All times are central time unless noted.
This is a live group training at the StoneRiver Training Center.
Objective
Learn to install and configure the eFreedom Annual Statement system, and the processes necessary to complete your NAIC submission files. This basic level course will cover Annual and Quarterly Statement preparation.
Agenda
- Client Services
- eFreedom Annual Statement Installation
- System Requirements
- System Installation
- Statement Module Installation
- Administration
- System Management
- Security Management
- User Management
- Company Management
- Statement Management
- Updates
- Statement Preparation
- Identifier Management
- Editing Identifiers – Fixed, Expandable, Free-Form
- Processing Special Identifiers
- Imports and Exports
- Validations
- Creating NAIC Submission Files
- Reports
- Combined (P&C) / Accumulated
Intended Audience
Personnel responsible for filing annual statement reports and new StoneRiver clients. No prerequisites, but basic understanding of statutory accounting and annual statements is required.
Estimated CPE Credit
12 credit hours
Tuition (two day seminar)
$800.00