Compliance School

Mastering the Mysteries: Product Rate, Rule, and Form Filing

Have you ever found yourself tuning out at the mention of SERFF? Or perhaps you’re not entirely sure how to distinguish between a proprietary form and a manuscript form. Do terms like “file and use,” “use and file,” “prior approval,” and “exempt” leave you puzzled?

If you’re ready to elevate your understanding, we have just the solution for you. After a sold-out debut in 2024, we’re pleased to announce the return of “Mastering the Mysteries: Product Rate, Rule, and Form Filing” in 2025.

This unique opportunity is crafted to unravel industry jargon, illuminate product development processes, and walk you through each stage of a filing’s journey—from its creation to its submission. More importantly, you’ll gain insight into expertly handling objections along the way.

When:
April 3-4, 2025

Where:
Baltimore Marriott Waterfront
70 Aliceanna Street
Baltimore, Maryland 21202

Registration Opens Soon!

Check Back Soon!

*When you go to reserve your room, you may notice that the passkey is listed under another group’s name. This is not a mistake – the AICP is actually sharing space with this other group and is able to offer a discounted rate to our attendees through this special passkey.

I encourage you to use this passkey when booking your room to ensure you receive the preferred AICP rate. The discounted pricing is only available through this exclusive passkey, so it’s important that you use it rather than booking directly through the hotel.

We are happy to provide any clarification needed to ensure you have a seamless hotel booking experience for the conference.

Registration Classification Price
Member – Industry $495
Non-Member -Industry $795
Member – Regulator $225
Non-Member – Regulator $225
Member – Student $100
Non-Member – Student $125
Registration Classification Price
AICP Member Complaint Handling School Registration Only $495
AICP Member Complaint Handling School Registration & Annual Conference Registration $1275
Non-Member Complaint Handling School Registration Only $795
Non-Member Complaint Handling School Registration & Annual Conference Registration (Includes 2025 Membership) $1950
AICP Member Regulator Complaint Handling School Registration Only $225
AICP Member Regulator Complaint Handling School Registration & Annual Conference Registration $450
Non-Member Regulator Complaint Handling School Registration Only $225
Non-Member Regulator Complaint Handling School & Annual Conference Registration $450
AICP Member Student Regulator Complaint Handling School Registration Only $100
AICP Member Student Regulator Complaint Handling School Registration & Annual Conference Registration $200
Non-Member Student Complaint Handling School Registration Only $125
Non-Member Student Complaint Handling School Registration & Annual Conference Registration $250
Tentative Agenda, Subject to Change

Thursday, April 3rd

12:00 pm – 5:00 pm

Registration

12:55 pm – 1:00 pm

Welcome

1:00 pm – 1:45 pm

Definitions and Terminology

1:45 pm – 2:45 pm

Product Development

2:45 pm – 3:00 pm

Refreshment Break

3:00 pm – 5:00 pm

Life Cycle of a Filing

5:00 pm – 6:00 pm

Opening Reception

Friday, April 4th

8:30 am – 9:00 am

Breakfast

9:00 am – 10:00 am

SERFF Modernization

10:00 am – 11:00 am

DOI Engagement Panel

11:00 am – 11:15 pm

Refreshment Break

11:15 am – 12:00 pm

COMPACT Filings

12:00 pm

Meeting Adjourns


Thanks our Key Industry Partners!

Visionary Partners

Filing Ramp

Martin & Company

Perr&Knight

Ambassador Partners

Verisk

Supporting Partners

AM Best

First Consulting and Administration

RIA