Rate data extraction

The FilingFocus Agent turns unstructured filing documents into CSV and Excel-ready outputs. It is particularly useful for rate tables, coverage limits and other tabular layouts that would be slow to recreate by hand.

• Extract rate data into a CSV

  Relativities, LCMs, base rates and factor tables, pulled from the filed pages into a spreadsheet.

• Keep the source

  Export fields with their source documents and page numbers.

• Current and historical manuals

  Every filed edition of a carrier’s manual, so a factor can be tracked back through each revision.

1. 1Start with a rate and rule search

   For example: “Find solar panel factors in personal property.”

2. 2Describe the rows and columns you want

   For example: tracking number, company, state, product, document name, factor or rule name, factor value and source excerpt.

3. 3Download the result

   The Agent returns the file with a preview and a Download button.

• Ask the Agent

  Ask for a CSV from the data already on screen, and the Agent decides which documents or results to use.

• /csv

  Choose the specific rows or documents to consider, up to 100, and add instructions describing exactly what the CSV should focus on.

• /export

  Download the current result table as it is, when the table is all you need.

• Filter by rate change

  Requested and approved overall change by carrier, state and line, with effective dates and disposition.

• Rate manuals

  Premium calculation, rating factors and territory definitions, including base rates and multipliers.

• Rule manuals and underwriting guidelines

  Eligibility requirements, class rates, credits and debits straight from the filed manual.

• Actuarial support

  The memoranda and indications filed behind a rate change.