §2301.009.

  • Filings Made Easy Guide - January 2022 Edition (PDF)
  • Download the complete Filings Made Easy Guide. This zipped file holds a PDF version of the guide and the 23 corresponding forms.

  • Filings Made Easy rule - 28 TAC Chapter 5, Subchapter M, Divisions 4 through 11

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Policy Form and Endorsements

  1. Form usage table — short version (up to 90 forms) — Optional / Mandatory / Conditional Mandatory
  2. Form usage table — long version (up to 470 forms) — Optional / Mandatory / Conditional Mandatory 
  3. Flesch score


  1. Exhibit A - Rate Filing Checklist
  2. Exhibit C - Statewide Average Rate Level Information
  3. Exhibit D - Historical Experience
  4. Exhibit E - Expense Information - Including Disallowed Expense Adjustment
  5. Exhibit F - Expense Information - For Workers' Compensation and Mortgage Guaranty
  6. Exhibit G - Loss Costs Reference Information
  7. Exhibit H - Multi-Peril Rate Reference Information
  8. Exhibit L - Profit Provision Information
  9. Exhibit WC - Workers' Compensation
  10. Company Certification - Mortgage Guaranty Rate Filings
  11. Territory Exhibit - Display of Counties Affected by 15% Territory Rule
  12. Territory Exhibit - Support for Territorial Deviations
  13. CS Exhibit - Support for use of Credit Scoring
  14. CM Exhibit - Additional Information for Certain County Mutuals
  15. Certification of Sections 2251.251 - 2251.252 - Exemption Compliance (EC-1)
  16. County Exhibit - Average Premium Change by County
  17. Personal lines rate filing templates +April 2012 Edition+

Credit Scoring Model

  1. Credit Scoring Model Filing Form
  2. Compliance Questionnaire - Use of Credit Information (PDF / Word)

Certificate of Insurance

  1. Certificate of Insurance Transmittal Form (PC419) | Certificate of Insurance Resources

Residual Market Filing

  1. P&C Filing Transmittal Form
  2. Exhibit B - SERFF Rate Data

For more information, contact:

Last updated: 4/28/2022