Our Quarterly Newsletter - Q2 2025
FilingRamp Newsletter - Summer Reading You Won’t Want to Miss…
We blinked and it’s summer! In our last newsletter, we mentioned our focus is growth—and that’s still as true as ever. Our AI Assist and Circulars are well underway and our already released features like Events Inbox is available and taking organization to the next level! And even though the sun is out and many are setting up their “out of offices” for the season, our vacation vibes are at upcoming conferences. Read more to get all the updates…
Get the Latest on Our New Features
Event Inbox - Our Event Inbox has been up and running with feedback soaring sky high. We are so pleased to offer our customers a feature that truly uplevels and enhances organization. Our Event Inbox:
Allows users to “star” the most prioritized filing events
Clears events that are no longer needed
Provides the utmost organization and ease
Includes additional filters
Objections Report
FilingRamp users can now download a JSON report of their entire objection response history — making it easier than ever to turn past responses into future wins. This lets a company:
Analyze which responses lead to faster approvals
Build models to suggest more effective language
Gain strategic insight into what works (and what doesn’t) with each state insurance departmentWhy would sOur Objects Report has
Compliance just got smarter!
They're Almost Here!
We are thrilled to share that the countdown is starting! Our AI Assist and Circulars features are almost here. Get the scoop:
Circulars - With the upcoming Circulars feature, FilingRamp is looking to end monitoring updates via spreadsheets, once and for all. The Circulars feature allows companies to:
Monitor all circulars and bulletins
Take action (adopt, delay, snooze) on each circular
Assign tasks to individuals (part of the Teams, Slack integration)
Create SERFF and drawer filings from Circulars
Link Circulars to filings, projects, and other circulars
Full search and reporting on all circulars.
AI Assist - The AI Assist feature is almost here. V1 of this always evolving new functionality will allow companies to scan forms for compliance issues in all states for all P&C lines. Companies can scan forms for compliance while working on:
Filing drafts
Objection responses
Amendments
Auditing historic filings
They can even scan forms not in filings, such as competitor forms or in-development forms, for compliance in 1 or more/all states within the Ramp Drive feature. The AI Assist feature also includes “Advanced” functionality that allows a company to scan a policy form and state amendatory endorsement asynchronously to highlight what violations in the policy are (and are not) resolved by the state amendatory endorsement.
Tasks - Companies can already collaborate in FilingRamp with its chat, reminders, and objection assigning functionality. We’re taking this workflow up a notch with the new Tasks feature, which allows FilingRamp users to:
Create tasks related to Filings, Projects, Objections, and Circulars
Assign tasks to individuals or a group
Customize task subjects (e.g., Circular Review) and task stages (In-Progress, Complete, etc.)
Allow users to see “All My Tasks” on their Dashboard
And, of course, the Tasks feature will be an extension of the Teams and Slack integration.
FilingRamp is SOC 2 Type II Compliant
Security and trust aren't just checkboxes for us — they’re foundational to everything we build and deliver for our customers and partners. This milestone validates our ongoing commitment to safeguarding sensitive data and ensuring our systems operate with the highest standards of integrity, availability, and confidentiality.
The More You Know: SERFF Modernization
You may have heard about the upcoming SERFF Modernization. For a recap, SERFF is moving to a new, cloud-based platform. FilingRamp is working behind the scenes to ensure that their changes do not disrupt any of our customers experience or impact their data.
Some quick highlights related to FilingRamp and the SERFF modernization:
FilingRamp has already integrated with the new SERFF API as part of Phase I of the SERFF modernization, which is limited to Compact filings. This process allowed our team to be very familiar with the new SERFF data API, the new objections (soon to be called “compliance issues”) process, and more.
Phase II of the SERFF modernization will impact approximately 10 early adopter states. Those early adopter states won’t necessarily move completely over to new SERFF on day 1, but may gradually make the move and initially start with certain TOIs/Sub-TOIs. This means that SERFF users will need to be using 2 SERFF platforms (legacy and modernized) for an undetermined period of time.
FilingRamp’s vision is that its users won’t need to concern themselves with whether or not a state has made the leap to the modernized SERFF platform and aims to provide a mostly unchanged filing process that mirrors what our customers currently experience in FilingRamp.
Conferences
Conference Recap
As always, having an opportunity to talk face to face with customers, prospects, and the industry in general always feels like a breath of fresh air. It’s wonderful to connect, hear feedback, learn from others, and of course, share all FilingRamp’s offerings. We have a lot of bells and whistles after all. Typically the Fall has been our busy conference season, but Spring has been putting up a strong challenge with each passing year. This past quarter we attended: AAIS Main Event in Clearwater Beach, FL Insurtech Insights in Manhattan, NYC AICP Regional Compliance Summit in Worcester, MA
Upcoming Events
This August, we will be attending our first NAIC Summer National Meeting in Minneapolis and look forward to all educational topics that conference has to offer, especially anything SERFF modernization-related.
When you schedule a FilingRamp demo with our team, you receive a full demo or current in-production functionality. In addition, you’ll:
See in-development features
Learn about upcoming integrations
Meet Jeremy and Tom, two nerdy guys who are passionate about solving insurance compliance inefficiencies with modern software
Want to just dip your toes in first? We’re always up for a quick informative call too. Get in touch today!
