Annual Statement 2000
This Web-based offering is a perfect refresher for current Annual Statement clients, and mini-training for new users. This three-hour course covers client services, using the administration module, managing and editing schedules, and the steps for NAIC file submission. Cost: $500.
Customizable web-based training is another option. It allows users to tailor the content to meet the organization's specific training needs. Cost: $200.00 per hour, and you can schedule up to four consecutive hours.
To schedule Web-based training for Annual Statement 2000, please contact Julie Kramer at 1-800-373-3366 ext. 5773.
Agenda
Client Services
- Login to Fiserv Lifeline
- Updates
- Requests
- State Checklist
- Technical Notes
Administration Module
- Describe the functionality of the Administration
Module
- Install AS 2000 statement modules
- Create AS 2000 Users
- Designate an AS 2000 system administrator
- Create a company
- Create a statement
- Assign statement user rights
- Set a statement link
- Perform a statement backup
- Perform statement maintenance
- Create barcode labels and transmittal forms
Main Program Module
- Open a statement
- Navigate the system interface
- Describe the three types of identifiers
- Describe Identifier List processes available from
the toolbar
- Set and clear a None
- Lock and unlock an identifier
- Clear an identifier
- Perform an override for an identifier
- Execute a statement link
- View Identifier Manage options
- Find identifier user rights
- Locate who is currently in a statement
- Save and load an identifier
- Edit an identifier
- Override a calculated cell
- Locate a formula reference
- Add, cut and paste records to an expandable
area
- NAIC Submission File Steps
- Perform crosschecks
- Set thresholds
- View and explain crosschecks
- Print the crosscheck report
- Perform audits
- View and explain audits
- Print the audit report
- Create a PDF file
- Create a Data file
- Create a Zip file
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