Features

Group related filings into one Project.

PreFile Projects lets your team package policy forms, endorsements, dec pages, and amendments into a single filing workspace.

Project Capabilities

01

Unified

Group every document in a filing package — forms, endorsements, dec pages, amendments — into one Project workspace.

02

Cross-Referenced

PreFile analyzes documents in a Project together, flagging inconsistencies between forms that manual review would miss.

03

Trackable

See compliance status across every document, every state, in one view. Know what's ready to file at a glance.

04

Collaborative

Assign issues to teammates, leave notes for reviewers, and track resolution status — without leaving the Project.

See how it works

One filing package. One review. Every document connected.

Insurance filings rarely involve a single document. A typical submission includes the policy form, one or more endorsements, a dec page, and often amendments — each with its own requirements.

PreFile Projects treats them as one filing. Upload every related document, and PreFile reviews them as a package — catching internal inconsistencies, cross-referencing terminology, and delivering a single compliance status per state.

Project view
ProjectQ3 Auto Filing · 4 documents
📄 Notice of Cancellation
✓ Ready
📄 Dec Page
2 flags
📄 Endorsement 13
1 flag
📄 Driver Amendment
✓ Ready

PreFile Projects in Action

Multi-Form Filing
PreFile shows
"A quarterly filing package includes a policy form, three endorsements, and a dec page — reviewed together as one Project."↗ Q3 Filing · 5 documents
What you get
PreFile analyzes all five documents against every state's rules simultaneously. Flags include internal inconsistencies (like conflicting notice periods between forms) that single-document review would miss.
Quarterly Filing Cycle
PreFile shows
"Your team files similar packages every quarter across multiple states. Projects reuse configuration from previous cycles."↗ Recurring filing template
What you get
Duplicate a Project from last quarter, swap in the new documents, and PreFile applies the same state list, line-of-business filters, and reviewer assignments — cutting setup time to zero.
Cross-Team Collaboration
PreFile shows
"Two analysts and a filing manager work on the same package. Each has a defined role and clear ownership of issues."↗ Assigned issues, team activity log
What you get
Assign flagged issues to specific team members, track resolution, and see who accepted, ignored, or overrode each suggestion — all in one activity log per Project.

Upload your forms and we'll run them through PreFile. No commitment. No sales pitch. And no spam. Ever.

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