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Filing Checklists

Many state insurance departments have issued product filing checklists. Many include required and optional provision guidance. Some departments require submission of completed checklists as a part of a filing. To link to a state's insurance department checklist, please click on the menu below. These links will open in a new window. Let us know if you have any suggestions or comments to improve or expand these links, or if you find any errors. Please complete the Contact Us form or e-mail us at inquiry@firstconsulting.com.
 

State

Type of Insurance & Link

Checklist Required

Notes

Alabama

Life/Annuity & Health

No

 

Property/Casualty

No

 

Alaska

All

Yes

 

Arizona

Life/Annuity & Health

Yes

See SERFF for specific checklist

Property/Casualty

Yes

 

Arkansas

Life/Annuity & Health

No

None Available

Property/Casualty

No

 

California

Life

Yes

 

Annuity

Yes

See SERFF for most up to date checklist

Health

 

None Available

Property/Casualty

No

 

Colorado

All

 

None Available

Connecticut

Life/Annuity & Health

Yes

See SERFF for specific checklist

Property Casualty

Yes

 

Delaware

All

 

None Available

District of Columbia

All

 

None Available

Florida

Life/Annuity

Yes

Refer to IRFS for checklist

Health

Yes

Refer to IRFS for checklist

Property/Casualty

 

Refer to IRFS for checklist

Georgia

All

 

None Available

Hawaii

Life/Annuity

 

None Available

Health

Yes

See SERFF for specific checklist

Property/Casualty

 

None Available

Idaho

All

Yes

 

Illinois

Life/Annuity & Health

Yes

 

Property/Casualty

No

 

Indiana

Life/Annuity

No

 

Health

Yes

 

Property/Casualty

No

 

Interstate Compact (IIPRC)

Interstate Compact (IIPRC)

No

 

Iowa

Life & Health

 

None Available

Property/Casualty

 

None Available

Kansas

Life/Annutity

 

None Available

Accident & Health - Group / Individual

No

 

Property/Casualty

No

 

Kentucky

Life/Annuity

No

 

Health

Yes

 

Property/Casualty

No

 

Louisiana

All

Yes

 

Massachusetts

All

Yes

 

Maryland

Life/Annuity & Health

No

 

Property/Casualty

Yes

SERFF Cert.

Maine

Life/Annuity & Health

Yes

 

Property/Casualty

Yes

 

Michigan

All

 

None Available

Minnesota

Life/Annuity & Health

No

 
Property/Casualty

No

 

Mississippi

Life/Annuity & Health

   

Property/Casualty

No

 

Missouri

Life/Annuity & Health

   

Property/Casualty

No

 

Montana

Life/Annuity & Health

No

LTC Only

Property/Casualty

No

Rates Only

Nebraska

Life/Annuity & Health

Yes

 

Property/Casualty

No

 

New Hampshire

Life/Annuity & Health

Yes

 

Property/Casualty

Yes

 

New Jersey

Life/Annuity

No

 

Health

 

None Available

Property/Casualty

No

 

New Mexico

Life/Annuity Health

Yes

See SERFF for specific checklist

Property/Casualty

 

None Available

North Carolina

All Lines

Yes/Optional

 

North Dakota

Life/Annuity & Health

No

 

Property/Casualty

No

 

Nevada

Life/Annuity & Health

 

None Available

Property/Casualty

No

 

New York

Life/Annuity

No

 

Health

Yes

 

Property/Casualty

Yes/No

 

Ohio

Life/Annuity

No

 

Health

No

 

Property/Casualty

No

 

Oklahoma

Life/Annuity & Health

No

 

Property/Casualty

No

 

Oregon

All

Yes

 

Pennsylvania

Life/Annuity

No

 

Accident & Health

No

 

Property/Casualty

No

 

Puerto Rico

Life/Annuity & Health

No

See SERFF for specific checklist

Property/Casualty

 

None Available

Rhode Island

Life/Annuity

 

None Available

Health

Yes

See SERFF for specific checklist

Property/Casualty

No

 

South Carolina

Life/Annuity & Health

Yes

 

Property/Casualty

 

None Available

South Dakota

Health

No

 

Property/Casualty

No

 

Tennessee

All

 

None Available

Texas

Life/Annuity & Health

No

 

Property/Casualty

No

 

Utah

Life & Annuity

Yes

 

Accident and Health

Yes

 

Credit Life/Credit A&H

Yes

 

Property/Casualty

Yes

 

Virginia

Life/Annuity & Health

Yes

 

Property/Casualty

No

 

Virgin Islands

All

 

None Available

Vermont

Life/Annuity

No

 

Health

No

 

Property/Casualty

Yes

 

Washington

Life/Annuity

No

 

Health Plans

No

 

Property/Casualty

No

 

West Virginia

Life/Annuity & Health

No

 

Property/Casualty

No

 

Wisconsin

All

No

 

Wyoming

Life & Health

No

 

Property/Casualty

No

 
     
 

 

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