Document-first workflow
Work directly in your Word documents. Our tools surface guidance and checks without disrupting how your team already operates.
Built for insurance compliance teams
Ship filings faster.
With confidence.
Serfer AI is the compliance engine that helps insurance teams draft, validate, and package regulatory submissions—reducing rework and improving consistency across every filing.
Filing Readiness
78% Complete
Requirements validated
18 of 23
Policy form language validated
Rate schedule cross-referenced
Endorsement consistency check
Supporting documentation attached
Review Summary
5 Issues
Issues detected
Definition mismatch on page 14 • Missing TX-specific disclosure • Inconsistent deductible language in endorsement HO-340
What Serfer AI does
A compliance engine built around your documents—helping teams move faster without sacrificing accuracy.
Consistency checks
Automatically identify inconsistencies across policy forms, endorsements, and related documents before they become objections.
Requirement mapping
Surface relevant state requirements and regulatory guidance as you draft, helping ensure nothing gets missed.
Review-ready packages
Organize filings into structured submission packages that meet regulatory expectations and reduce back-and-forth.
Audit trail & collaboration
Track every change, comment, and decision. Maintain a clear record for internal reviews and regulatory inquiries.
From draft to submission, simplified
A streamlined workflow that fits into your existing process.
Ingest & connect
Upload your documents or connect your existing workflow. Serfer AI maps your forms to relevant requirements automatically.
Draft & validate
Work in your familiar environment while AI-powered checks surface issues, inconsistencies, and gaps in real time.
Package & submit
Generate review-ready packages with all supporting documentation organized, cross-referenced, and audit-ready.
Built for real compliance workflows
Support your team across the full filing lifecycle.
New product filing readiness
Validate new forms against state requirements before submission.
State-by-state updates
Efficiently manage multi-state rollouts and jurisdiction-specific variations.
Form & rate revisions
Track changes and ensure consistency during form and rate updates.
Responding to objections
Address regulator feedback faster with organized revision tracking.
Compliance QA
Run final quality checks before submission to reduce rework risk.
Team collaboration
Keep legal, compliance, and product teams aligned throughout the process.
Security & Governance
Built for enterprise requirements
Serfer AI is designed with the security, access controls, and auditability that regulated industries expect. Detailed compliance documentation available upon request.
Role-based access controls
Data segregation by organization
Comprehensive audit logs
Configurable data retention
Human review at every step
Questions & answers
No. Serfer AI is a workflow and validation tool designed to support compliance teams—not replace legal or compliance expertise. All decisions remain with your team, and human review is built into every step of the process.
Our platform maps documents against jurisdiction-specific requirements, surfacing relevant guidance and flagging potential issues based on the states you're filing in. This helps teams manage multi-state complexity more efficiently.
Yes. Serfer AI is designed to fit into existing workflows. We offer a Microsoft Word add-in for in-document work, and our platform is built with integration-friendly architecture. We're happy to discuss specific integration needs.
We support common insurance filing document formats, including Word documents, PDFs, and structured forms. Our platform handles policy forms, endorsements, rate schedules, and supporting documentation.
Serfer AI surfaces issues and suggestions, but every decision goes through human review. We combine AI-powered analysis with clear confidence indicators, so your team always knows when something needs closer attention.
Yes. Serfer AI maintains comprehensive audit logs of all actions, changes, comments, and decisions. This supports internal compliance reviews and provides documentation for regulatory inquiries.
Most teams are up and running within weeks, not months. We work with your team to configure the platform for your specific workflows and provide hands-on support during onboarding.
We provide dedicated onboarding, ongoing technical support, and regular check-ins to ensure you're getting value from the platform. Enterprise customers receive a dedicated success manager.
Watch how Serfer AI works
A quick look at how compliance teams use Serfer AI to streamline their filing workflows.
Ready to streamline your filings?
See how Serfer AI can help your team ship filings faster with fewer objections.
Prefer to reach out directly? Contact us