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Filing Preparation
Our Team
Filing Tools
ICC
100
This document is often completed to show the state compliance with a state code site
What is a certification?
100
The newest policy analyst in the CR office
Who is Tami Palumbo?
100
Font used for all forms printed to the met
What is Univers ATT, 10 pt.?
100
___ number of states are a part of the ICC
What is 36?
200
This document provides the state with a general overview of the filing
What is a cover letter?
200
The policy analyst employed the longest by the CR office
Who is Michele Kusel?
200
Also know as the System for Electronic Rate and Forms Filing
What is SERFF?
200
These documents are used to prohibit use of inconsistent, misleading or ambiguous provisions
What are product standards?
300
Oregon has one of these - a lengthy document listing state specific requirements for a product type
What is a checklist?
300
As of 2010, this policy analyst has been employed by us for 28 years
Who is Craig Hopkins?
300
Software used to track CR product submissions, objections, resubmissions, and approvals
What is CIS?
300
Has been adoped by this national organization
What is the NAIC?
400
A document which shows state specific language was inserted
What is a redline?
400
This policy analyst became scuba certified during a trip to Thailand
Who is Pat Ray?
400
Searchable website housing insurance codes
What is NILS?
400
The four product lines the ICC has jurisdiction over
What are life insurance, annuities, disability income, and long term care?
500
Don't forget to calculate these
What are filing fees?
500
These two policy analysts have both completed one year of law school
Who are Kathie Allen and Paula Sachs?
500
Allows industry users to pay filing fees electronically
What is EFT?
500
The first two states to join the ICC
What are CO and UT?