SERFF is the most cost-effective and efficient way to submit rates and forms filings to the states and jurisdictions. Outside of training or the tutorial and the possibility of using a data hoster, you will only need an Internet Browser and Adobe Acrobat or a PDF producer to submit filings with SERFF. There are no licensing fees to use SERFF. If you have any questions, feel free to contact SERFF Implementation & Marketing at (816) 783‑8787 or serffmktg@naic.org.
Insurance Companies must "click" to accept the terms of the Electronic SERFF License Agreement. Contact the SERFF Marketing Team to initiate the license process and gain access to the Electronic SERFF License Agreement. The agreement wording can be reviewed and printed for your records (see link below).
To start the licensing process, complete the applicable electronic foms located below and send to serffmktg@naic.org.
Licensing Forms
Licensee PaperworkAdditional Documents
In addition to the implementation paperwork, new licensees will need to answer the following questions:
1. How will you pay for your SERFF transaction fees?2. When will you complete SERFF training?
3. Will you need to pay your state filing fees electronically using Electronic Funds Transfer (EFT)?
