Fees, Supporting Documentation, and Company and Contact
What is new in Fees for Plan Management?
The Fees Tab allows the user to enter Fee information for each individual Plan. The Plans are identified on the Fees Tab by the Standard Component ID.
Note: To submit a Binder, all fees must be greater than $0.00 or 'Bypassed'. If a flat fee is charged, please review the state specific General Instructions for information on submitting fees.
What is new in Supporting Documentation for Plan Management?
To update Supporting Documentation, the Plan Binder must be in 'Edit' or 'Revise' mode.
Satisfy: The user may:
Upload one or more attachments. Upload one or more attachments and enter a comment. Click 'No Attachment Required' and enter a comment. Bypass: Click 'Bypass' and add a comment.
User Added Supporting Documentation: Click 'Add Supporting Documents' and complete the 'Name' field. After creating and naming the Supporting Documentation item, the user may:
Upload one or more attachments. Upload one or more attachments and enter a comment. Click 'No Attachment Required' and enter a comment. Note: Users must either click 'No Attachment Required' or upload an attachment before entering a comment.
What is new in Company and Contact for Plan Management?
The SERFF system will receive data feeds from both the NCQA and URAC accreditation entities. This data will be included on Plan Binders based on the NCQA or URAC IDs set up for the respective state in the company profile.
With the initial release on March 28th, this data is not yet available for loading into SERFF. Please ensure the NCQA and URAC IDs are correct on the company profile so the data will automatically populate on the Binder once it has been loaded into SERFF. It is anticipated that both the NCQA and URAC data will be loaded sometime during April. Authors on submitted Binders will be notified after the data has been loaded so they can verify the data.
For additional information regarding Fees, Supporting Documentation, or Company and Contact, please click here to review the SERFF User Manual.
Didn't find what you needed here?
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.