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Recent Casts

Check out the most recent set of KnowledgeCasts for Sircon for States:

KnowledgeCast	Description	Duration	Date Recorded
Consumer Complaints Module Session 2	Demo - New Report Scenario Search for existing Create new report Investigating the Report Violations Section Respondent and Complainant Contract Info Sync Recovery Audits	45:10	05/10/2018
Vision and Roadmap Update	Brief Vertafore Overview Recap from Jan. 2016 KnowledgeCast Sircon Vision Review and Sircon for States Roadmap Update	38:04	04/05/2018
Consumer Complaints Module Preview	Allen Baerman is presenting a preview of the new design of the Consumer Complaints Module.	64:51	03/01/2018
Insurance Dept Resources Report Overview	Highlight the new, updated and existing inquiries available in Sircon for States that helps you complete section os the IDRR for Licensing, Company and Consumers Complaints.	47:06	02/08/2018

Special Topics

KnowledgeCasts to keep you informed about what is going on in technology and with the Sircon team:

KnowledgeCast	Description	Duration	Date Recorded
Vision and Roadmap Update	Brief Vertafore Overview Recap from Jan. 2016 KnowledgeCast Sircon Vision Review and Sircon for States Roadmap Update	38:04	04/05/2018
Insurance Department Resources R eport Overview	Highlights the New, Updated and Existing Inquiries Available in Sircon for States that Help You Complete Sections on IDRR for Licensing, Company and Consumer Complaints	47:06	02/08/2018
2017 Highlights	Highlights 2017 Accomplishments	34:09	01/11/2018
Cybersecurity and You	Vertafore Helps You Look at Cybersecurity Cyber threat landscape Threat prediction/prevention/detection/response The New York model Recommendations	1:07:41	11/02/2017
Partnering with NAIC	Learn More About How Sircon Partners with the NAIC Partnering best practices 1033 State Decision Repository/Retirement of SAD MISTF (Market Information Systems Task Force) data analysis CDS and RIRS change requests: MIS research and development (D) working group	50:03	10/06/2016
JIRA and Implementation Tickets	State JIRA and IMPLTEAM Tickets When/why to create a state JIRA ticket Best practices when creating a JIRA ticket Why we create IMPLTEAM tickets Workflow steps & procedures for IMPLTEAM tickets Who is involved Demo	47:56	09/08/2016
Partnering with the NIPR	Learn More About How We Work Together to Deliver the Best Producer Licensing Solutions for You and Your Licensees Partnering with the NIPR LifeCycle of a regulatory change Uniformity and technology Upcoming NIPR changes	51:34	06/09/2016
The Big Picture	VP Tim Owen Talks About How Sircon for States Helps a State Insurance Department Deliver on its Mission and Play a Key Role in Sircon’s Solutions for the Insurance Industry	32:30	01/07/2016

Release Training

KnowledgeCasts that highlight recent changes to Sircon for States:

KnowledgeCast	Description	Duration	Date Recorded
2017 Highlights	Highlights of 2017 Accomplishments	34:09	01/11/2018
Q4 2016 Release Training	Learn About New Changes in the Q4 2016 Release Tax year display for invoices tied to tax form Company ID available for document tracking Automatic entry of a comment for portal complaints Consumer portal field configuration tool Increased capability to update CE related data requirements & course completions CE exemptions to either increase or decrease CE required hours Education provider and course restrictions	37:23	11/03/2016
Q3 2016 Release Training	This Q3 2016 Release Training Talks About the New License Application Workflow & New NAIC ID for Organization Aliases	45:24	08/04/2016
Release Training 15.5	Updates to the Newest Release Instructor applications – two new statutes Background Report dashboard Brand logo and header update And much more	18:47	03/03/2016
Release Training 15.1	Release 15.1 Firm national producer ID lookup service Request a license print Add invoice section on Maintain Tax Forms detail page Update problem report details - closed complaint New consumer complaints & education workspace	40:30	11/10/2015
Release Training 14.9	Release Training 14.9 Excel/PDF report output available in multiple modules Maintain Producer Qualifications page - return button Past due invoices now included in invoice section New producer licensing workspace demo	51:15	08/19/2015
Release Training 14.7	To Be in Production on June 13, 2015 Several producer licensing enhancements Updated technology vendor of address geocoding Several enhancements in various modules Updating contact change request System toolbox updates	16:53	05/28/2015

