Quarterly Newsletter

Insurance Admins: Simplify your filing process with Filing Company features

Published: December 21, 2021

Looking for ways to improve your filing acceptance rates and efficiency? Sometimes the best options involve going back to the basics and reviewing your account setup.

A good place to start is your Filing Company information. Filing Company entries control the options you see when you initiate a filing.

Filing Company information is saved in each insurance company's administrator account. When you log in as an administrator, you can review and update the details recorded for each company.

Each filing company includes contact information, as well as state-specific information about the filing company.

The state-specific information is critical to filing successfully to participating states. These agencies have requested that insurance companies provide this information with every filing to facilitate a quick and successful review process.

For example, California insurance carrier information and NAIC numbers can be autopopulated by completing the appropriate questions in each Filing Company:

Use the checklist below to set up your filing companies effectively.

California	California needs to know that your company is admitted to file in the state in order to route your filing properly. Non-admitted insurance companies must include the surplus line broker that is associated with their policies in California. If you enter this information, it will be automatically included with every filing - no need for separate data entry! Note if your company is a Charitable Risk Pool Note if your company is a Risk Retention Group
NAIC number	Some states require NAIC numbers for all filings, including California, Iowa, Oklahoma, Oregon and Washington Enter your NAIC number to autopopulate this information on each filing.
Other State Information	Illinois and Oregon request that you provide the Insurer numbers assigned to your company by each state. Washington requests notification that you plan to file to the state.

If you have further questions, reach out to support@tylerinsurancefilings.com for personalized guidance for setting up your filing companies.