Education & Training Services

Reinsurance



High performance software is a requirement for business success—the other essential element is knowledge. With this in mind, StoneRiver offers a range of informative courses for new and existing users. Comprehensive, uninterrupted instruction ensures that you understand the system well enough to use its primary features.

You will find courses on ceded and assumed features of URS, new release updates, and technical training.

CPE Credits can be earned for many training courses in this catalog. Please refer to individual courses for details.

Training Center

Training courses are presented at the StoneRiver Training Center in Cincinnati, Ohio. Classes are interactive with two-way dialogue that facilitates active learning. Our instructors are subject matter experts who can answer your questions and provide background information. You’ll be able to apply your new knowledge immediately.

2017


Date: Tuesday July 11
Time: 9 AM – 12 PM   Eastern Time

 

Description

One-half day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide an overview of the architectural layout of URS and its components
  • Provide an understanding of the topographical layout of an implemented URS system including different layout options and their implications for performance and maintenance

After completing the course, you will understand

  • The URS system component layout
  • The URS system component details

Intended Audience

  • Employees new to the URS installation and testing of URS releases
  • New Managers/Supervisors of employees who are responsible for installing and testing of new releases of the system

Prerequisite

  • Basic administration and/or technical knowledge of servers, including web server and database servers
  • Application server knowledge useful

Estimated CPE Credit

Not Available

Tuition

$500 at StoneRiver site

 


Date: Tuesday through Wednesday, July 11 - 12
Time: Course begins on Tuesday at 1:00 PM through 4:00 PM and continues on to Wednesday at 9:00 AM and concludes by 12:00 PM Eastern Time

 

Description

Full day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide an overview of new installation requirements and considerations
  • Provide an understanding of the technical configuration of URS, including upgrade prerequisites and post-upgrade settings.
  • Provide an understanding of the configurable areas of URS

After completing the course, you will understand

  • How to use the URS Control Center
  • How to apply the URS v8.0 upgrade to v7.2
  • How to install a new instance of URS v8.0

Intended Audience

  • Information Systems personnel new to the technical support for the URS system
  • Information Systems personnel responsible for interfacing URS data with other systems

Prerequisite

  • URS v8.0 Technical Overview

Estimated CPE Credit

Not Available

Tuition

$1000 at StoneRiver site

 


Date: Tuesday, July 12 - 13
Time: Course begins on Wednesday at 1:00 PM through 4:00 PM and continues on to Thursday at 9:00 AM and concludes by 4:00 PM Eastern Time

 

Description

A day and half seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide an understanding of the DSI tables and how they are used in DSI processing
  • Provide an understanding of URS data affected by DSI processing
  • Provide an understanding of the purpose of the DSI Premium and Loss tables
  • Provide an understanding of the DSI cycle
  • Provide an understanding of the DSI modeling cycle

After completing the course, you will understand

  • The purpose of the DSI tables
  • How to maintain information in the DSI tables
  • The purpose and content of the DSI Premium and Loss tables
  • How to modify the format of the DSI tables
  • How to customize the programs which create the DSI tables
  • What processing occurs in the DSI cycle
  • How the DSI cycle interfaces with the URS Daily and Monthly cycles
  • How to define System Parameters that control DSI Reinsurance Attachment
  • How to define System Parameters that control DSI Reinsurance Calculations

Intended Audience

  • Information Systems personnel new to DSI implementation
  • Information Systems personnel new to the creation of the DSI Premium and Loss tables

Prerequisite

  • Basic understanding of URS is helpful but not required

Estimated CPE Credit

Not Available

Tuition

$1,500 at StoneRiver site

 

Date: Tuesday, August 15
Time: 9:00 AM-12:00 PM Eastern Time

 

Description

Half-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Basic level course to provide a general understanding of URS Reinsurance contracts
  • Provide an understanding of how contracts are used with the Accounting, Claims, DSI, Rec/Pay, and Reporting functions
  • Provide “hands on” instruction on how to enter, renew, revise, and view contracts

After completing the course, you will understand

  • How to administer ceded contracts
  • How URS contracts are used to control the tracking of premium and loss experience
  • How URS contracts are used to control Accounts and Claims
  • How to access and view contracts using online searches

