SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295

Slides:



Advertisements
Similar presentations
Amending an FSP in the FSP Tracking System (FSPTS) November 2013.
Advertisements

Comparison of Old and New Application
Page 1 of 15 Welcome To the ETS – Crown Mineral Activity Road Allowance Online Training Course This module describes the process for initiating a CMA application.
HP Support Agreement Manager Tools Support Contract Assistant (SCA) Quick Reference Guide September 2006.
Presents. This is OPD Module, developed by Tally Boys A complete OPD Management System… Out Patient Department (OPD)
A quick and easy way to prepare and manage UCC filings!
Basic Response Letter Last Updated Basic Response Letter The response redesign in SERFF 5.6 introduces the concept of inline schedule item.
Fiscal Note Tracking System (FNTS) Training 2011 Session.
MerchantRun GlobalLink Slideshow Demo. GlobalLink Overview Viewing Available Products Creating A New Product Choosing Listing Categories Choosing Listing.
MIFOS X CAPABILITIES OVERVIEW The One True Open Platform for Financial Inclusion.
Page 1 of 16 The Work in Progress screen is accessed from the ETS main menu. The screen will be displayed when a user clicks on the ‘Work in Progress’
Funding engineBilling engine Funding engine.
SE Document Document Control Software. SE Document SE Document is a Document Management Software System to help you meet all document control requirements.
Posting Job Orders Online Creating HTML files from Job Orders and uploading to FTP sites.
Our difference is your advantage 2010 YEAR-END DATA COLLECTION ESOP Processing Requirements Presented by: Maureen Hamblin, QPA, QKA Senior Consultant February.
Paul Mundy Microsoft PowerPoint Tips and tricks.
Clickstream Consulting Inc© +1-(604) Clickstream Consulting Inc© +1-(604)
CONFIDENTIAL – DO NOT DISTRIBUTE Copyright © 2014 Interneer, Inc. All rights reserved. Partner with Professional Services for Success and Configuration.
Confidential - © 2012 StreamWIDE © StreamWIDE
Copyright COMPLETExRM, Inc. All rights reserved. Sales Presentation 1 For Real Estate.
Presenter name. Ryan Brandon Exan Group What’s New with axiUm New Features in axiUm Patient Self-Service Options Future Plans axiUmSupport.com.
Requirements Information and data which need to be displayed or accessible to the user Sitemapping (Site Map) Flow Chart models of site structure displaying.
Sauna Network Protocol. Create User $SAU,CU,[UserName],[Password],[Firstname],[ Lastname],[ ],[Phone]
HR Runs Report Of Missing Performance Plans EmpowHR Reports Function.
VT SMS System User Manual
Reception department that deals with patient information.
PowerPoint Template Add your company slogan.
Using Adobe Acrobat Note taking Navigation Searching.
PROGRAM Importer Security Filing. 10 Additional Elements 1. Seller name and address 2. Consolidator name and address 3. Container stuffing location.
SysAdmin Tips from IUG 2005 Routine Tasks, Customization & a Look Ahead Christine Pouncey Dept. Head, Library Information Technology.
Step 1 ) Input User name, Password & Verification No. & Click “ Login” Staff Level - Username: mary P/W: 5678 Web-site:
PARKING -SMS REVERSE ENTERPRISES PARK SMS. What is SMS Parking How the System Operates The Technology Conclusion The Benefits The System.
Index WFO Home 2.0 Chat Wall Multiusers Handbook Bill of landing.
L o g o PowerPoint Template. Company Logo Contents 1. Click to add Title 2. Click to add Title 3. Click to add Title 4. Click to add Title 5. Click to.
OpenEMR: Basic Billing Based on OpenEMR 4.1 Laboratory Informatics Institute January 2014.
R1. The E-OPMR must allow the user create a new patient record from existing data in the EWS. High Level Use Case: TUCBW: User clicks Create New Record.
) Main Menu: You can access all aspects of the database from this screen 2) Contacts: You can access the “contact database management” side of.
JAMES PENDLETON, CHRISTOPHER WAGNER, STEVEN HOLLAR, BRENT FOSTER, ANISH VERMA.
Workflow Demo: Upload, Review and Approve. Cpay : Users & Functionalities Customer AdministratorCustomer AuthorizerUploaderReviewerApproverInterceptor.
1 Compliance Tracking Tool Activity Entry and Progress Monitoring.
Practice CS Project Management Amy McCarty Education Services.
Market Operations Standing Committee of the IMO Market Operations Standing Committee October 22, 2003.
Using the New ECRI Institute Website Healthcare Risk Control ECRI INSTITUTE 2014 Corporate Presentation.
Microsoft Outlook Training Tips and Tricks for Current Users.
Login Screen Home Screen Manage CMS Users Page Create new user for CMS.
1 Crosstalk iON Release 3. 2 New Live Chat Features iON 3  Session Notes –Add and modify notes to a customer session –Review from Chat History or Live.
2016 Commercial Project Submittal Webinar
Cuby tutorial Github :
Base Camp Software Team Project Tools. BaseCamp Software Basecamp is an online project management and collaboration tool Free plan is available but does.
Standards Certification Education & Training Publishing Conferences & Exhibits Automation Connections ISA EXPO 2006 Wed, 1:00 Oct 18.
Copyright 2011 Racing Snail, Inc. All Rights Reserved1.
6 Tips to Find The Best Executive Search Company.
Treasury Management System
Translink PO Management Portal
PLEXIA Electronic Medical System
Amendments to the PCT Regulations as from 1 July 2018
User Manual KC SMS System User Manual
TnCIS Web Inquiry
Tips & Tricks of PowerPoint Presentation
Welcome! To the ETS – Encumbrance Certified Copy of Encumbrance
New to Yammer? ! Use a professional adress
© 2010 Emerson Human Capital Consulting, Inc. All Rights Reserved.
Welcome! To the ETS – Encumbrance Certified Copy of Encumbrance
Wrap-Up and Q&A: Prepare for a New Semester
Procure to Pay Project Tips and Tricks – The Activity Stream.
PowerPoint Template.
Michigan Mutual, Inc. Imaging Upload Tutorial
Click to add name of firm
Microsoft Outlook template: Build guide
Presentation transcript:

