Credit Union Fintech: FilingMate

FilingMate is a Software as a Service (SaaS) platform for insurance companies to find, manage, complete, and submit regulatory filings.

Insurance carriers, agents, and producers deal with mountains of regulations. As a result, they have quite the burden as far as paperwork is concerned. That could include:

  • Licensing of an agent or agency
  • Incorporation for setting up new agencies
  • Related filings for state insurance or other regulatory bodies

For credit unions who provide insurance, this kind of regulatory management software represents the end to several headaches.

FilingMate removes a lot of the tedious, manual input required in filling out multiple regulatory documents. Automating portions of the process with auto-form population takes out a lot of guesswork and the risk of human error.

Finally, FilingMate helps with review and submittal. Users can rest easier knowing who did what and when. Plus, using e-signatures ensures that documents that must be approved across several departments don’t get caught up while waiting for signatures.


Top 3 Problems solved:

  1. Simplifies the regulatory process
  2. Determines which forms are required for each regulator
  3. Auto Fills forms based on prior information


FilingMate Founder: Scott Soderstrom

Scott worked in a variety of operating roles, usually (but not always) related to accounting or finance. Recently, Scott has spent time raising capital, building decks, setting up operations, recruiting and then managing people/teams, and occasionally, building product. Scott also mentors individuals and teams and occasionally invest in early stage companies through NextGen Venture Partners or the University of Notre Dame.


FilingMate Market Strategy

Insurance companies, agents, and providers


Credit Union Fintech: FilingMate in the News

An overview of the FilingMate platform

FilingMate accelerates the regulatory filing process


Interested in seeing more fintech entrepreneurship? Check out the CU 2.0 fintech infographic, Death by 1,000 Cuts. You can see firsthand the impact fintechs have had on the credit union industry, as well as how fintech innovation can improve your income statement, balance sheet, interest margin, services, and more.

Credit Union 2.0 believes fully in the power of credit union and fintech partnerships. With the shared goal to redefine multifaceted financial services models look like to members, more credit unions are looking to partner with forward-leaning fintechs.

If you want to learn more about credit union–fintech partnerships, click here.