Feature Focus

KnowledgeCasts that highlight a particular feature within Sircon for States:

KnowledgeCast	Description	Duration	Date Recorded
Continuing Ed Maintenance Capabilities	Learn what you can do within Sircon for States related to Continuing Education, including: Adding and updating CE requirements Correct license data workflow CE exceptions Update course completion details Provider restrictions preventing renewal and more	51:14	03/23/2017
Maintaining Templates Part 2	More on templates Pt. 1 Recap: Creating templates & merge fields Using templates for activities Custom merge fields	30:13	03/02/2017
Designated Home States 101	DHS 101 Definition of Designated Home State Licensing Requirements Fulfillment On-line License App. Submissions On-line License Renewal Submissions Sircon for States and DHS	27:40	01/17/2017
Maintaining Word Templates	What is the purpose of a Word template? How do Word templates improve efficiency? How to create and maintain templates.	19:44	09/03/2015
Producer Licensing Data Fixes	Data fixes in Producer Licensing: Add/Maintain Individual Firm Associations Correcting Appointment Termination Reason Correcting License Data Maintain License and Qualification Status History Undo Inactivation	34:45	06/04/2015
Tips and Combine Duplicate Records	Quick Tips and Combining Duplicate Records process for Sircon for States	27:59	04/09/2015
CE Data Fix Tool	This New CE Data Fix Tool learn how it functions.	31:33	02/05/2015
Company Admissions	Company Admissions – name change, update multiple companies at one time, alias rule that can be configured, company functionality.	31:40	01/08/2015
Revenue Closeout	What is staff member and Administrative Close Out? How can I use these options?	19:16	12/11/2014
Using Activities	Learn more about Using Activities in Sircon for States. What are Activities? How can I use Activities to improve efficiency for my staff and department? Reviewing Activities Adding Activities	20:01	10/02/2014
License Renewals and Reinstatements	Join us to learn how to: Process a renewal Review renewals that are on hold Process a reinstatement Review related documents Use License renewal inquiries	18:41	07/10/2014
Merging Duplicate Records	Using templates for activities	19:02	06/05/2014
Maintain License Data	Fix incorrect license information, including: Original issue date / Effective date Expiration date CE assigned review date	21:08	02/06/2014
Database Processing Messages Inquiry	Find, review, and resolve the data issues identified by the Database Processing Messages Inquiry	11:52	01/16/2014
Using State Help	Learn how to effectively use the State Help.	12:42	01/14/2014
CE Usage	Continuing Education usage Processing Expedited Course Applications Updating CE Requirements Overriding Applied Hours Correcting Course Completion Date Deleting a Course Completion Maintaining CE Exceptions	20:08	05/07/2015

Product / Module Overviews

KnowledgeCasts designed for anyone who is new to Sircon for States or just needs a refresher:

KnowledgeCast	Description	Duration	Date Recorded
Consumer Complaints Module Session 2	Demo - New Report Scenario Search for existing Create new report Investigating the Report Violations Section Respondent and Complainant Contract Info Sync Recovery Audits	45:10	05/10/2018
Consumer Complaints Module Preview	Allen Baerman is presenting a preview of the new design of the Consumer Complaints Module.	64:51	03/01/2018
ePAL a Sircon Solution	What is ePAL? History How to change email address and password Demonstration of service Questions	40:01	12/14/2017
Compliance Express Education Overview	Explore the Capabilities Related to Continuing Education That Are Available to the Licensees / Producers and Education Providers in Your State Through Their Compliance Express Accounts	1:04:10	05/04/2017
Overview 6 Enforcement Case	6th in our Sircon for States Training Series	38:07	09/18/2015
The EDGES - AgencyEDGE & ProducerEDGE	See How ProducerEDGE & AgencyEDGE Work and How They Can Benefit Individual Licensees and Agencies in Your State Licensing issues Easy license management Demo Recent product updates	50:58	07/07/2016
Overview - Introduction to Compliance Express	An Introduction on the Functionality of Compliance Express	13:01	05/08/2015
Overview Session 3 - CE	Session 3 - Designed for New Users and Those Who Need a Review	53:24	05/08/2015
Overview Session 2 - Producer Licensing Module	Session 2 - Searching for a Record in Producer Licensing, Navigating the Record, Producer Licensing Tips	42:31	04/02/2015
Overview Session 1 - The Basics	Session 1 - Basics of the Sircon for States Modules	20:30	02/10/2015

