Self Service User Management

Login Improvements with Okta

To improve both security and user experience, SERFF is transitioning to Okta, a secure Single Sign-On (SSO) platform with built-in Multi-Factor Authentication (MFA). Beginning in late summer, users will start moving to the new login experience, which will simplify access across SERFF and other authorized NAIC systems while providing enhanced account protection.

One Secure Login

All your SERFF usernames will be consolidated under a single Okta ID, eliminating the need to manage multiple login credentials and creating a more streamlined sign-in experience.

Stronger Security

Okta's Multi-Factor Authentication (MFA) provides an additional layer of protection for your account, helping keep your information secure even if your password is compromised.

Simplified Access

A single Okta login will provide access to both legacy and modernized SERFF, as well as other NAIC-authorized systems connected through Okta, making it easier to navigate between platforms.

Activate Your Okta Credentials to Avoid Disruptions

During the transition, both the existing SERFF login and the new Okta login will remain available for a limited time to ensure a smooth migration. All active users were issued Okta credentials on February 28 and should activate their accounts as soon as possible to avoid disruptions. If you did not receive your credentials or need assistance with your Okta account, please contact help@naic.org.

Self Service User Management

The first release of the modernized SERFF platform will feature a new self-service user management module designed to streamline and simplify the process of managing user accounts. This feature allows authorized users to create and update accounts for their company or state. The module will eventually eliminate the need for requests to the NAIC Service Desk. Authorized users can create new accounts, change roles and permissions, or deactivate accounts. The module supports access management for both the SERFF Legacy platform and the new modernized platform.

The rollout plan includes onboarding all existing, active users to the NAIC's single sign on system, called Okta. In the weeks leading up to the release, the project team will send additional information about the transition to Okta and self-service.

This self-service capability is expected to enhance efficiency and user satisfaction by providing a more intuitive and autonomous user management experience, The implementation of the self-service module will be carried out in waves, with the timing and size of each wave adjusted based on production performance and user feedback.