If combined with NAIC Update, total fee: $450
This is a group internet-based training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
Our Software Update webinar is loaded with news about new eFreedom software features, product support tools, and general software information. See the latest eFreedom enhancements as well as tips and tricks for preparing the statement within the StoneRiver software.
Agenda
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Annual Statement Client Services & Support
We will describe the full range of Annual Statement support resources available to you. You will learn the most efficient way to access customer service, and how to subscribe to email notifications for State Checklist Direct and our NAIC Focus newsletter. -
NAIC Software Enhancements
An overview of the latest software enhancements will be provided. You will learn the benefits of the new enhancements and how they will help you complete the filings more efficiently. -
Tips and Tricks
You will learn about features that simplify your statement preparation, and new ways to streamline the process. These tips and tricks shave time and effort off your quarterly and annual filings. You will understand how the features discussed can help in your workflow.
Intended Audience
The seminar is intended for experienced regulatory software users. No prerequisites are required. Advance Preparation: None.
Estimated CPE Credit
3 credit hours