First Time Filers Checklist
The Insurance Compact Office has a new tool available on the Insurer Resources page of the website – First Time Filer Checklist. This new tool is geared to new company filers though even experienced filers may appreciate the refresh on available resources. If one is new to using SERFF or specifically the Compact filing process, this checklist will help you understand the processes of the Insurance Compact and therefore streamline the review process and avoid commonly issued objections.
The First Time Filer Checklist covers how to successfully submit your product filings with the Insurance Compact from setting up your SERFF instance, to our Pre-Filing Communication process, to creating and submitting your Compact filing with applicable filing fees.
As a part of the Strategic Plan, the Insurance Compact Compass, the Insurance Compact Office held a Focus Group to identify informational needs and improvements to the website. This checklist was a suggestion made during that Focus Group.
We hope you find this First Time Filer Checklist is a succinct tool listing key resources in an easy-to-use format. If you have any questions about filing with the Compact or the new checklist, please contact the Insurance Compact Office.
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