Course curriculum

    1. Introduction

    2. Lesson 1: FAQs for Pennsylvania

    3. Lesson 2: Key Risks and Validations

    4. Pennsylvania Readiness Check

    1. Lesson 1: Filing Steps for 1609 New and Renewal Filings

    2. Lesson 2: Filing Exportable 1604E Filings Manually in Pennsylvania

    3. Lesson 3: Filing RPG Policies in Pennsylvania

    4. Lesson 4: Filing Endorsements, Cancellations, and Reinstatements in Pennsylvania

    5. Lesson 5: Pennsylvania Quick Reference Guide

    6. Quiz: Filing in Pennsylvania

    7. Assignment: Pennsylvania Filing Simulation

    1. Lesson 1: Understanding & Verifying Zero Reports (When and Why We File Them)

    2. Lesson 2: Generating the Zero SRT Report in Connect

    3. Lesson 3: Preparing, Signing & Flattening the Zero SRT Report

    4. Lesson 4: Uploading and Submitting the Zero SRT Report

    5. Lesson 5: Understanding Premium-Bearing SRT Reports in Pennsylvania

    6. Lesson 6: Pulling PASLA ESF Reports for Premium Bearing SRTs in Pennsylvania

    7. Lesson 7: Reconciling EFS Totals with SRT in Pennsylvania

    8. Lesson 8: Handling Fees & Rounding Differences

    9. Lesson 9: Preparing and Signing the Premium-Bearing PDF

    10. Lesson 10: Submitting the 1620 Report & Documenting Completion

    11. Lesson 11: Pennsylvania Quick Reference Guide

    12. Quiz: Reporting in Pennsylvania

    13. Assignment: Pennsylvania Reporting Simulation

    1. Introduction

    2. Lesson 1: Automated XML Creation for Pennsylvania Filings

    3. Lesson 2: Endorsement and RPG Filing Bots

    1. Course Survey

About this course

  • Free
  • 28 lessons
  • 0.5 hours of video content

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