Policy Form and Rate Filing Requirements

​​Last Updated: July 1, 2024​

Rate and Form filings are to be submitted via the System for Electronic Rates and Forms Filing (SERFF), with limited exceptions. All related correspondence must also be submitted through SERFF. The following submissions continue to be accepted in paper or may be emailed:

For any questions on rate and form submissions or limited exceptions, email OCIRatesandForms@wisconsin.gov

Interstate Insurance Product Regulation Commission

​The Interstate Insurance Compact (Compact) is an important modernization initiative that benefits state insurance regulators, consumers and the insurance industry. The Compact established a multi-state public entity, the Interstate Insurance Product Regulation Commission (IIPRC) which serves as an instrumentality of the Member States. The IIPRC serves as a central point of electronic filing for certain insurance products, including life insurance, annuities, disability income and long-term care insurance to develop uniform product standards, affording a high level of protection to purchasers of asset protection insurance products. We encourage insurance companies to submit filings through the Interstate Compact.

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