Plans
What information is found on the Plans tab (prior to uploading the Plan and Benefits Template)?
Prior to uploading the Plan and Benefits Template, no fields are editable on the Plans tab.
What information is found on the Plans tab (after uploading the Plans and Benefits Template)?
Upon upload to the draft Binder, the following field data will be imported from the Plan and Benefits Template:
Standard Component ID Plan Name Metal Level Availability Unique Plan Design (indicator) For more information regarding uploading the Data Collection Templates, click here.
At any time after Binder Submission, a state user may update each Plan's State Status. If updated, the State Status will be viewable by the industry user.
Once the state has completed its review and submitted the closing Disposition, each Plan's Disposition Status will be viewable by the industry user.
After the state has submitted a Certification, a Plan will be indicated as Certified or Certification Denied (see the Icon Legend).
For more information regarding the Plans tab, please click here to view 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.