InsCipher Portal Tools
The ins and outs of InsCipher - the premier platform for surplus lines filing and compliance.
Course overview
User types
Getting Started with Connect by InsCipher
Filing and Task assignments settings
License management
Password management
Declining carriers
E-file setup
Invoice and Payments for Connect Partners
Utilizing InsCipher Analytics
Best practices
Menu & portal navigation for Broker users
UT/ID and Filing Service Partners Invoices & Payments
InsCipher Portal Calendar
InsCipher Filing Page
Reviewing and Flagging Transactions
State Reporting Tasks (SRTs)
Additional Portal Features
Using the Tax Calculator and Submitting Policies to be filed
InsCipher's Dev Hub
Submitting Filings via CSV Batch Import (and Document Import)
API Tax Calculator Import
API Transaction Import
The Diligent Forms API
AIM Integration
Late fees and state penalties