Editing & Ordering Objections
With the release of SERFF 5.3, states have the ability to edit Objections within and Objection Letter and to determine the order in which Objections should appear in the letter.
Editing Objections
Objections may be edited while Pending or when they are part of a draft Objection Letter.
Pending Objections are those that are not part of an Objection Letter. They are displayed at the top of the Correspondence tab of the filing. To edit a Pending Objection, click the blue, underlined text for the Objection in the Comment column. The Objection will display in a new window. Click the "Edit" button near the bottom of this window, make the necessary changes, and click "Save". The Objection window will close and the user will be returned to the filing Correspondence tab.
To edit an Objection that is part of a draft Objection Letter, navigate to the Correspondence tab and click the blue, underlined link in the Status column for the Objection Letter that contains the Objection to be updated. Click the "Edit" button in the window that pops up. The Objection Letter will be put into Edit mode. Scroll down to the list of Objections included in this Objection Letter. Each will have a blue, underlined link. Click this link to open the Objection in Edit mode. Make the necessary changes and click Save. The user will be returned to the view of the Objection Letter showing the changes made. Repeat this process for any additional changes.
If an Objection Letter has been submitted to the industry, neither the letter nor the individuals Objections can be edited.
Ordering Objections
When building or editing a draft Objection Letter, the state has the option to choose and order the Objections to be included. Begin by clicking "Create Objection Letter" on the Correspondence tab or opening a draft Objection Letter and clicking "Edit." Scroll down to the label that says "Check the objection items you wish to send to the company." Underneath this label are two list boxes. On the left are Objections available for incorporation in the Objection Letter and on the right are the Objections already selected. Move Objections from one side to the other by selecting them and using the arrow buttons. Once the Objections have been moved to the right side, they can be ordered by selecting them and using the Up/Down arrows. The full text of any Objection can be viewed by selecting the Objection and clicking the View button. Only one Objection can be viewed at a time.
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The SERFF Help Desk is a great source of information.
Contact the SERFF Help Desk by calling 816-783-8500 or emailing serffhelp@naic.org.