State Filings Process Optimization Software

This document is a guide that outlines the capabilities of Perr&Knight's StateFilings.com software, designed to enhance the efficiency of the insurance product filings process. The software aims to speed up the approval of insurance product filings while also recognizing significant cost savings. The guide details how the platform serves as a centralized cloud-based solution for managing filing projects, documents, and policy forms. It emphasizes the creation of a historical library of policy forms and endorsements, offering robust dashboards and reports for internal project insights. Additionally, the software allows for customizable fields, views, and user permissions, facilitating the migration of older filings from SERFF. The guide also highlights features such as SERFF integration, bureau monitoring services, and secure data storage compliant with SOC and ISO standards, ensuring quick access to filing statuses for users.