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What Makes a Good Rate Filing?

What Makes a Good Rate Filing?. Presented by: Theodore J. Zubulake, FCAS, MAAA. PRE-FILING. 1. Investigate State/Province Filing Regulations. 2. Review Prior Filing. 3. ORGANIZATION and PRESENTATION of FILING . 4. Sections . 5. Filing Overview. 6. Exhibits. 7.

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What Makes a Good Rate Filing?

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  1. What Makes a Good Rate Filing? Presented by: Theodore J. Zubulake, FCAS, MAAA Mercer Oliver Wyman Actuarial Consulting, Inc.

  2. PRE-FILING Mercer Oliver Wyman Actuarial Consulting, Inc. 1

  3. Investigate State/Province Filing Regulations Mercer Oliver Wyman Actuarial Consulting, Inc. 2

  4. Review Prior Filing Mercer Oliver Wyman Actuarial Consulting, Inc. 3

  5. ORGANIZATIONandPRESENTATION of FILING Mercer Oliver Wyman Actuarial Consulting, Inc. 4

  6. Sections Mercer Oliver Wyman Actuarial Consulting, Inc. 5

  7. Filing Overview Mercer Oliver Wyman Actuarial Consulting, Inc. 6

  8. Exhibits Mercer Oliver Wyman Actuarial Consulting, Inc. 7

  9. Other Supporting Information Mercer Oliver Wyman Actuarial Consulting, Inc. 8

  10. Clarity Mercer Oliver Wyman Actuarial Consulting, Inc. 9

  11. Completeness Mercer Oliver Wyman Actuarial Consulting, Inc. 10

  12. LABELING Mercer Oliver Wyman Actuarial Consulting, Inc. 11

  13. Headings Mercer Oliver Wyman Actuarial Consulting, Inc. 12

  14. Page Numbering Mercer Oliver Wyman Actuarial Consulting, Inc. 13

  15. Exhibit Numbering Mercer Oliver Wyman Actuarial Consulting, Inc. 14

  16. Exhibit References Mercer Oliver Wyman Actuarial Consulting, Inc. 15

  17. Proper Footnotes Mercer Oliver Wyman Actuarial Consulting, Inc. 16

  18. FINAL CHECK Mercer Oliver Wyman Actuarial Consulting, Inc. 17

  19. Filing Fees Mercer Oliver Wyman Actuarial Consulting, Inc. 18

  20. Confirm Insurance Department Contact Mercer Oliver Wyman Actuarial Consulting, Inc. 19

  21. Company Contact Mercer Oliver Wyman Actuarial Consulting, Inc. 20

  22. POST FILING Mercer Oliver Wyman Actuarial Consulting, Inc. 21

  23. Call Insurance Department to Confirm Receipt Mercer Oliver Wyman Actuarial Consulting, Inc. 22

  24. Respond Quickly to Questions Mercer Oliver Wyman Actuarial Consulting, Inc. 23

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