Insurance Filing Feedback Survey

01 — About you

Your role / job title *

Please enter your role.

Primary market *

Please select a market.

02 — Your team

Filing / regulatory team size *

Please select a team size.

Actuaries / pricing analysts alongside you *

Please select a number.

Which teams are involved in getting a filing from approved to live? * Select all that apply.

Please select at least one team.

Who owns the step of building an approved filing into a live rating system? *

Actuarial / pricing team Regulatory / compliance team IT / development team Shared — no single owner Outsourced to a vendor We don't have a formal process

Please select one option.

03 — Filing volume & workflow

Rate filings managed per year *

Please select a range.

Number of states you file in *

Please select a range.

Do you use SERFF? *

Yes — primary filing method Yes — but only for some states No — paper / state portal only Not applicable to my role

Please select one option.

How is your rate / actuarial model typically built before filing? * Select all that apply.

Excel / spreadsheet (manually maintained) Excel with VBA / macros Proprietary in-house rating system Third-party actuarial software (e.g. ResQ, Radar) ISO / AAIS advisory circular rates Other

Please select at least one option.

04 — After approval — implementation

Once a filing is approved, how is the new rate logic deployed into your production rating system? *

Manually re-keyed by IT or a dev team from the filed Excel / document Actuarial team updates a config or rules file directly Automated pipeline from our actuarial model to production Our rating system is the same as the filing model (Excel-based) Outsourced to a vendor or TPM Other

Please select one option.

How long from approval to live production rates? *

Please select a timeframe.

Have you ever had a discrepancy between your filed rates and rates actually charged to customers? *

Yes — error went live to production Yes — caught internally before any issue No — not that I'm aware of Unsure

Please select one option.

05 — Pain points

Rate each of the following as a pain point in your current process * 1 = not a problem · 5 = significant pain

12345

Not a problem Significant pain

Please rate all pain points before submitting.

What part of the process consumes the most time for your team? *

Please select one option.

Anything else you'd like to share about your filing workflow?

06 — Tooling & openness to change

What software do you use to manage or track filings? * Select all that apply.

SERFF only Compliance Management System (e.g. OneShield, Majesco) Filing tracking in Excel / Google Sheets In-house built tracker Regulatory consulting / managed service We don't have a dedicated system Other

Please select at least one option.

Do you monitor competitors' filings? *

Yes — we use a dedicated tool or service Yes — manual searches on SERFF or state DOI sites Yes — via a consulting firm or advisory service Occasionally — on an ad hoc basis No — we don't actively track competitor filings We'd like to but haven't found a good way

Please select one option.

How interested would you be in a tool that lets you search and find filings — including all descendants, amendments, and related filings — across states? *

Very interested — this is a real problem for us today Interested — could save time but not urgent Neutral — depends on cost and complexity Not interested — our current process works well enough Not applicable to my role

Please select one option.

How interested would you be in a tool that automatically extracts and analyses filing content — data tables, form structures, and price distributions — so you can compare rates without manual work? *

Very interested — this is a real problem for us today Interested — could save time but not urgent Neutral — depends on cost and complexity Not interested — our current process works well enough Not applicable to my role

Please select one option.

How interested would you be in a tool that builds production-ready API or Excel raters directly from filing data — no manual re-keying? *

Very interested — this is a real problem for us today Interested — could save time but not urgent Neutral — depends on cost and complexity Not interested — our current process works well enough Not applicable to my role

Please select one option.

Open to a 20-minute call to share more? Optional — leave your email or LinkedIn if you're happy for us to reach out.

Insurance filing professionals — feedback survey

Thank you for your response