Rates & Forms

Insurance Sub-term

Commercial Lines Submission Requirements

Actuarial Memorandum

Include actuarial memorandum for all filings that include a rate component. The actuarial memorandum should be complete and demonstrate all rating changes.

Personal Lines Submission Requirements

Include actuarial memorandum for all filings that include a rate component. The actuarial memorandum should be complete and demonstrate all rating changes.

 

What's New? - Health

Mental Health Parity and Suicide Exclusions

Life Annual Reporting Requirements

Below is the annual Reporting Requirement. Please click on the link below to access instructions for completion of this report.
 
All Reporting requirements must be submitted to the Department via U.S. mail.  If you would like confirmation that the material has been received you must provide the following:
1. A copy of the submission
2. A self addressed envelope
 
If a copy of the report and/or a self addressed envelope is not included, you will not receive confirmation.
 

Health Annual Reporting Requirements

Below is a list of annual Reporting Requirements. Please click on the links below to access instructions for completing these reports.

Life and Annuity Contacts

Individual Life and Credit
Barbara Prentice
Rate and Form Analyst
(802)828-4848
 
Group Life and Annuities:
Phil Keller
Insurance Regulation Directory
(802)828-1464
 

Property and Casualty Contacts

Commercial Lines:
Rosemary Raszka
Rate and Form Analyst
(802) 828-1686
 
Pat Murray
Rate and Form Analyst
(802) 828-5795
 
Lisa Johnson
Rate and Form Analyst
(802) 828-3301
 

Life and Annuity Contacts

 
Individual Life and Credit
Barbara Prentice
Rate and Form Analyst
(802)828-4848
 
Group Life and Annuities:
Phil Keller
Insurance Regulation Directory
(802)828-1464
 

Health Contacts

Anna Van Fleet
Rate and Form Analyst
Anna.VanFleet@vermont.gov
(802)828-4843

Jamie Gile
Rate & Form Analyst
(802)828-1975

Emily Brown
Assistant Director of Rates and Forms
Emily.Brown@vermont.gov
(802)828-1425

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