State Product Filings ~ We can bring your forms into compliance with state and federal requirements and submit form and rate filings on your behalf through SERFF. Whether it's one state or 50, our strong relationships with the insurance departments result in successful and timely approvals.
Product Development ~ If you have a product that needs updating or you have a new product that you want to market, we can help you develop innovative forms that will provide you with the maximum flexibility you need to be competitive.
Form Issuing Services ~ Once your forms are approved, we will work directly with you or your TPA/Broker and provide customized policy, certificate or summary plan descriptions for your policyholders, including any state specific versions that may be required.
Extraterritorial Filings ~ Our resources and past filing experience allow us to help you answer important questions like which states have jurisdiction over a multi-state policy or when should a discretionary group trust be used. This information is a powerful tool when you are marketing your product nationwide.
Compliance Research & Advice ~ Let us do the upfront research that is needed when you have a new product or innovative idea you are considering so you don’t have to pull staff away from other important compliance projects. We will present you with thorough information so you can make decisions based on knowledge, rather than speculation.
Advertising Compliance ~ We can review your brochure, sales material or web pages to ensure that your marketing and advertising materials comply with appropriate regulatory guidelines. We can submit your material in all states that require filing.
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