SERFF: Tips & Tricks SHOENFELT CONSULTING, INC Latimore Road, Shaker Heights, OH (216)

Login

Workfolder

Billings

Filing Rules

Filings

Open Filings Filings

Open Filings Filing status on…

Open Filings Draft Filings Filings

Open Filings Draft Filings Messages Filings

Open Filings Draft Filings Messages Filings

Open Filings Draft Filings Messages Filings Settings View > Message Settings

Open Filings Draft Filings Messages Filings Settings View > Message Settings

Open Filings Draft Filings Messages Filings Search

Create Filing

Step 1 Create Filing

Step 1 Create Filing Settings View > User Preferences

Step 2 Create Filing

Step 3 Create Filing

Step 4 Create Filing

Step 5 Create Filing

Step 6 Create Filing

Step 7 Create Filing

Step 7 Create Filing Settings View > Add Company

Step 8 Create Filing

Step 9 Create Filing

Inside a Filing

General Information Form Schedule Rate Rule/Sched ule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

General Information Form Schedul e Rate Rule/Sched ule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

Templates > Create Schedule Template General Information Form Schedul e Rate Rule/Sched ule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

General Information Form Schedul e Rate Rule/Sched ule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce Templates > Create Schedule Template

General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

General Information Form Schedule Rate Rule/Sche dule Supporting Documentatio n State Specific Filing Fees Filing Corresponden ce

Amending Filings

Step 1 Amending a Filing

Step 2 Amending a Filing

Step 3 Amending a Filing

Step 4 Amending a Filing

Step 5 Amending a Filing

Step 6 Amending a filing

Step 7 Amending a Filing

Step 8 Amending a Filing

PDF Pipeline

Step 1 PDF Pipeline

Step 2 PDF Pipeline

Step 3 PDF Pipeline

SHOENFELT CONSULTING, INC. James Shoenfelt | |

Feedback: Privacy Policy Feedback
Do Not Sell My Personal Information
About project: SlidePlayer Terms of Service

© 2025 SlidePlayer.com. Inc. All rights reserved.