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Texas Department of Insurance
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Policy Count Report instructions

January 2024

Read these instructions and the definitions at the end of this document before completing the Texas Policy Count Report (online application).

  • Complete the form at the Policy Count application and provide a count of policies in force on December 31, 2023.
    Title insurers: See special instructions under “Lines of coverage” below.
  • You will need access to the online application, if don’t already have, as well as an up-to-date web browser.
  • If you have problems accessing the form through your browser, try using another browser.
  • If you are unable to access the form, email TexasPolicyCountExhibit@tdi.texas.gov.

Entering data in the form and submitting the filing:

  1. Log into the Online Application
  2. On the dashboard select the company you need to provide data for by selecting the “Fill out report” button.
  3. Enter the required fields.
    • Check box – If your company had no coverages of any type in force in Texas on December 31, 2023, check the box next to “No coverages in force in Texas on December 31, 2023.”
    • Lines of coverage – Enter numerical values for policies in force on December 31, 2023, for each line of coverage your company is authorized to write (see the “Definitions” section at the end of this document).

      Special instructions for title insurers: Enter the total number of policies written during 2023, 2022, 2021, 2020, and 2019. This figure is required instead of a count of policies in force on December 31, 2023.

  4. Make changes to any of the Auto-populated fields
    • First name, Last name, Email, Title (optional), Phone, Phone Extension (optional)
  5. After you have completed and submitted the form, you may:
    • Fill out report– Fill out and submit any additional companies from your list.
    • Edit report – If the status is Pending TDI approval of your report you can go back and make any changes.
    • View Report – View a report submitted and approved by TDI. No changes can be made at this point.
    • Follow up and questions – After you submit the policy count form and if the policy count application doesn’t answer your question, you can send an email:

      To:  TexasPolicyCountExhibit@tdi.texas.gov

      Subject:  2023 Texas Department of Insurance Policy Count Exhibit

Other instructions:

  • If you need to submit a corrected filing and the submission has already been approved, email us with the subject line in the email to note that it is a corrected filing and tell us in the body of the email
  • Email TexasPolicyCountExhibit@tdi.texas.gov, if you are unable to submit through our online application to request a PDF version of the form.

Definitions

These definitions may be different from the definitions used for other data requests.

Lines of coverage

  • Life – All forms of coverage on the life of a person (whole, universal, term, credit, etc.).
  • Annuities – Fixed and variable annuities.
  • Medicare supplement/select – All contracts providing health benefits or services to fill the gaps in the protection provided by Medicare.
  • All other health and accident – All contracts providing or arranging for health care services or covering or indemnifying health care expenses (indemnity/insurance), including disability, credit health/accident/disability, HMO and other managed-care contracts, and long-term care contracts, other than Medicare supplement or Medicare select.
  • Personal motor vehicle – All personal automobile policies covering any type of vehicle, including policies written by assignment through the Texas Automobile Insurance Plan Association (TAIPA).
  • Commercial motor vehicle – All motor vehicle coverages other than those issued under personal automobile policies, including policies written by assignment through TAIPA.
  • Dwelling – All forms of homeowners, renters (tenant), and dwelling fire coverage.
  • Workers’ compensation – Policies issued to employers that indemnify employees for health care expenses or their loss of income resulting from injuries sustained within the course and scope of their employment.
  • Other property, casualty, surety, or title – All captioned lines, including credit property and credit involuntary unemployment, and farm owners and ranch owners. Exclude motor vehicle, dwelling, and workers’ compensation, as described above.

Policies, contracts, and certificates

  • Individual policies/contracts – All policies and contracts not issued to or through a group.
  • Group contracts (master contracts) – All group policies or contracts issued to groups having members (or certificate holders) in Texas.
  • Group certificates – The number of Texas members (or, for HMOs, subscribers) covered under any group contract.

 

For more information, contact TexasPolicyCountExhibit@tdi.texas.gov

Last updated: 1/2/2024