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 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 will be moving from a scheduled live monthly tutorial to an on-demand webinar beginning in February 2019. We plan to schedule some live tutorials throughout the year as well. Stay tuned for the upcoming on demand webinar!


Getting Started with SERFF Tutorial Schedule
All tutorials are scheduled 1:00 PM – 3:00 PM Central Time
January 24, 2019 February 21, 2019  


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.