Welcome to the Course (2 minutes)
Role Expectations (5 minutes)
30/60/90 Day Milestones | Tax Associate (5 minutes)
30/60/90 Day Milestones | Tax Analyst (5 minutes)
Attention to Detail - Essentials for Success (3 minutes)
Filing Requirements and Documentation (5 minutes)
Colorado All Filings Review (13 minutes)
Manual Filing in Dora (Colorado) (5 minutes)
Batch Filing in Dora (Colorado) (7 minutes)
Manual Filing in SLIP+ (Colorado) (7 minutes)
SOP for Colorado Filing & Reporting (5 minutes)
Compliance State Research Tool (5 minutes)
Chapter Quiz (10 minutes)
Know the Difference: Audit versus Audit Endorsements (10 minutes)
Course Survey (5 minutes)
Final Exam (25 minutes)
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Prepare for success at InsCipher! Understand our mission, navigate the basics, meet your team and learn how your role fits our vision. Get ready to contribute and thrive!
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Equip yourself with essential skills to navigate productivity, collaboration, project management, and security tools for workplace success.
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This course introduces the basics of insurance and surplus lines. You'll learn key concepts, the role of surplus lines brokers, and how InsCipher fits in this industry. Ideal for newcomers to the insurance industry or those refreshing their skills.
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Gain a clear understanding of insurance fundamentals, including policy types, endorsements, cancellations, and Risk Purchasing Groups (RPGs).
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Navigate the InsCipher Connect Portal with confidence. Master user roles, e-filing, invoicing, and analytics for enhanced productivity and decision-making.
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Get ready to excel in providing exceptional customer support with essential skills, techniques, and confidence to handle any situation effectively.
Where Accuracy Meets Opportunity