Intended Audience

  • Employees new to URS
  • Managers/Supervisors new to URS

Prerequisite

Basic understanding of ceded reinsurance is helpful but not required

Estimated CPE Credit

3 credit hours in Specialized Knowledge and Applications

Tuition
$500 at StoneRiver site

Date: Tuesday, August 15
Time: 1:00 PM-4:00 PM Eastern Time

 

Description

Half-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide a general understanding of the URS Claims system
  • Provide an understanding of how URS Claims are used with URS Support Tables, Reinsurance Contracts, Accounting, and Reporting functions for ceded transactions
  • Provide "hands-on" instructions on how to enter, view, or modify a Claim
  • Provide "hands-on" instructions on how to enter, view, or modify Reserves and Payments
  • Provide "hands-on" instructions on how to request Claim correspondence
  • Provide "hands-on" instructions on how to execute Claim displays
  • Provide "hands-on" instructions on how to use the Claims on-line search features
After completing the course, you will understand
  • How URS Contracts are used to control URS Claims
  • What URS Support Tables are used to control URS Claims
  • What information is recorded in URS Claim abstracts
  • How URS Claims are used to track contract loss experience
  • How foreign currency reserves / payments can be tracked in URS
  • How Claim payment transactions affect Accounting balances
  • How to view URS Contract information for a Claim
  • How to attach and view notes to a Claim abstract
  • How to close a Claim
  • How to enter gross or ceded Claim reserves and payments
  • How to enter a Claim for tracking purposes only without affecting financials (memo claims)
  • How to create, view, modify and display Claims information
  • How to use the on-line Claim display features

Intended Audience

  • Employees new to the URS Claims system
  • Managers/Supervisors of employees new to the URS Claims module

Prerequisite

Ceded Contract Review

Estimated CPE Credit

3 credit hours in Specialized Knowledge and Applications

Tuition
$500 at StoneRiver site

Date: Wednesday, August 16
Time: 9:00 AM-4:00 PM Eastern Time 

 

Description

One-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide a high-level understanding of URS and the relationships and significance of its components, DSI, Cover, and Co-Claim as they affect URS Accounting
  • Provide a general understanding of the URS Accounting and Cash systems
  • Provide an understanding of how URS Accounting and Cash are used in conjunction with URS Support Tables, Reinsurance Contracts, Claims, and Reporting functions
  • Provide an understanding of URS Statistical and Sub-ledgers
  • Provide "hands-on" instructions on how to enter, view, or modify Accounting transactions
  • Provide "hands-on" instructions on how to enter, view, or modify Reserves and Payments
  • Provide "hands-on" instructions on how to use the Accounting on-line display features
  • Provide “hands-on” instructions on how to set up User-Defined codes to facilitate Cash Management and Balance Maintenance
  • Provide “hands-on” instructions on how to use the Automatic Batch Billing Application
  • Provide “hands-on” instructions on how to use the On-Line Billing Function

After completing the course, you will understand

  • How URS Contracts are used to control URS Accounting
  • What URS Administrative Tables are used to control URS Accounting
  • The URS Accounting and Sub-ledger file structure
  • How to book statistical accounts and claims
  • How to book miscellaneous transactions
  • How to enter Cash
  • How to clear receivables / recoverables and payables
  • How to apply partial cash to a receivable / recoverables and payables
  • How to enter Unapplied Cash
  • How to Reverse Cash entries
  • How to “recall” archived balances
  • How to use the on-line Account display features
  • How to produce bills / invoices / statements for ceded recoverable / payable balances in batch and on-demand
  • How to assign a Billing Date for Schedule F Aging

Intended Audience

  • Employees new to the URS Accounting, Cash and Balance modules
  • Managers/Supervisors of employees new to the URS Accounting, Cash and Balance modules

Prerequisite

  • Ceded Contract Review
  • Ceded Claims is helpful but not required

Estimated CPE Credit

6 credit hours in Specialized Knowledge and Applications

Tuition
$1,000 at StoneRiver site


Date: Thursday, August 17
Time: 9:00 AM-12:00 PM Eastern Time 

 

Description

Half-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide an overview of the main purpose of the Financial and Non-Financial Report Writers
  • Provide a general understanding of Report Keys
  • Provide "hands-on" instruction on how to create, modify, and submit Reports