Feature Focus

KnowledgeCasts that highlight a particular feature within Sircon for States:

KnowledgeCast	Description	Duration	Date Recorded
Continuing Ed Maintenance Capabilities	Continuing Education Within Sircon for States Adding and updating CE requirements Correct license data workflow CE exceptions Update course completion details Provider restrictions preventing renewal And more	51:11	03/23/2017
Maintaining Templates Part 2	More on Templates Part 1 Recap: Creating templates & merge fields Using templates for activities Custom merge fields	30:13	03/02/2017
Designated Home States 101	DHS 101 Definition of Designated Home State Licensing requirements fulfillment On-line license app. submissions On-line license renewal submissions Sircon for States and DHS	27:37	01/17/2017
Excel Tips and Tricks - Advanced	More In-depth Techniques Using: Basic Formulas - VLOOKUP - IF and IFERROR - Pivot Table(s)	48:28	04/12/2016
Excel Tips and Tricks Session 1	Tips and Tricks to Manage Your Data in New Inquiries Using Excel, Overview of Excel Functions	53:04	12/03/2015
Restrictions and Limitations	What is a Restriction? How are Restrictions used? What is a Limitation? How are Limitations Used? What is a Department Action?	19:22	10/08/2015
Maintaining Word Templates	Purpose of a Word template Improve efficiency with Word templates Create and maintain templates	19:41	09/03/2015
Producer Licensing Data Fixes	Data Fixes in Producer Licensing Add/maintain individual firm associations Correct appointment termination reason Correct license data Maintain license and qualification status history Undo inactivation	34:45	06/04/2015
CE Usage	Continuing Education Usage Processing expedited course applications Updating CE requirements Overriding applied hours Correcting course completion date Deleting a course completion Maintaining CE exceptions	20:07	05/07/2015
Tips and Combine Duplicate Records	Quick Tips and Combining Duplicate Records	27:59	04/09/2015
CE Data Fix Tool	The New CE Data Fix Tool	31:33	02/05/2015
Company Admissions	Company Admissions Name change Update multiple companies at one time Alias rule Company functionality	31:34	01/08/2015
Revenue Closeout	Staff Member and Administrative Close Out	19:15	12/11/2014
Using Activities	Learn More About Using Activities in Sircon for States What are activities? Using activities to improve efficiency for your staff and department Reviewing activities Adding activities	19:57	10/02/2014
License Renewals and Reinstatements	Licence Renewals and Reinstatements Process a renewal Review renewals that are on hold Process a reinstatement Review related documents Use license renewal inquiries	18:41	07/10/2014
Merging Duplicate Records	Using Templates for Activities	19:02	06/05/2014
Continuing Education for Producers	Find out how to review CE information in the Producer Licensing Module. Maintaining Individual CE Requirements Updating CE Review Date Correcting applied hours CE Exceptions	20:10	04/03/2014
Maintain License Data	Fix Incorrect License Information Original issue date / effective date Expiration date CE assigned review date	21:07	02/06/2014
Database Processing Messages Inquiry	Find, Review, and Resolve Data Issues Identified by the Database Processing Messages Inquiry	11:53	01/16/2014
Using State Help	Learn How to Effectively Use State Help	12:42	01/14/2014
System Toolbox Training	An Overview of the Sircon for States System Toolbox	25:57	12/19/2013
Company Address Change & Consumer Complaints Portals	Learn About the Benefits of Implementing Portals in Your State and Take a Tour of Each One	27:15	11/07/2013

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Recent Casts

Special Topics

Release Training

Feature Focus

Product / Module Overviews

Feature Focus

LOREM IPSUM

INCREASE CUSTOMER CONVERSION

SPECIFIC FEATURES

PELLENTESQUE HABITANT MORBI TRISTIQUE

Recent Casts

Special Topics

Release Training

Feature Focus

Product / Module Overviews

Feature Focus

LOREM IPSUM

INCREASE CUSTOMER CONVERSION

SPECIFIC FEATURES

PELLENTESQUE HABITANT MORBI TRISTIQUE

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