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It is common for insurers to base new forms and products on previously approved filings. The Compact Office always prefers to be advised early that a form or feature is substantially similar to a previously approved version from the same insurer or a competitor. The review team uses this information to research and compare among filings. Consistency is a core value of the Compact Office.

When filing form language or benefit features that are substantially similar to approved forms or features, best practice is to communicate that along with the tracking information the approved language or feature appear in as part of the Filing Description appearing under the General Information tab.  This applies whether the form or feature was approved with a different filing company.  Identifying substantially similar form language or benefit features provide review efficiency and eliminates potential compliance issues.