Insurance

Automate insurance rate filing across 50 states with confidence

Q: How does Process Street help with multi-state rate filing?

We orchestrate the entire filing lifecycle, from actuarial model approval through state submission and DOI correspondence, across all jurisdictions in a single, auditable platform.

Q: Can I track filing status across all 50 states in one place?

Yes. Process Street gives you real-time visibility into submission status, approval timelines, objections, and revision history for every state, all in one dashboard.

Q: How does this handle state-specific filing requirements?

Workflows use conditional logic to adapt to each state's unique requirements. Whether a state requires prior approval, file-and-use, or grouped product filings, the workflow enforces the correct process automatically.

Q: What happens when a DOI rejects a filing?

The platform automatically routes corrective tasks to the original actuarial and product teams, with the DOI's specific objection and all original filing context attached. No manual reconstruction required.

Q: Is this secure for sensitive actuarial and regulatory data?

Yes. Process Street is SOC 2 Type II and ISO 27001 certified. All data is encrypted, access-controlled, and your data is never used to train AI models.

Q: Do I need IT resources to set up or update filing workflows?

No. Process Street is fully no-code. Compliance and operations teams can build, modify, and manage rate filing workflows without engineering involvement.

Process Street helps P&C carriers orchestrate rate filings, enforce multi-state compliance, and eliminate the operational bottleneck between actuarial insight and regulatory execution.

Last updated: March 31, 2026

Get started Contact sales

P&C insurance team managing rate filings across 50 states

Trusted by more than 3000 companies

From pricing model to approved filing, one platform

Rate filing is one of the most complex operational challenges in insurance. Every state has different requirements, timelines, and approval processes. Process Street turns this fragmented, manual lifecycle into a structured, auditable workflow that compresses turnaround from months to weeks.

See it in action

Multi-state rate filing orchestration

Manage filings across all 50 states from a single platform. Track submission status, approval timelines, DOI correspondence, and revision history with full visibility across every jurisdiction.

Get started

Actuarial-to-filing handoff automation

Eliminate email-based handoffs between Actuarial, Legal, Compliance, and Product teams. Every rate change flows through a structured workflow with clear ownership, deadlines, and documentation requirements.

Get started

DOI objection & revision management

When a Department of Insurance returns an objection, Process Street automatically routes corrective tasks back to the right actuary and product manager with the original context attached. No more reconstructing threads from forwarded emails.

Get started

State-specific compliance logic

Build workflows with conditional logic that adapts to each state's unique requirements. Prior approval states, file-and-use states, and everything in between are handled with the right steps, forms, and approvals for each jurisdiction.

Get started

Filing documentation & evidence collection

Every actuarial approval, legal sign-off, and DOI interaction is logged with timestamped records. When an auditor requests documentation for a rate decision, the complete history is available in minutes, not weeks.

Get started

Filing documentation & evidence collection

Meet Cora:
Your AI regulatory compliance agent

Cora monitors regulatory updates, flags impacted workflows, and keeps your filing procedures aligned with the latest state requirements — automatically.

Monitors regulatory updates Automatically tracks state-level regulatory changes that could impact your rate filing procedures.
Flags impacted workflows Alerts your team when regulatory changes require updates to existing filing workflows.
Routes corrective tasks Assigns remediation tasks to the right actuary or compliance owner with full context attached.
Keeps procedures current Ensures your filing workflows stay aligned with the latest state requirements without manual reviews.

With Cora, your rate filing compliance becomes proactive, not reactive.

Discover how Cora works

Compliance calendar & deadline tracking

Never miss a filing deadline. Automate recurring tasks for rate reviews, annual filings, and regulatory submissions across all active states and product lines.

Get started

Cross-departmental visibility & reporting

Give compliance leaders a single view of which states have been filed, which are pending review, and which require action. Eliminate spreadsheet tracking and reduce the proof gap between policy and execution.

Get started

Cross-departmental visibility & reporting

Rate model version control & audit trails

Track every version of rate models, supporting documentation, and approval chains. Maintain a continuous audit trail that proves regulatory procedures were followed at every step.

Get started

Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street help with multi-state rate filing?

Can I track filing status across all 50 states in one place?

How does this handle state-specific filing requirements?

What happens when a DOI rejects a filing?

Is this secure for sensitive actuarial and regulatory data?

Do I need IT resources to set up or update filing workflows?

Unwavering security & compliance

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results