SERFF is the most cost-effective and efficient way to submit rate and form filings to the states and jurisdictions. Skeptical? Download the Cost-Benefit Model, input your company data and see for yourself! 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 firstname.lastname@example.org.
Insurance Companies must "click" to accept the terms of the Electronic SERFF License Agreement. Contact the SERFF Sales & 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).
Third-Party Filers (TPF), Rating Organizations and Managing General Agents must complete the TPF License Agreement in order to license to use SERFF. Customers who've contracted with SPI/Tracker to use the Tracker software must complete a separate agreement. Please contact email@example.com to gain access to the appropriate license agreement.
To start the licensing process, complete the applicable electronic foms located below and send to firstname.lastname@example.org.
In addition to the implementation paperwork, new licensees will need to answer the following questions:
Standard licensees are automatically licensed to utilize EFT when the SERFF Electronic License Agreement is accepted and simply need to submit Forms A, B & C in order to complete the EFT license process. The forms can be emailed to email@example.com.
Third-Party Filers and Rating Organizations will still need to complete the Electronic Funds Transfer and Indemnification License Agreement (see link below) and submit the paperwork with an original signature or electronic signature in order to initiate the implementation process.
The state and industry EFT Implementation Guides below provide a full explanation of the EFT process.
The required paperwork with an original signature can be emailed to: firstname.lastname@example.org.
Click here to find out why SERFF users are encouraged to use EFT for SERFF filings.
EFT Forms and Exhibits