SERFF - Providing flexibility, promoting uniformity / NAIC National Association of Insurance Commissioners
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SERFF License Agreements

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, 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 the SERFF Sales & Marketing Team to gain access to the appropiate license agreement.

Licensing Forms

Please review the information on the Getting Started page before completing any of these forms. Please call (816) 783-8787 for more information.

Standard Licensee Paperwork
Standard Licensee Implementation Paperwork
Standard Licensee Authorized Company List

Non-Standard Licensee Paperwork (Third-Party Filers, Rating Organizations and Managing General Agents)
Non-Standard Licensee Implementation Paperwork
Non-Standard Licensee Authorized Company List

Additional Documents
Electronic SERFF License Agreements – Agreement Wording

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