Course curriculum

    1. Lesson 4: Reviewing and Managing California E-File Batches

    2. Lesson 8: California SL2 Diligent Search Form: A Step-by-Step Beginner’s Guide to Insurance Compliance

    3. Lesson 9: California Insurance Filing: SL2 and SL1 Compliance Essentials

    4. Lesson 10: Resolving California Insurance Filing Tag Issues

    5. Lesson 11: California Zero Premium Endorsement Filing Guide (BIF)

    6. Lesson 12: Manual Filing of Monthly RPG Endorsements in California

    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. Manually File a California Endorsement

    1. Lesson 1: Temporary Process Adjustments

    2. Lesson 2: Regulatory Updates

    3. Lesson 3: SOP Clarifications

    1. Course Survey

About this course

  • Free
  • 25 lessons
  • 3.5 hours of video content

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