Course curriculum

    1. Introduction

    2. Lesson 1: FAQs for California

    3. Lesson 2: California Specific Risks

    4. Lesson 3: California Readiness Check

    1. Lesson 1: Checking Policy Documents in California

    2. Lesson 2: Verifying California SL-2 or Declining Carrier Requirements and Submitting to E-File

    3. Lesson 3: Logging into SLIP to Manually File in California

    4. Lesson 4: Entering Insured Information on a Manual Filing in California

    5. Lesson 5: Transaction Information on a Manual Policy in California

    6. Lesson 6: Entering Insurer, Coverage, Premium, and Fees on a California Manual Filing

    7. Lesson 7: Uploading Policy Documents and Syndicate List in California SLIP

    8. Lesson 8: Completing the SL-1 Form on a Manual Filing in California

    9. Lesson 9: Completing the SL-2, Reviewing and Submitting the Manual Filing

    10. Lesson 10: Manually Filing a Renewal Policy in California

    11. Lesson 11: Determining Whether a California Endorsement Is Ready to Be Filed

    12. Lesson 12: Reviewing Endorsements and Sending Them to the E-File Queue

    13. Lesson 13: Identifying a California BIF (Zero-Premium Endorsement)

    14. Lesson 14: Submitting a California BIF and Documenting Completion

    15. Lesson 15: Reviewing and Locating a California Endorsement for Manual Filing

    16. Lesson 16: Entering Endorsement Details and Uploading Documents for Manual Filing in California

    17. Lesson 17: Submitting the Manual Endorsement and Updating Status

    18. Lesson 18: When a California Endorsement Is an RPG (Overview)

    19. Lesson 19: Manually Filing a California RPG Monthly Endorsement

    20. Lesson 20: Monitoring and Status Updates for RPG Endorsement Filings

    21. Lesson 21: Reviewing the California E-File Queue After Submission

    22. Lesson 22: Reviewing California Export Batches and Updating Status

    23. Assignment: California Filing Readiness Review

    24. Quiz: Filing in California

    1. Introduction

    2. Track 1 - Filing Automation (Endorsement Policy Checks)

    3. Track 5 – Reporting Automation (Stamping Fee Invoice Check)

    1. Course Survey

About this course

  • Free
  • 32 lessons
  • 0.5 hours of video content

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