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Self Service User Management

The first release of the modernized SERFF platform will feature a new self-service user management module designed to streamline and simplify the process of managing user accounts. This feature allows authorized users to create and update accounts for their company or state. The module will eventually eliminate the need for requests to the NAIC Service Desk. Authorized users can create new accounts, change roles and permissions, or deactivate accounts. The module supports access management for both the SERFF Legacy platform and the new modernized platform.

The rollout plan includes onboarding all existing, active users to the NAIC's single sign on system, called Okta. In the weeks leading up to the release, the project team will send additional information about the transition to Okta and self-service.

This self-service capability is expected to enhance efficiency and user satisfaction by providing a more intuitive and autonomous user management experience, The implementation of the self-service module will be carried out in waves, with the timing and size of each wave adjusted based on production performance and user feedback.