[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-245207-105":53,"doc-detail-245207-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","statement-of-intent-template-instructions-create-and-use-templates-for-the-soi-schedule","Statement of Intent Template Instructions - Create and Use Templates for the SOI Schedule","","Instructions explain how to use SERFF Templates to reduce manual data entry when completing the Statement of Intent Schedule for mix-and-match filing submissions with the IIPRC. The document covers creating a Statement of Intent Template, populating the SOI schedule manually using template-derived schedule items, and automatically uploading SOI data via a provided Excel SOI Template. It also details how to save, edit, copy, delete, and import templates, including constraints around state lines and upload timing.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/statement-of-intent-template-instructions-create-and-use-templates-for-the-soi-schedule/245207/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/statement-of-intent-template-instructions-create-and-use-templates-for-the-soi-schedule/245207.png","ImageObject",442,249,{"name":88,"@type":89},"Dozel","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"How do industry filers create a Statement of Intent Template in SERFF?","Question",{"text":109,"@type":110},"Go to the Templates tab, start a new template, select the Business and Schedule Type, enter the Schedule Template Name, and proceed through the template creation steps in SERFF.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What are the steps to populate the SOI schedule using a template manually?",{"text":114,"@type":110},"Add a single SOI item or add multiple items at once, then select the state(s) and enter the required data so each SOI line item is created and saved.",{"name":116,"@type":107,"acceptedAnswer":117},"How does the automatic Excel upload for the SOI schedule work?",{"text":118,"@type":110},"Download the provided SOI parsing Excel template, complete required fields such as Insurer Name and SERFF Template Name, use correct state abbreviations without skipping lines, then upload the saved Excel template into the SOI Schedule and ensure line items are created and saved.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},245207,1791430300,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":73},962085662650,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","SERFF provides helpful tools to minimize the data entry required to input information into the Statement of Intent Schedule for mix-and-match filing submissions with the IIPRC.  \nThe use of Templates allows industry filers to create reusable Schedules containing Statement of Intent information. A Template can be attached to any draft filing. Once attached to a filing, a Schedule Item created from a Template is identical to any other Schedule Item. It can be edited prior to submission and will appear in the same manner as other Schedules Items at both the state and industry level.  \nAs of November 1, 2012, industry filers can also create, save and modify an Excel file (in the format provided by SERFF) that can be automatically uploaded into the Statement of Intent Schedule using the Template functionality (see Using the Template to Automatically Upload to the SOI Schedule below) . The Excel file format can be found on the Insurance Company Resources web page of the IIPRC website, [http://www.insurancecompact.org/industry_resources.htm](http://www.insurancecompact.org/industry_resources.htm), or in the IIPRC’s General Instructions or SERFF Online Help both within SERFF.  \nStatement of Intent Template  \nHow to Create a Statement of Intent Template  \n1. Click on the Templates tab.  \n2. Click on the  button.  \n3. Select the Business and Schedule Type.  \n4. Click the  button.  \n5. Enter the Schedule Template Name.  \nHow to Use Templates to Populate the SOI Schedule  \n1.  Using the Template to Manually Build the SOI Schedule  \na. To add a single Statement of Intent schedule item, click  . Select a state from the dropdown and enter data as needed.  \nb. To add multiple Statement of Intent schedule items at the same time, click  . Enter data as needed; select the states to insert the data for, and how many SOI line items to add for each state.  \n2. Using the Template to Automatically Upload to the SOI Schedule.  \na. SERFF now allows Compact filers to complete or download information into an Excel spreadsheet, save the Excel spreadsheet as a Template and then upload the Template into the SOI Schedule.  \nb. Download the Excel file(SOI Template) which can be retrieved in the General Instructions for the Insurance Compact (“SOI_Parsing_TemplateFinal.xls) or on the Insurance Company Resources page of the Insurance Compact website at [http://www.insurancecompact.org/industry_resources.htm or](http://www.insurancecompact.org/industry_resources.htm or) in SERFF Online Help by clicking on Help > Help Topics > Interstate Compact> .  \nc. Complete the Excel spreadsheet (a filer can program its back-office system to populate the pre-formatted spreadsheet)  \ni. Complete the‘Insurer Name’and ‘SERFF Template Name’fields.  \nii. Enter the state abbreviation. In order to correctly upload, the state abbreviation must be used and do not skip lines between states or line entries.  \niii. Enter the Form Number.  \niv. Select the Tracking Number type from the drop-down list found in the first column under the ‘Tracking Number’header.  \nv. If a corresponding Tracking Number has been identified, enter the number in the second column under the‘Tracking Number’header.  \nvi. Select the Regulatory Method type from the drop-down list in under the ‘Regulatory Method’column header.  \nvii. Select the Date type from the drop-down list found in the first column under the ‘Date Legally Implemented’header.  \nviii. If a corresponding Implementation Date has been identified, enter the date as mm/dd/yyyy in the second column under the‘Date Legally Implemented’ header.  \nix. Enter a Document Name/Description.  \nx. Enter Comments, if any.  \nxi. Repeat for all SOI lines. Do not skip lines and do not leave the Template until each SOI line item has been created and saved!  \nc. Save the Excel document as a Template.  \nd. To automatically upload the Template from an Excel file, click  .  \ni. When uploading, do not leave the Template until each SOI line item has been created and saved. ","cbCaiaZK5pGMl2U9","https://ap.wps.com/l/cbCaiaZK5pGMl2U9","pdf",491165,6,"English","# Statement of Intent Template\n## How to Create a Statement of Intent Template\n## How to Use Templates to Populate the SOI Schedule\n## Using the Template to Manually Build the SOI Schedule\n## Using the Template to Automatically Upload to the SOI Schedule\n## How to Save, Edit, Copy, Delete and Import Templates","[{\"question\":\"How do industry filers create a Statement of Intent Template in SERFF?\",\"answer\":\"Go to the Templates tab, start a new template, select the Business and Schedule Type, enter the Schedule Template Name, and proceed through the template creation steps in SERFF.\"},{\"question\":\"What are the steps to populate the SOI schedule using a template manually?\",\"answer\":\"Add a single SOI item or add multiple items at once, then select the state(s) and enter the required data so each SOI line item is created and saved.\"},{\"question\":\"How does the automatic Excel upload for the SOI schedule work?\",\"answer\":\"Download the provided SOI parsing Excel template, complete required fields such as Insurer Name and SERFF Template Name, use correct state abbreviations without skipping lines, then upload the saved Excel template into the SOI Schedule and ensure line items are created and saved.\"}]","Statement of Intent Template Instructions - Create and Use Templates for the SOI Schedule | PDF",1789226247]