Industry Resources

Thank you for your interest in the Interstate Insurance Product Regulation Commission (Compact).

The topics listed on this page will link you to helpful information for the preparation and submission of Compact filings.

A list of all adopted Uniform Standards on the Record is also available.

Resources for New Filers

Find more information on First Time Filers Checklist, Annual Registration Fee Filing Instructions , Top 10 Filing Considerations, System for Electronic Rate and Form Filing (SERFF), and SERFF Filing Access.

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Creating a Compact Filing

Find more information on Pre-Filing Communication Form, Creating a Compact Filing, Associated Filings, How to Add a State, Best Practices Checklist, Name Change Checklist, Logo Change Checklist, Foreign Language Translation Checklist, and Long-Term Care Advertising Submission Process.

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Expedited Review Process

Find more information about Expedited Review Process Overview, Expedited Review Instructions, Expedited Review Timeline, Expedited Review Process FAQ, and Current Expedited Review Queue.

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Filing Fees

Find more information about 2022 Compact Filing Fee Schedule, Advance Filing Fee Calculation Service Directions, Uniform Standards without Actuarial Review, Member State Filing Fees, and Member State Supporting Documentation Update Fees.

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Filing Information Notice (FINs)

Filing Information Notice (FINs) are documents issued by the Insurance Compact Office to provide guidance, instruction, and best practices in order to facilitate the submission of compliant product filings to the Insurance Compact. 

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Mix and Match

Find more information about Step-by-Step Instructions for Statement of Intent (SOI) Completion, Preformatted SOI Excel Spreadsheet, and Statement of Intent Certification Form.

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State-Specific Information

Find state-specific information: State Contact Information, Uniform Standards Participation, including LTC and Individual & Group DI, Accelerated Death Benefit Written Statement Requirement Information, and Model 805 Adoption as reported by IC Member States.

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Filing Reference Materials

Find more information about Step-by-Step Instructions for Statement of Intent (SOI) Completion, Preformatted SOI Excel Spreadsheet, and Statement of Intent Certification Form.

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Webinar Recordings

Listen to industry-focused webinar recordings on demand. 

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Filing Assistance

Find answers to your filing questions and other helpful resources.

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