Filing360 Features: Filing Intelligence Software for Insurance Teams
Explore Filing360 features including Vault, AI-powered filing search, ObjectionSure, and FileSure for insurance filing management, objection intelligence, and filing review.
Summary
Insurance filing teams work across SERFF filings, product forms, DOI checklists, objection letters, approvals, and historical documents. The challenge is not just managing filings — it is finding the right filing information when teams need it.
Comply’s Filing360 brings filing intelligence into one platform with four connected capabilities: Vault, AI-Powered Chat, ObjectionSure, and FileSure.
Together, they help insurance teams centralize filing history, search documents faster, learn from prior objections, and review filings before submission.
Vault: Centralized Filing Archive
Filing documents are often scattered across shared drives, emails, spreadsheets, SERFF exports, and legacy systems.
Vault gives insurance teams a secure, centralized filing archive for past and present filings. Teams can organize filings by state, product, form number, SERFF ID, filing type, submission date, disposition status, and other key details.
With Vault, compliance teams can quickly access approved filings, prior submissions, objection letters, correspondence, and supporting documents — without depending on folders, inboxes, or individual memory.
Key benefits:
Centralize historical and current filings
Find approved filings and prior submissions faster
Preserve filing knowledge across teams
Reduce misplaced documents and last-minute searches
AI-Powered Chat: Search Filing Information Instantly
Filing teams often know the document exists, but finding it can take too long.
Filing360’s AI-Powered Chat helps teams search filing documents using natural language, keywords, and metadata. Instead of opening files one by one, teams can ask questions and instantly find relevant filings, forms, approvals, objections, and correspondence.
Teams can ask questions like:
“Show approved annuity filings in California”
“Find prior objections related to disclosure language”
“Which filings used this form number?”
“Where is the approved version of this form?”
This turns filing search into a faster, more reliable process.
Key benefits:
Search across filing history instantly
Ask natural language questions
Find forms, approvals, objections, and correspondence faster
Reduce manual document review
ObjectionSure: Learn from Prior Regulator Objections
Regulator objections are one of the most valuable sources of filing intelligence. They show what regulators questioned, what language created concerns, and how similar issues were resolved in the past.
ObjectionSure helps teams analyze historical objection letters and use that knowledge to prepare stronger filings.
Compliance teams can identify recurring objections, understand state-specific concerns, and build objection-based review checklists before submission.
Key benefits:
Search prior objection history
Identify recurring regulator concerns
Prepare stronger filings before submission
Reduce repeat issues across states and products
FileSure: Review Filings Against DOI Checklists
Before a filing is submitted, teams need confidence that it is complete and aligned with state and product requirements.
FileSure helps insurance teams review filings against state-specific, product-specific, and DOI checklist requirements. Teams can identify missing information, gaps, inconsistent language, or readiness issues before regulatory submission.
This helps teams improve filing quality and reduce avoidable regulatory back-and-forth.
Key benefits:
Review filings against DOI checklists
Apply state and product-specific requirements
Identify gaps before submission
Improve filing readiness and consistency
Why Filing360 Matters
Filing360 helps insurance teams move from filing storage to filing intelligence.
Instead of simply storing documents, teams can search filing history, learn from objections, review requirements, and prepare stronger regulatory submissions.
With Filing360, insurance companies can reduce time spent searching, improve filing quality, preserve institutional knowledge, and support faster product development.
Potential Benefits
Think of Comply as a Junior Staff who gives Compliance Teams Superpowers
Speed-up compliance tasks, Focus on Core Things.
100+ hours
can be saved in a week across teams
Increase
Speed to Market
