Last Updated: July 1, 2025
Individual Market Filings
| Level | Required Document(s) | Reference Document(s) |
|---|
Rating
Submit identical documents with all filings in the rating block. |
Federal Unified Rate Review Template (URRT)
Standardized federal data collection template - must be submitted to OCI and the federal government
Wisconsin Actuarial Memorandum and Certification Template - opens in new window
Provides support for data submitted in the URRT; must be in the Wisconsin-specific format (which satisfies the requirements of the federal Actuarial Memorandum and Certification instructions) - must be submitted to OCI and the federal government
Wisconsin Rate Pages and Service Area Template (Individual)
Standardized Wisconsin-specific collection tool for plan-level rate(s) and service area(s) in the individual market; submitted via the Health Insurer Web Application (HIWA)
Plan Mapping Template
Standardized Wisconsin-specific collection tool for mapping plans from the prior rate filing; submitted via HIWA |
Geographic Rating Areas - opens in new window |
Product
Submit one document for each product in the filing.
|
Product Data Template - Individual Single Risk Pool
Standardized Wisconsin-specific collection tool for product-specific background, product-specific regional enrollment and rate change information; submitted via HIWA |
Geographic Regions - opens in new window
Product and Plan Definition - opens in new window |
Small Group Market Filings
| Level | Required Document(s) | Reference Document(s) |
|---|
Rating
Submit identical documents with all filings in the rating block. |
Federal Unified Rate Review Template (URRT)
Standardized federal data collection template - must be submitted to OCI and the federal government
Wisconsin Actuarial Memorandum and Certification Template - opens in new window
Provides support for data submitted in the URRT; must be in the Wisconsin-specific format (which is in full compliance with the federal Actuarial Memorandum and Certification instructions) - must be submitted to OCI and the federal government
Wisconsin Rate Pages and Service Area Template (Small Group)
Standardized Wisconsin-specific collection tool for plan-level rate(s) and service area(s) in the small group market; submitted via the Health Insurer Web Application (HIWA)
Plan Mapping Template
Standardized Wisconsin-specific collection tool for mapping plans from the prior rate filing; submitted via HIWA |
Geographic Rating Areas - opens in new window |
Product
Submit one document for each product in the filing. |
Product Data Template - Small Group Single Risk Pool
Standardized Wisconsin-specific collection tool for product-specific background, product-specific regional enrollment and rate change information; submitted via HIWA |
Geographic Regions - opens in new window
Product and Plan Definition - opens in new window |