User Manual
Click on any of the links below to access the corresponding manual chapter.
| Introduction |
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Lesson 1
Description: In this lesson you will be given an overview of the SERFF Tracking Number, SERFF Billing, SERFF roles and the SERFF website. You will also find instructions on accessing SERFF and the browser configuration that is recommended for use with the application. Last Updated: November 2009: updates included minor corrections and clarifications to bring manual current with SERFF 5.8. |
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Lesson 2
Description: This lesson will focus on accessing SERFF and maintaining user preferences and other settings. Last Updated: February 2010: updates included section related to user request forms and other minor corrections and clarifications to bring manual current with SERFF 5.8. |
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Lesson 3
Description: This lesson concentrates on Filing Rules. Last Updated: November 2009: updates included minor corrections and clarifications to bring manual current with SERFF 5.8. |
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Description: This lesson covers the basic steps in preparing both a P&C and L&H filing. Last Updated: December 2009: updates included corrections and clarifications to bring manual current with SERFF 5.8. |
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Description: This lesson discusses the various types of Correspondence found within a SERFF filing, including Responses. Last Updated: February 2010: updates included section on Post-Submission Updates and other minor corrections and clarifications to bring manual current with SERFF 5.8. |
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Lesson 6
Description: This lesson covers the Search functionality of SERFF. Last Updated: January 2010: updates included corrections and clarifications to bring manual current with SERFF 5.8. |
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Lesson 7
Description: This lesson covers the use of Adobe Acrobat and SERFF standards for documents. Last Updated: July 2009: updates included minor corrections and clarifications. |
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Appendix I
Description: This lesson discusses the use of Data Hosters, the Export tool, and Reports. It also contains a glossary of SERFF terms. Last Updated: July 2009: updates included minor corrections and clarifications. |
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Appendix II
Description: This lesson covers the new v6.0 Plan Management functionality for industry introduced March 28, 2013. Topics include uploading templates and supporting documentation, correspondence, and submitting Qualified Health Plans (QHPs). Last Updated: March 2013: creation. |
| Complete Industry 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.