RATES
State law tasks the CSI with reviewing—and, in some cases, approving—the rates of insurance policies sold in Montana.
See CSI Rate Filing Requirements. There are no filing fees for rates.
Below you will find the documents used by insurance companies to submit company rates for review.
- Long-Term Care Combination Instructions & Excel Template
- Long-Term Care Rate Increase Instructions & Excel Template
- Medicare Supplement Instructions & Excel Template
- Property & Casualty Rate/Rule Filing Guide
- Property & Casualty Statistical Rate Rule or Rate Rule Submittal Certification
- Standard Support for Property & Casualty Rate/Rule Filings
- Workers’ Compensation LCM Instructions
- Workers’ Compensation LCM Form Page 1
- Workers’ Compensation LCM Form Page 2
- Non-Workers’ Compensation LCM Form Page 1
- Non-Workers’ Compensation LCM Form Page 2
- Credit History Instructions & Certification
- Uninsured, Underinsured and Medical Payments Instructions & Certification
We offer the public several methods of accessing insurance company filings electronically.
Insurance company filings are available online at the SERFF Filing Access (“SFA”) website at no charge:
Online Public SERFF Filing AccessFilings can also be viewed at our office located at 840 Helena Ave., Helena, MT during normal business hours.
If you do not locate the information that you are looking for, you may submit a public records request. Fill out the form located HERE. There may be a cost associated with production of a public record.