Property

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Property Casualty 2008Compliance Conference
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Fun With SERFFFeatures and Enhancements
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SERFF Fun Facts

• SERFF is celebrating its 10-year Anniversary in
  2008!
• Monthly Transaction Record March, 2008
  64,019 filings
• Daily Transaction Record March 26, 2008 4,237
  filings
• 52 states and jurisdictions accept most, if not
  all, lines of business via SERFF.
• 23 of the 33 states that require state filing
  fees accept EFT. Four of those states REQUIRE
  EFT for payment of state filing fees, with an
  additional state to require EFT on 1/1/09.

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SERFF Fun Facts

• Over 3,000 companies, consulting firms, rating
  organizations and more are licensed to use
  SERFF.
• SERFF Mandate States 13
• Georgia 1/1/07 (PC only)
• South Dakota 5/1/07
• Iowa 7/1/07 (EFT)
• Utah 7/1/07 (Electronic Filings)
• District of Columbia 10/1/07
• Rhode Island 10/1/07 (EFT)
• Alabama 11/1/07
• Delaware 11/1/07
• Minnesota 1/1/08 (EFT)
• New Hampshire 1/1/08 (EFT)
• Colorado 1/1/08
• Kansas 1/1/09
• Massachusetts 1/1/09 (EFT)

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SERFF Fun Facts
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SERFF Enhancements balance of 2008

• Two releases scheduled for balance of 2008.
• 5.5 tentatively to production in July.
• 5.6 tentatively to production in December.

• 5.5 Basic Overview
• Submission Requirements Report
• Subscription Module
• Public Access setting for Schedule Item versions

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SERFF Enhancements balance of 2008

• 5.6 Goal Enhancements
• Post Submission Update of Rate Data Fields
• Field Based General Instructions
• State Reports
• Response Redesign

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SERFF Tips Tricks

• Filing Rules
• My Workfolder
• Message Center
• Responding to Objection Letters
• Search Export

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FILING RULES
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MY WORKFOLDER
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MESSAGE CENTER
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RESPONDING TO OBJECTION LETTERS
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SEARCH EXPORT
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39 Fields in Quick Export
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QUESTIONS?COMMENTS!SERFFHelp_at_NAIC.ORG(816)
783-8990
RACHEL ASBURY

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