SERFF now has an on-demand video tutorial! This tutorial is required for new SERFF users and is also available to current SERFF users that would like a refresher. If you'd like to watch the on-demand tutorial, please email

SERFF users also have several other learning opportunities available to them, such as the help documentation and tutorials within the application. The SERFF Product Support team also offers a live quarterly tutorial that covers 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 bringing 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

Getting Started with SERFF is a tutorial designed to educate new SERFF filers going through the licensing process on the fundamentals of SERFF and is required for new SERFFers. We have an on-demand video tutorial available, and also offer quarterly live tutorials. Please be sure to indicate on your Implementation Paperwork which tutorial you prefer, and your Product Specialist will send over the appropriate information once the paperwork has been received.


Getting Started with SERFF Tutorial Schedule
February 12 at 1:00 - 3:00 PM CST May 7 at 1:30 - 3:30 PM CST
August 4 at 1:30 - 3:30 PM CST November 5 at 1:00- 3:00 PM CST


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.