Data & Technology Solutions

Our web-based insurance applications were designed to help companies manage cost and become more efficient with everyday tasks.

Our cloud solutions provide our clients access to workflow tools, project tracking and years of competitive insurance information and industry data.

Over one million state rate and form filings just a click away at is our online database of insurance rate, rule and form filings for all 50 states, plus DC. This comprehensive online resource is very powerful and was established over 20 years ago and has become a very cost-effective option for carriers.
You will see more than the standard SERFF filing description that other sites offer. Our rate and form filing data examiners are all located in the U.S. and review every state insurance filing to capture searchable keywords. We understand important search words the industry typically looks for and build them into our filing descriptions.
Here are some of the highlights of
  • Single field search
  • Multi-level keyword search
  • Program level search
  • Robust filing description
  • One-Click download of complete filings
  • Does not contain duplicate “Group” filings so has less clutter
  • Visit for more information

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Bureau Monitoring ADVISOR (BMA)®

A workflow solution designed to manage the everyday tasks of monitoring insurance industry bureau circulars.

Bureau Monitoring ADVISOR (BMA)® was created to deliver a web-based interactive solution for monitoring Bureau Circulars. Our compliance and technology teams have spent years developing BMA in an effort to set new standards for companies that need a solution to manage and react quickly to action items issued by various rating bureaus.
We know firsthand how onerous and time consuming the process can be so we developed a user-friendly, cost-effective tool that has been referred to as a “valuable inventive product” for the industry.
BMA is definitely a game changer that allows you to define and track customized activities. It provides users the ability to run reports and measure various metrics.

Visit Bureau Monitoring ADVISOR (BMA)® for more information.

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Status Report ADVISOR (SRA)®

We have designed a powerful state filing tool that provides an advanced platform for carriers to track state approvals.

Martin & Company (M&C) has designed a user-friendly state filing tool known as Status Report ADVISOR (SRA)®. This secure web-based solution allows our clients to seamlessly track the activity of their state filing projects. SRA is an innovative solution to the industry that will improve efficiency and communication. This state filing platform was designed to support carriers, which will allow them to:
  • Track activity of all state filing projects managed by M&C
  • Capture valuable metrics
  • Eliminate e-mailing of approved state filings from a Third Party Filer and throughout the company
  • Keep your state filings organized in a single and secure repository
  • Provide access to non-SERFF users throughout your organization
  • Receive consolidated e-mail notification of status changes, i.e. approvals

SRA is updated on a daily basis exporting directly from SERFF. Once you have used SRA you will quickly understand why we built such a dynamic and inventive product.

Contact M&C today to see how  SRA can be integrated into your next state filing project.

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Customer Testimonials
“Awesome work!”— Conshohocken, PA