After completing the course, you will understand

  • How URS Report Keys are used to control report layout
  • The Financial Report Writer parameters that affect the report contents
  • The Non-Financial Report Writer parameters that affect the report contents
  • The differences between the Financial and Non-Financial Report Writers

Intended Audience

  • Employees using URS
  • Managers/Supervisors new to URS

Prerequisite

  • Ceded and/or Assumed Contract Review
  • Ceded and/or Assumed Claims, and/or Ceded and/or Assumed Accounts
  • Ceded and/or Assumed Cash

Estimated CPE Credit

3 credit hours in Specialized Knowledge and Applications

Tuition

$500 at StoneRiver site

 


Date: Tuesday, September 19
Time: 9:00 AM-4:00 PM Eastern Time

 

 

Description

One-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide an overview of the processing interaction between URS, DSI, DSI and Co-Claim premium and loss layout and direct primary systems
  • Provide an overview of the main processing and data components of DSI
  • Provide an overview of the elements in URS supported by DSI
  • Provide an understanding of DSI Tables and their support of the DSI interface
  • Provide an understanding of the Cycle Parameters and how they affect attachments and calculations
  • Provide a general understanding of the DSI and Co-Claim premium and loss layout and its structure
  • Provide an understanding of the DSI attachment process
  • Provide an understanding of the DSI "worksheet" and when to use this function
  • Provide a general understanding of the DSI Cycle
  • Provide a general understanding of DSI Data Entry and Modeling Parameters, DSI Data Entry and DSI Modeling
  • Create DSI Modeling reports for analysis
  • Provide "hands on" instruction on creating DSI attachment groups
  • Provide "hands on" experience in using the DSI Worksheet function
  • Provide "hands on" experience entering Direct premium and loss data onto the DSI and Co-Claim premium and loss layout
  • Provide "hands on" experience entering Ceded premium and loss data onto the DSI and Co-Claim premium and loss layout
  • Provide "hands on" experience creating "what if" scenarios for reinsurance attachment and calculation processing

After completing the course, you will understand

  • How information is processed through the DSI and Co-Claim premium and loss layout, DSI and into URS
  • Understand the role URS contracts play in supporting DSI
  • What each DSI table is used for, and how to create new table values
  • How Cycle Parameters are used in the attachment and calculation process
  • How to create a DSI attachment, identifying the selection criteria and entering the contract experience periods
  • The leveling process of DSI attachment groups
  • The stage indicator for primary and secondary DSI attachment groups
  • The impacts of Loss and Premium priorities
  • How to run a DSI Worksheet
  • How to enter Direct and Ceded premium and loss data directly to DSI
  • How to create Modeling scenarios to either test attachment or structure of reinsurance programs
  • How to create Modeling reports to analyze data

Intended Audience

  • New employees responsible for the creation and maintenance of DSI attachment groups
  • New employees responsible for entry of direct or ceded premium/loss data directly to DSI
  • New employees who might create modeling scenarios to either test DSI attachment groups or different reinsurance scenarios (DSI attachment group maintenance, Reinsurance Underwriters)
  • New business personnel responsible for implementing DSI
  • Managers/Supervisors of employees who will work with the DSI system

Prerequisite

  • Basic understanding of ceded reinsurance
  • Understanding of URS Security & Administration
  • Ceded Contract Review

Estimated CPE Credit

6 credit hours in Specialized Knowledge and Applications

Tuition

$1,000 at StoneRiver site

 


Date: Wednesday, September 20
Time: 9:00 AM - 12:00 PM Eastern Time

 

Description

Half-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Review DSI processing concepts presented in the DSI Introduction class
  • Review the DSI attachment process
  • Provide an understanding of facultative processing in URS
  • Provide a general understanding of DSI contract attachment groups, facultative attachment groups
  • Provide an understanding of the relationship of facultative certificates to contracts within the URS system
  • Instruct the creation of Facultative Shell Contracts and Facultative Certificates
  • Provide an understanding of the function of endorsements
  • Provide an understanding of facultative wordings
  • Provide an understanding of facultative premium processing (manual)
  • Provide "hands on" instruction on creating Facultative Certificates
  • Provide "hands on" instruction on creating Facultative Endorsements
  • Provide "hands on" instruction for creating DSI Facultative attachment groups
  • Provide "hands on" experience in manually entering facultative premium
After completing the course, you will understand
  • DSI processing concepts and attachment process
  • Facultative processing in DSI and URS
  • How to create a Facultative Shell Contract
  • How to enter a Facultative Certificate, create an Endorsement
  • How to create Facultative Wordings
  • How to create a Facultative attachment group, set leveling
  • How to enter Facultative Premiums
  • How to navigate through the facultative system

