All your filings, all in one place.

You’ll never need to rely on an ancient spreadsheet or internal drive again. Filings Manager has a comprehensive form/rate/rule library, handles multiple SERFF instances and filings of all sizes.

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Search

When you need a filing or form, you need it fast. Filing Manager’s search functionality makes it easier to see new and historical filings.

Filter

Filter by line of business, state, date, type, and more to quickly view the information you need.

Export

Our quick export feature makes it simple to download your filings into an Excel document that you can easily share with stakeholders.

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Why Filings Manager?

Frequently Asked Questions

How can filings from multiple instances be pulled into one platform?

We developed a proprietary automation technology to extract the necessary filing data when PDFs are uploaded to your account.

Who manages the updates?

Each company can manage their own library and we also offer an outsourced solution where the updates are made for you.

What if I update a form in a later filing?

Filings Manager takes form versions into account and shows the forms that should be in use today or at a particular date you select.

What if I want to give access to users but don’t want them to see everything or change data?

User permissions can be set so that users would only see products or projects that they need access to. Read-only access can also be granted.