Filing Checklists for Insurance Companies

Health and life

Property and casualty

Life, Accident & Health, and Managed Care Application Accident and health Group comprehensive medical and PPO Individual comprehensive medical and PPO Health mandates Dental plans Group and individual non-comprehensive medical Life Basic life Graded life Group life Short-term credit life Universal life Variable annuity Non-variable annuity Variable life Managed care Utilization review HMO provider agreements HMO evidence of coverage

Personal lines Personal auto Personal inland marine Residential (includes homeowners, dwelling fire and residential farm) Commercial lines Commercial auto Commercial crime Commercial general liability Commercial multi-peril Commercial package Commercial property (includes inland marine and boiler and machinery) Commercial umbrella Workers' compensation