SERFF users have several learning opportunities available to the them. Aside from help documentation and on-demand tutorials within the application, the SERFF Marketing and Implementation team offers a brief monthly tutorial over basic SERFF functionality. NAIC Education and Training also offers a 3-day in-depth SERFF Training for a hands-on experience in learning SERFF.


SERFF and NAIC Education & Training are brining SERFF Training directly to you in a live, online format. This training is offered by NAIC staff with more than 13 years’ experience in training SERFF to all state and industry users.

This NAIC instructor-led course is designed specifically for industry personnel associated with submitting electronic filings with the SERFF system. This hands-on training will enable you to better understand the SERFF application and the filing process.

Multiple sessions are available. To see the current SERFF Training schedule and get registered, click here.

Getting started with serff tutorials

Each month the SERFF Marketing and Implementation Team presents Getting Started with SERFF, a tutorial designed to educate new SERFF filers going through the licensing process on the fundamentals of SERFF. The tutorial is free, but there is a fee for the conference call.

To register to attend, please email your chosen tutorial date and your licensing paperwork if you are implementing a new account or your SERFF instance name if you are current user. Once registered, webinar and call-in information will be emailed out a week prior to the tutorial.


Getting Started with SERFF Tutorial Schedule
All tutorials are scheduled 1:00 PM – 3:00 PM Central Time
January 18, 2018 May 17, 2018 September 20, 2018
February 15, 2018 June 21, 2018 October 18, 2018
March 15, 2018 July 19, 2018 November 15, 2018
April 19, 2018 August 16, 2018 December 5, 2018


Getting Started with SERFF tutorials are not intended to demonstrate the Health Insurance Exchange (HIX) Plan Management functionality for Health Plan submissions. Click here for on-demand Plan Management tutorials.