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 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: December 2021: updates. |
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Lesson 2
Description: This lesson will focus on accessing SERFF and maintaining user preferences and other settings. Last Updated: December 2021: updates. |
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Lesson 3
Description: This lesson concentrates on Filing Rules. Last Updated: December 2021: updates. |
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Lesson 4
Description: This lesson covers the SERFF Message Center, filing intake, and updating a filing. Last Updated: December 2021: updates. |
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Lesson 5
Description: This lesson discusses the various types of Correspondence found within a SERFF filing, including Objections Letters and Dispositions. Last Updated: December 2021: updates. |
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Lesson 6
Description: This lesson covers search, reports, and the Export Tool. Last Updated: December 2021: updates. |
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Lesson 7
Description: This lesson covers the use of SERFF for the tracking of filings received in paper. Last Updated: December 2021: updates. |
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Lesson 8
Description: This lesson discusses using SERFF for Public Access. Last Updated: December 2021: updates. |
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Lesson 9
Description: This lesson discusses using Adobe Acrobat. Last Updated: December 2021: updates. |
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Glossary
Description: This lesson contains a glossary of SERFF terms. Last Updated: December 2021: updates. |
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Appendix (State)
Description: This lesson covers the new v6.1 Plan Management functionality for states. Topics include reviewing templates and supporting documentation, correspondence, and transferring Qualified Health Plans (QHPs) and Qualified Dental Plans (QDPs). Last Updated: December 2021: updates. |
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Appendix (Industry)
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: December 2021: updates. |
| Complete State 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.