Course curriculum

    1. Course overview

    1. User types

    2. Getting Started with Connect by InsCipher

    3. Filing and Task assignments settings

    4. License management

    5. Password management

    6. Declining carriers

    7. E-file setup

    8. Invoice and Payments for Connect Partners

    9. Utilizing InsCipher Analytics

    10. Best practices

    1. Menu & portal navigation for Broker users

    2. UT/ID and Filing Service Partners Invoices & Payments

    1. InsCipher Portal Calendar

    2. InsCipher Filing Page

    3. Reviewing and Flagging Transactions

    4. State Reporting Tasks (SRTs)

    5. Additional Portal Features

    1. Using the Tax Calculator and Submitting Policies to be filed

    2. InsCipher's Dev Hub

    3. Submitting Filings via CSV Batch Import (and Document Import)

    4. API Tax Calculator Import

    5. API Transaction Import

    6. The Diligent Forms API

    7. AIM Integration

    8. Late fees and state penalties

About this course

  • Free
  • 26 lessons
  • 1.5 hours of video content

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