Quarterly Newsletter

Form E now includes coverage type

Insurance companies select primary or excess coverage when filing

Published: July 15, 2025

A new enhancement has been added to Form E filings, allowing insurance filers to indicate whether the liability coverage is primary or excess. This information is selected during the filing process, and the system will not allow submission until a choice is entered.

Filers will see the new required coverage type field appear in the Liability Limit section of the Create Filing workflow. To proceed, they must indicate if the coverage is "Primary" or "Excess". Next, the filer will be prompted to enter liability limit dollar amounts for the policy. The screenshot below shows where this new field appears on the filing screen.

The coverage designation is included as part of the information provided to the jurisdiction during their review. Agencies may use this information, and other policy details, to determine whether to accept or reject the filing based on their regulatory requirements.

Once approved, the downloadable Form E PDF will display the selected coverage type at the bottom of the document, showing either "Coverage Type: Primary" or "Coverage Type: Excess". This helps ensure clarity for both agencies and insurers and supports consistent recordkeeping.

This update applies to most Form E filings. For filings submitted to Pennsylvania, the liability coverage information is optional. This data is not sent to the agency, and the PDF forms will continue to display as they have previously.

This enhancement was implemented in response to a suggestion from one of our jurisdiction users who recognized the importance of clearly identifying coverage type during the review process and to ensure compliance with agency regulations.

We welcome feedback from both insurers and regulatory users — your ideas are essential to shaping meaningful system improvements. Suggestions can be sent to support@tylerinsurancefilings.com.