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. Best practices

    1. Menu & portal navigation for Broker users

    1. InsCipher Portal Calendar

    2. InsCipher Filing Page

    3. Reveiwing and Flagging Transactions

    4. State Reporting Tasks (SRTs)

    5. Additional Portal Features

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

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

    3. API import

    4. AIM Integration

    5. Late fees and state penalties

About this course

  • Free
  • 20 lessons
  • 0.5 hours of video content

Discover your potential, starting today

Enroll today