Utilizing the hosting capabilities at the NAIC retains your filings that may be marked for removal by states using the State Data Retention (SDR) feature. It also provides several benefits including the ability to create paper filings and the convenience of having a single site to log in to in order to see both electronic and paper filings, to do data exports and run reports.

The NAIC had an opportunity to reduce the complexity of SERFF’s architecture, which also means a reduction in support and maintenance efforts for the services the NAIC currently provides to the data hosting vendors. This option was a chance to reduce complexity and increase focus on other areas without reducing the benefits the companies receive.

No. It is an optional service. If you do not want to have your data hosted any longer, that is OK. When a state marks a filing for removal (as part of their records retention policy) users in your company with the appropriate role will receive a message with a link to the filing the state has marked for removal. You will then have at least 90 days to move a copy of that filing to some other storage mechanism (maybe a network drive in your company) before it gets removed from the SERFF database. If you host, you do not lose that filing. That is the main difference between hosting and non-hosting.

States using the state data retention feature in SERFF can mark filings for removal from the database. If they mark your filings and you are not hosted, those filings will be removed, and you will no longer have access to them. If you remain a hosted customer, we will remove the state’s access to the filings but preserve your company’s access so that you can keep the filings in the NAIC database for tracking and historical purposes.

Pricing is on a per-instance basis, based on the number of filings in each hosted instance on November 1st of each year. Specifics of the fee structure, as well as the Data Hosting License Agreement can be found at www.serff.com/serff_data_hosting.com. If you have any further questions regarding pricing or licensing, please contact SBIrequests@naic.org

Yes. These are two separate services: the SERFF Integration Services (SIS) are a set of automated REST services that a company can license (fee required) if they want to pull data from SERFF for use in a back-office system. SIS requires the company to have programming resources as you will have to write services to use SIS. NAIC Data Hosting allows you to keep your filing data in the NAIC SERFF database instead of pulling that data into your own system. These services can be used together if the customer so desires.

SBIrequests@naic.org