Course curriculum

    1. Introduction

    2. Lesson 1: FAQs for Pennsylvania

    3. Lesson 2: Key Risks and Validations

    4. Lesson 3: Pennsylvania Quick Reference Guide

    5. 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. Quiz: Filing in Pennsylvania

    6. 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 Premium-Bearing SRTs in Pennsylvania

    8. Lesson 8: Handling Fees & Rounding Differences for Premium-Bearing SRTs in Pennsylvania

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

    10. Lesson 10: Submitting the 1620 Report & Documenting Completion for Premium-Bearing SRTs in Pennsylvania

    11. Quiz: Reporting in Pennsylvania

    12. Assignment: Pennsylvania Reporting Simulation

    1. Lesson 1: Pennsylvania Stamping Fees – Saving and Organizing Portal Files

    2. Lesson 2: Entering Standard Pennsylvania Stamping Fee Payments in NetSuite

    3. Lesson 3: Identifying and Validating Late Stamping Fees in Pennsylvania

    4. Lesson 4: Update Late Fees in Filings and Preparing Supporting Documents for Stamping Fees in Pennsylvania

    5. Lesson 5: Uploading Late Fee Documentation and Creating Bills with Late Fees in NetSuite for Pennsylvania Stamping Fees

    6. Lesson 6: Validating and Reconciling Monthly Stamping Fee Bill Payments in Pennsylvania

    7. Lesson 7: Finalizing and Sending Stamping Fee Packages in Pennsylvania

    8. Lesson 8: Adding Tracking to a Pennsylvania Stamping Fee Package

    9. Lesson 9: Extracting Individual Agency Stamping Fee Packages in Pennsylavnia

    10. Lesson 10: Uploading Stamping Fee Pages to SRTs in Pennsylania

    11. Lesson 11: Finalizing PA Stamping Fee SRTs by Adding Documentation to One Drive

    1. Introduction

    2. Lesson 1: Automated XML Creation for Pennsylvania Filings

    3. Lesson 2: Endorsement and RPG Filing Bots

    1. Entering Audit Endorsements (PA Update)

About this course

  • Free
  • 39 lessons
  • 1 hour of video content

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