Filings Browser
Filings Browser Overview
The Filings Browser provides a comprehensive view of all rate filings in the Insuraviews system, allowing you to quickly navigate from high-level summaries to detailed filing analysis or original documents.
Key Concept: The browser displays summarized information extracted from filings that may contain hundreds or thousands of pages, giving you quick access to the most important data points without having to read through entire documents.
Available Filters
Configure your browsing experience using these filters:
Carrier - Select specific insurance companies (dropdown with "All" option)
State - Choose specific states or view all states
Line of Business - Filter by Personal Auto, Homeowners, Commercial Multi-Peril, etc.
Sub TOI - Additional sub-category filtering
Disposition Status - Filter by filing status (Approved, Pending, Withdrawn, etc.)
Filing Type - Narrow by specific filing types (Rate, Rule, Form)
Company - Additional company-level filtering
Product Name - Filter by specific insurance products
Date Range - Set start and end dates using calendar selectors, and select which date range is used (can be Effective Date, Submitted Date, or Disposition Date)
Saved Filters Feature:
Click "Saved Filters" to access previously saved filter combinations
Filters saved in the browser can be reused across other reports and views
This ensures consistent analysis parameters across different parts of the platform
Understanding the Filing List
The browser displays filings in a sortable table format with these key columns:
Carrier - Insurance company name (sortable)
SERFF Tracking - Clickable SERFF tracking number that links to detailed filing view
Product Name - Specific insurance product being filed
State - Filing jurisdiction
LOB - Line of Business (sortable)
Detailed Filing Analysis
When you click on any SERFF tracking number, you access a comprehensive filing summary page that includes:
Filing Header Information:
Company Name
Product Line
SERFF Tracking Number
Effective Dates - New and Renewal dates
Bookmark Button - next to the SERFF tracking number, saves filings to Bookmarks tab
Days to Approval - for filed/approved filings
"Download as PDF" button - Access the original filing document
"Download PDF + Attachments" button - Access the original filing and all supporting documents
Key Metrics Dashboard: The system displays critical metrics in an easy-to-read card format:
Rate Impact: actual impact on premiums
Indicated Change: company's requested change
Written Premium: premium volume affected
Policy Holders Affected: number of customers impacted
Average Premium Change: dollar impact per policy
Max Change: highest rate change in any category
Filing Description:
Detailed summary of the filing's purpose and key components
Actuarial justifications and supporting analysis
Regulatory concerns and responses
Example: Analysis of hurricane loss costs, combined ratio information, and Loss Adjustment Factors
Regulatory Activity Tracking:
Responses: DOI objections and company responses with dates
Amendments & Attachments: Document updates and additions
Change Log: Detailed history of filing modifications including:
Rate changes (e.g., "Increase rate by 5.3% from 6% to 12%")
Premium impact changes
Effective date modifications
Policyholder impact adjustments
Additional Features:
Related Filings: Links to similar or connected filings
View Product History: Access historical filing patterns for the product
Bookmarks: selecting the tag near the SERFF tracking number will bookmark the filing and add it to the Bookmarks tab
AI Assistant: selecting the blue button in the bottom right opens the AI assistant, allowing for additional questions and insights
Geographic and product tags
Use Cases
Market Research: Quickly scan all filings in a specific state or line of business
Competitive Intelligence: Track specific carriers' filing patterns and strategies
Regulatory Analysis: Monitor DOI responses and approval patterns
Due Diligence: Access both summaries and original documents for thorough analysis
Trend Identification: Use saved filters to regularly monitor specific market segments
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