General Information Tab

In this series of weekly tips, we are sharing key pointers from the Compact’s Spring Webinar Series, which worked through the sections of a SERFF filing. We are breaking these pointers down into quick summertime reads to reinforce best practices.

General Information tab:

  • This information should include, but is not limited to, the target market, issue ages, and purpose of or benefits provided by the forms. 
  • Address whether the forms replace already approved forms or are similar to already approved forms.
  • Do not submit a separate document as your cover letter under Supporting Documentation. The Filing Description is to serve as your cover letter. 

If you have any questions regarding this Weekly Tip or about filing with the Insurance Compact in general, please contact the Insurance Compact Office.

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