Course curriculum

    1. Course Objectives

    1. Policy review process

    2. Filing a policy manually

    3. Filing an endorsement manually

    4. Filing an endorsement via CSV batch

    5. Filing policies via API

    1. Policy review process

    2. Filing a policy manually

    3. Renewal policy filing

    4. Additional premium endorsements

    5. Return premium endorsements

    6. Batch filing policies

    7. Additional premium endorsements (batch)

    8. Return premium endorsements (batch)

    9. RPG filing

    1. Getting a Policy ready to File

    2. Filing a policy manually

    3. Filling an endorsement manually

    4. Batch Filing Policies

    5. Filing Policies via API

    1. Preparing a policy to be filed

    2. Filing a policy manually

    3. Preparing an endorsment for filing

    4. Filing an endorsement

    5. Batch filing policies

    6. Batch filing endorsements

    7. Filing an RPG

    1. Policy review process

    2. Filing a policy manually

    3. Filing endorsements - part 1

    4. Filing endorsements - part 2

    5. Filing a policy via batch or API

    6. RPG filings

About this course

  • Free
  • 53 lessons
  • 3.5 hours of video content

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