| Accident | Individual Accident or Accidental Death and Dismemberment Checklist | Group accident or Accidental Death and Dismemberment Checklist |
| DBL Coverage | Statutory Disability Benefits Law (DBL) Coverage Checklist for SERFF Filings | Group Disability Benefits Law (DBL) Coverage Checklist |
| Dental | NYSOH and Pediatric Dental EHB Certified Individual Stand-Alone Dental | NYSOH and Pediatric Dental Group Checklist |
| Large Group and Non Pediatric Dental EHB Certified Small Group Dental | Large Group and Non Pediatric Dental Group Checklist |
| Disability Income | Disability Income Checklist | Group Disability Income Checklist |
Disability Income (Business Overhead) Checklist Disability Income (Business Overhead) Outline | |
| Electronic Applications | Electronic Applications Supplemental Worksheet | Electronic Applications Group Checklist |
| Hospital Indemnity | TBA | TBA |
| Long Term Care | Long Term Care – non-Partnership (Tax-Qualified) Checklist Long Term Care – non-Partnership (Tax-Qualified) Outline | Group Long Term Care Checklist |
Nursing Home and Home Care (Tax-Qualified) Checklist Nursing Home and Home Care (Tax-Qualified) Outline | Group Nursing Home and Home Care Checklist |
| Medical | Comprehensive Health Insurance - Large Group Commercial Insurers, Article 43 Corporations, and HMOs | Group Comprehensive Health Checklist |
| Individual Marketplace Checklist | |
| Off Exchange Checklist | Group Off-Exchange Checklist |
| Medicare Supplement Checklist | Group Medicare Supplement Checklist |
| Specified Disease | Specified Disease – Non-Recurring (Lump Sum) Checklist | Group Specified Disease Checklist |
| | Specified Disease – Recurring (Conditions Benefits on Ongoing Treatment) Checklist | In progress |
| Stop Loss | Stop Loss Insurance | Group Stop Loss Checklist |
| Student Health | Student Accident and Health Insurance Checklist | Group Student Accident and Health Insurance Checklist |