Tips for New Filers

We have noticed a significant number of new filers to SERFF and Compact. We look forward to working with you! This week we are highlighting resources for new filers so that you can submit a filing seamlessly and help remove some of the guesswork. 

If you visit our website and select the Industry Resources tab, you will find a treasure trove of helpful information like the Filing fee Schedule – both the Compact and State, Mix and Match, Filing Information Notices (FINS), and Webinar Recordings. Some of the most helpful tabs are the:

  • Resources for New Filers- you will find a First Time Filer Checklist along with links to SERFF filing access.
  • Creating a Compact Filing- you will find step-by-step instructions on how to create a Compact Filing and a Best Practices Checklist. You will also find our Pre-Communication Form to help resolve product questions before submitting the filing.
  • Filing Reference Materials- contains adopted and available Uniform Standards and TOI matrix.

SERFF also has an Industry Manual that walks through all of their filing functions. You are able to reach them at Phone: 816-783-8500; Email: for any technical issues.

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