Policy Form and Rate Filing Requirements

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:

• Public Adjusters Contracts send to OCIPublicAdjusters@wisconsin.gov
  

• Continuing Care Contracts and agent created Medicare Supplement Advertisements send to OCIRatesandForms@wisconsin.gov
  

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.

• ​Interstate Insurance Product Regulation Comm​ission  ​​ ​
  

Dividend Filing Guidelines

• Dividend Filing Gui​delines​​​

Comprehensive Health Rate and Form Filings (Individual and Small Group)

• Comprehensive Health Form Filings

• Comprehensive Health Rate Filings
  

• Dental Form and Rate Filings
  

​Policy Form and Rate Filin​g Procedures and Forms

• Form Filing Procedures
  

• NAIC Uniform Transmittal Documents  ​​ ​

• Medicare Supplement Advertising Transmittal Form:
  

• Word   ​

• PDF
  

• MHP Attestation Form
  

• Overview of PPACA C​hanges​
• PPACA Uniform Compliance Summary Form​
  

• Rate Filings
  

• Credit Life and Disability Insurance
  

• Medicare Supplement Insurance 

• Long-Term Care Insurance

• Individual Accident and Health Insurance (other than ACA)

• Aircraft

• Automobile
  

• Contractual Liability Policies

• Group Annuity

• Group Health - Comprehens​ive

• Group Life
  

• Homeowner's

• Individual Annuity​
  

• Individual Health - Comprehensive

• Individual Life
  

• Life Settlement Contracts and Disclosure Statements To Owners
  

• Long-Term Care

• Long-Term Care Advertisements

• Medical Malpractice

• Medicare Cost

• Medicare Supplement & Cost-Sharing

• Medicare Select & Select Cost-Sharing
  

• Medicare Supplement Advertiseme​nts

• Motor Clubs
  

• Property and Casualty

• Property Service Contracts
  

• Public Adjuster Contract​​
  

• Short-Term Major Medical - Individual and Group

• Vehicle Protection Product Warranty
  

• Vision and Dental - Individual and Group 
  

• Warranty Contracts

Property and Casualty Rate/Rule Filing

• Property and Casualty Rate/Rule Filing Procedures
• Consent to Rate Form
• Reference Filing Adoption Form
• Summary of Supporting Information Form
  
• Expense Constant Supplement
  ​