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 - April 2024 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

Rate/Rule

1. Exhibit A - Rate Filing Checklist
2. Exhibit C - Statewide Average Rate Level Information (Instructions Exhibit C)
3. Exhibit D - Historical Experience (Instructions Exhibit D)
4. Exhibit E - Expense Information - Including Disallowed Expense Adjustment (Instructions Exhibit E)
5. Exhibit F - Expense Information - For Workers' Compensation and Mortgage Guaranty (Instructions Exhibit F)
6. Exhibit G - Loss Costs Reference Information (Instructions Exhibit G)
7. Exhibit H - Multi-Peril Rate Reference Information (Instructions Exhibit H)
8. Exhibit L - Profit Provision Information (Instructions Exhibit L)
9. Exhibit WC - Workers' Compensation (Instructions Exhibit WC)
10. Company Certification - Mortgage Guaranty Rate Filings 
11. Territory Exhibit - Display of Counties Affected by 15% Territory Rule (Instructions Territory Exhibit 1)
12. Territory Exhibit - Support for Territorial Deviations (Instructions Territory Exhibit 2)
13. CS Exhibit - Support for use of Credit Scoring (Instructions Exhibit CS)
14. CM Exhibit - Additional Information for Certain County Mutuals (Instructions Exhibit CM)
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 (Instructions CSM 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 (Instructions Filing Transmittal Form) 
2. Exhibit B - SERFF Rate Data