Intended Audience

  • New employees responsible for the creation and maintenance of Facultative Certificates, processing facultative premium, and maintaining DSI attachment groups
  • Managers/Supervisors of employees who will work with the DSI system and facultative reinsurance

Prerequisite

DSI: Introduction, Attachment Groups and Processing, Data Entry and Modeling

Estimated CPE Credit

3 credit hours in Specialized Knowledge and Applications

Tuition

$500 at StoneRiver site


 


Date: Wednesday, September 20
Time: 1:00 PM - 4:00 PM Eastern Time

 

Description

Half-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide an overview of the main purpose of the Report Writers
  • Provide a general understanding of Report Keys
  • Provide a general understanding of Report Writers
  • Provide "hands-on" instruction on how to create, modify, and submit Reports
  • Provide a general understanding of DSI Source selection in Financial Reports

After completing the course, you will understand

  • How Report Keys are used to control report layout
  • How the Batch Report Writers are used for reporting of reinsurance
  • How to know which DSI source to select when reporting

Intended Audience

  • New employees who will use the DSI and Facultative modules
  • Managers/Supervisors of employees who will work with the DSI and facultative modules

Prerequisite

  • DSI: Introduction, Attachment Groups and Processing, Data Entry and Modeling

Estimated CPE Credit

3 credit hours in Specialized Knowledge and Applications

Tuition

$500 at StoneRiver site


 


Date: Thursday, September 21
Time: 9:00 AM - 12:00 PM Eastern Time

 

Description

Half day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide a general understanding of the Annual Statement process in URS
  • Provide an understanding of the Collateral table
  • Provide an understanding of the Schedule F Reclass table
  • Provide an understanding of the Non-Schedule F Reclass table
  • Provide "hands-on" instruction on how to enter and revise Collateral
  • Provide "hands-on" instruction on how to enter and revise Schedule F Reclass
  • Provide "hands-on" instruction on how to enter and revise Non-Schedule F Reclass

After completing the course, you will understand

  • What Administrative Tables are used for statutory reporting
  • What fields from Contracts are used for statutory reporting
  • How the Collateral, Schedule F Reclass, and Non-Schedule F Reclass tables are used for statutory reporting
  • The statutory processing schedule in URS
  • How URS ages recoverable balances
  • How to control various reporting parameters
  • How to use the URS to Schedule F Amount Cross Reference Table

Intended Audience

  • Employees who are responsible for the preparation of Schedule F and/or Schedule P

Prerequisite

  • Ceded and/or Assumed Contract Review
  • Basic understanding of URS
  • Knowledge of statutory reporting, Schedule F and Schedule P

Estimated CPE Credit

3 credit hours in Specialized Knowledge and Applications

Tuition

$500 at StoneRiver site


 


Date: Tuesday, October 24
Time: 1:00 PM-4:00 PM Eastern Time 

 

Description

Half-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide a general understanding of URS Reinsurance Contract information
  • Provide an understanding of how URS Support Tables and Reinsurance Contracts are used with URS Accounting, Claims, and Reporting functions
  • Provide "hands-on" instruction on how to enter, renew, revise, and view URS Reinsurance Contracts

After completing the course, you will understand

  • How URS Reinsurance Contracts are used to control tracking premium and loss experience
  • How URS Reinsurance Contracts are used to control URS Accounting and Claims
  • How to access/view URS Reinsurance Contract information using on-line searching

Intended Audience

  • Employees new to URS
  • Managers/Supervisors new to URS

Prerequisite

  • Basic understanding of assumed reinsurance is helpful but not required

Estimated CPE Credit

3 credit hours in Specialized Knowledge and Applications

Tuition

$500 at StoneRiver site


 

Date: Wednesday, October 25
Time: 9:00 AM-12:00 PM Eastern Time

 

