Filing Checklists for Insurance Companies

Health and Life

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