The Division utilizes the National Association of Insurance Commissioners (NAIC) System for Electronic Rate and Form Filing (SERFF) in the review of life and annuity, property and casualty, and individual accident and sickness rate, rule and form filings.
The SERFF login page may be accessed here at: SERFF.
For the most current filing instructions, status requests, general inquiries or assistance in preparing a filing for submittal, please see the General Filing Instructions for Massachusetts on SERFF.
If additional assistance is needed please consider contacting Sheri Cullen, Director, Policy Form Review at sheri.cullen@mass.gov.
Checklists have been developed to assist you in ensuring that policy forms comply with applicable statutes, regulations and bulletins.
A completed checklist is required for each form filing. A checklist is considered complete when the page and paragraph of each provision demonstrating compliance is documented. If an item on the checklist is not applicable, please provide an explanation either on the checklist or within section 15 of the UTD.
Compliance Checklists and Filing Guidance
Filers can also reference various Filing Guidance Notices at the above link. Filing Guidance Notices elaborate on specific compliance issues or topics. They are intended to clarify issues and provide more detailed filing instructions.