Description

Half-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide a general understanding of the URS Claims system
  • Provide an understanding of how URS Claims are used with Administrative Support Tables, Reinsurance Contracts, Accounting, and Reporting functions
  • Provide "hands-on" instructions on how to enter, view, or modify a Claim
  • Provide "hands-on" instructions on how to enter, view, or modify Reserves and Payments
  • Provide "hands-on" instructions on how to request Claim correspondence
  • Provide "hands-on" instructions on how to execute Claim displays
  • Provide "hands-on" instructions on how to use the Claims on-line search features

After completing the course, you will understand

  • How URS Contracts are used to control URS Claims
  • What URS Support Tables are used to control URS Claims
  • What information is recorded in URS Claim abstracts
  • How URS Claims are used to track contract loss experience
  • How foreign currency reserves / payments can be tracked in URS
  • How Claim payment transactions affect Accounting balances
  • How to view URS Contract information for a Claim
  • How to attach and view notes to a Claim abstract
  • How to close a Claim
  • How to enter gross or retroceded Claim reserves and payments
  • How to enter a Claim for tracking purposes only without affecting financials (Z claims)
  • How to create, view, modify and display Claims information
  • How to use the on-line Claim display features

Intended Audience

  • Employees new to the URS Claims module
  • Managers/Supervisors new to the URS Claims module

Prerequisite

  • Assumed Contract Review

Estimated CPE Credit

3 credit hours in Specialized Knowledge and Applications

Tuition

$500 at StoneRiver site


 


Date: Wednesday, Thursday, October 25 - 26
Time: Course begins on Wednesday at 1:00 PM through 4:00 PM and continues on to Thursday at 9:00 AM and concludes by 12:00 PM Eastern Time

 

Description

Full day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide a general understanding of the URS Accounting & Cash system features
  • Provide an understanding of how URS Accounting and Cash is used in conjunction with URS Administrative Tables, Reinsurance Contracts, Claims, and Reporting functions
  • Provide an understanding of URS Statistical and Sub-ledgers
  • Provide "hands-on" instructions on how to enter, view, or modify Accounting transactions
  • Provide "hands-on" instructions on how to enter, view, or modify Reserves and Payments
  • Provide "hands-on" instructions on how to use the Accounting on-line display features

After completing the course, you will understand

  • How URS Contracts are used to control URS Accounting
  • What URS Administrative Tables are used to control URS Accounting
  • The URS Accounting and Sub-ledger file structure
  • How to book statistical accounts and claims
  • How to book miscellaneous transactions, such as IBNR, accruals, and etc.
  • How to use the load reserve feature
  • How to enter Cash
  • How to clear receivables
  • How to apply partial cash to a receivable
  • How to clear payables
  • How to set up deposit premiums on a Contract
  • How to use the on-line Accounting display features
  • How to use the on-line Claim display features

Intended Audience

  • Employees new to the URS Accounting and Cash modules
  • Managers/Supervisors new to the URS Accounting and Cash modules

Prerequisite

  • Assumed Contract Review

Estimated CPE Credit

6 credit hours in Specialized Knowledge and Applications

Tuition

$1,000 at StoneRiver site


 


Date: Thursday, October 26
Time: 1:00 PM-4:00 PM Eastern Time 

 

Description

Half-day seminar. This is a group-live training at the Cincinnati Training Center.

Objective

  • Provide an overview of the main purpose of the Financial and Non-Financial Report Writers
  • Provide a general understanding of Report Keys
  • Provide "hands-on" instruction on how to create, modify, and submit Reports

After completing the course, you will understand

  • How URS Report Keys are used to control report layout
  • The Financial Report Writer parameters that affect the report contents
  • The Non-Financial Report Writer parameters that affect the report contents
  • The differences between the Financial and Non-Financial Report Writers

Intended Audience

  • Employees using URS
  • Managers/Supervisors new to URS

Prerequisite

  • Ceded and/or Assumed Contract Review
  • Ceded and/or Assumed Claims, and/or Ceded and/or Assumed Accounts
  • Ceded and/or Assumed Cash

Estimated CPE Credit

3 credit hours in Specialized Knowledge and Applications

Tuition

$500 at StoneRiver site