SERFF Industry Manual
For your convenience, we’ve included not only the full SERFF Industry User Manual, but we’ve split it out by lesson for quicker review. Click the links below for the full manual or for individual lessons.
Industry User Manual
Lesson 1
- Description: In this lesson you will be given an overview of the SERFF Tracking Number, SERFF Billing, SERFF roles and the SERFF website. You will also find instructions on accessing SERFF and the browser configuration that is recommended for use with the application.
- Last Updated: April 2009; update included minor corrections and clarifications to bring manual current with SERFF 5.6.
Lesson 2
- Description: This lesson will focus on accessing SERFF and maintaining user preferences and other settings.
- Last Updated: April 2009; update included minor corrections and clarifications to bring manual current with SERFF 5.6.
Lesson 3
- Description: This lesson concentrates on Filing Rules.
- Last Updated: July 2009; update included corrections and clarifications to bring manual current with SERFF 5.6. Section on General Instructions was modified to show Field Based General Instructions.
Lesson 4
- Description: This lesson covers the basic steps in preparing both a P&C and L&H filing.
- Last Updated: July 2009; update included corrections and clarifications to bring manual current with SERFF 5.6.
Lesson 5
- Description: This lesson discusses the various types of Correspondence found within a SERFF filing, including Responses.
- Last Updated: July 2009; update included corrections and clarifications to bring manual current with SERFF 5.6. The section on Response Letters and Amendments was modified to reflect the changes to these processes as made in version 5.6.
Lesson 6
- Description: This lesson covers the Search functionality of SERFF.
- Last Updated: April 2009; update included minor corrections and clarifications to bring manual current with SERFF 5.6.
Lesson 7
- Description: This lesson covers the use of Adobe Acrobat and SERFF standards for documents.
- Last Updated: April 2009; update included minor corrections and clarifications to bring manual current with SERFF 5.6.
Appendix
- Description: This lesson discusses the use of Data Hosters, the Export tool, and Reports.
- Last Updated: April 2009; update included minor corrections and clarifications to bring manual current with SERFF 5.6.
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