Our Quarterly Newsletter - Q3 2025

FilingRamp Newsletter - We’re Finishing the Year with a Bang!

We’re on the final lap of another year around the sun—and we are happy to say, we’ve been making the most of it! Our feature offerings are expanding exponentially as we are gearing up to introduce quite a few new ones. And we love showcasing our commitment to ensuring we curate a software that continues to grow with the industry, technology, and our customers. Read more below and to hear about where we can connect in person next!

Circulars Release Date Announced

We’re excited to share that FilingRamp Circulars will officially launch on October 31, 2025. This new, optional feature is designed to completely modernize how your team tracks and acts on bureau circulars.

Key Features

• Receive daily circular updates from all bureaus (ISO, AAIS, NCCI, etc.)

• Take Adopt/Non-Adopt/Delay Action

• Create Filing Drafts and Desk/Drawer Filings from Circulars

• Link Circulars to Products/Projects/Filings

• Create and Assign Tasks

• Apply Custom Fields and Tags

• Circulars Report Generation

• Import Historic Circular Tracking Data/Spreadsheets

• Extension of the Teams/Slack Integration

Schedule a demo today!

Get the Latest on Our New Features - They’re Almost Here!

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 “Amendatory” 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.

Event Notifications

Users will be able to subscribe themselves to filing event notifications by email on each project page in FilingRamp. The email notifications will include the key filing and event details and provide a link to the actual project in FilingRamp.

Workspace Filter

Workspaces are being leveraged more and more by FilingRamp customers. FilingRamp plans on leaning into workspaces as a way to almost create mini-accounts within a company's FilingRamp account. One step in that direction is to ensure that "Workspace" is a filter in all locations within FilingRamp. We are starting with adding Workspace as a filter and visible column in the Reporting - Filings and Library - Forms & Rates features.

The SERFF Modernization - Getting Closer!

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

Upcoming Events

• InsureTech Connect - ITC Vegas: October 14-16

  • Visit Booth D-8

• AICP Annual Conference - Baltimore, MD: October 19-21

  • Visit Table 9

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!