Course curriculum

    1. Course Introduction: Mastering State Transaction Filings

    1. Colorado-Specific Filing and Document Review (13 Min)

    2. Colorado’s DORA System: Manually Filing (6 Min)

    3. Colorado DORA: Batch Filing (6 Min)

    4. Colorado with SLIP: A Step-by-Step Guide to the New System (7 Min)

    5. Florida Filings in SLIP+: Document Review and E-Filing Process (12 Min)

    6. Florida Endorsement Review: Steps to Validate and Queue for eFiling (2.5 Min)

    7. Florida Document Review: Spotting Red Flags Before Filing (9 Min)

    8. Mississippi Document Review and Filing in SLIP (19 Min)

    9. North Carolina Policy Review and E-Filing in SLIP (8 Min)

    10. North Carolina Manual Policy Review and Filing in SLIP (4 Min)

    11. North Carolina APE Endorsement Review and E-Filing in SLIP (2 Min)

    12. North Carolina Manual Filing of APE Endorsements in SLIP (3 Min)

    13. North Carolina Policy Cancellation Review and Filing in SLIP (2 Min)

    14. North Carolina Changing Filing Type to Cancellation in SLIP (2.5 Min)

    15. Tennessee Policy Review and E-Filing in SLIP (19 Min)

    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. 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. 1/1/2025 Colorado moved filings from DORA to Clearinghouse

    2. Reviewing Colorado Policy Documents

    1. Getting a Policy ready to File

    2. Filing a policy manually

    3. Filing an endorsement manually

    4. Batch Filing Policies

    5. Filing Policies via API

About this course

  • Free
  • 73 lessons
  • 7 hours of video content

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