Technical Training National Association Of Insurance
1685794433
File Name: CourseCatalog(WebVersion).pdf
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TECHNICAL TRAININGCourse Catalog What’s inside? Course information on ACL, iSite+, SERFF, and TeamMate WELCOMEThe Technical Training CourseCatalog lists all coursesoffered by the NAIC TechnicalTraining Team. Training isoffered to state regulators,department of insurance staff,and to insurance industrypersonnel. A brief descriptionof courses, along with a list oftopics covered is provide
2 TABLE OF CONTENTSIntroduction................................................................................. 2Table of Contents....................................................................... 3Training Availability..................................................................... 4NAIC Technical Training Team................................................... 5Additional Information................................................................. 6Prerequsites for Training............................................................ 6Suggestions for Effective Learning............................................. 6Training Customization............................................................... 6Training Materials....................................................................... 6Feedback.................................................................................... 6Before You Begin........................................................................ 7Introduction to ACL™................................................................. 8Introduction to ACL™ Market Conduct....................................... 9Advanced ACL™...................................................................... 10Using TeamMate™ Electronic Work Papers (EWP)..................11Teammate™ Stores and Libraries Workshop........................... 12Introduction to iSite+................................................................. 13iSite+ for Financial Regulation.................................................. 14iSite+ for Market Regulation..................................................... 15Producer Licensing................................................................... 16Market Action Tracking (MATS)................................................ 17Financial Exam Electronic Tracking System (FEETS)............. 18Form A Database...................................................................... 19Market Analysis Review System (MARS)................................. 20Regulatory Actions Data Entry Tool/ State Data Load Error Viewer.. 21Uniform Certificate of Authority Application (UCAA)................. 22SERFF for State Regulators..................................................... 23SERFF for Insurance Industry Users....................................... 24Questions and Further Assistance .......................................... 25 3 TRAINING AVAILABILITYState Insurance Departments Insurance IndustryAll training listed in this catalog The Technical Training Teamis conducted by the NAIC’s provides fee-based training toprofessional Technical Training insurance industry personnel
Team and is offered tuition-free to SERFF training for insuranceState Departments of Insurance. industry is available throughoutHowever, for onsite training, the the year. The schedule is listedNAIC seeks reimbursement for the on the Education & Traininginstructors’ travel-related expenses. website at education.naic.org
States have the option of usingNAIC Zone or Grant funds to offsetthese expenses
Please utilize this trainingcourse catalog to assist you inidentifying your educational andtraining needs
If your state is interested in onsitetraining, please contact the Managerof Technical Training, Frances Stuartby phone at 816-783-8586 or byemail at [email protected]
4 OUR TEAMFrances Stuart 816-783-8586 [email protected]Teresa Pantoja 816-783-8611 [email protected]Reggie Graf 816-783-8518 [email protected]OTHER CONTACTSNAIC Help Desk 816-783-8500NAIC Reception Desk 816-842-3600NAIC Help Desk Email [email protected] 5 ADDITIONAL INFORMATIONPrerequisites for Training• Experience using Microsoft Windows, Windows Explorer and Internet Explorer or Firefox browser• Microsoft Office, Word, Excel, etc
• Database and related terminology• Spreadsheet and related conceptsSuggestions for Effective Learning• Ask questions• Take notes• Practice new skills for mastery• Share your knowledge with the class• Make the instructors aware of any special learning needs• Consult with instructors for individual solutionsTraining CustomizationTechnical training requests can be customized to suit your needs andrequirements
Training MaterialsAll training materials and class handouts are yours to keep for futurereference
FeedbackWe encourage your written comments and suggestions for courseimprovement on the post-course evaluation form
InquiriesContact Frances Stuart for details at 816-783-8586 or[email protected]. 6 Before you begin..
THESE ICONS MEAN..
Web-Based Training Classroom TrainingAbbreviationsACL Audit Command LanguageCDS Complaints Database SystemFAH Financial Analysts HandbookFCEH Financial Conditions Examiners HandbookFEETS Financial Exam Electronic Tracking SystemIRIS Insurance Regulatory Information SystemMAPT Market Analysis Prioritization ToolMARS Market Analysis Review SystemMATS Market Action Tracking SystemOFRS Online Fraud Reporting SystemPICS Personal Information Capture SystemRIRS Regulatory Information Retrieval SystemSAO Statement of Actuarial OpinionSERFF System for Electronic Rate and Form FilingUCAA Uniform Certificate of Authority Application 7 INTRODUCTION TO ACL™ACL™ is a computer based audit tool developed and marketedby Galvanize. The NAIC Audit Software Subgroup and NAIC AuditSoftware Working Group selected ACL™ as the examinationsoftware tool of choice
Course Description: Students will learn how to import data,execute commands, build expressions and export/report analysisresults
Prerequisite: Working knowledge of MS Windows Audience: State Regulators and State Approved Contractors Class Length: 2 1/2 days Topics Include: • ACL™ Fundamentals and Key Concepts • Accessing Data Files • Importing Files • Data Integrity and Fixed Point Arithmetic • Manipulating Data • Creating Reports and Graphing • SamplingACL™ training is scheduled throughout the year at the NAIC’sCentral Office in Kansas City, Missouri. The current ACL™TrainingSchedule can be viewed online under the section titled TrainingTopics: https://www.naic.org/education_technical_training.htm 8 INTRODUCTION TO ACL™ MARKET CONDUCTCourse Description: Students will learn how to import data,execute commands, build expressions and export / report analysisresults
Prerequisite: Working knowledge of MS Windows Audience: State Regulators and State Approved Contractors Class Length: 2 1/2 days Topics Include: • ACL™ Fundamentals and Key Concepts • Accessing Data Files • Importing Files • Data Integrity and Fixed Point Arithmetic • Manipulating Data • Creating Reports and Graphing • Sampling • Sample Market Conduct Data Call ListACL™ training is scheduled throughout the year at the NAIC’sCentral Office in Kansas City, Missouri. The current ACL™Training Schedule can be viewed online under the section titledRelated Documents and Resources on the following webpage:https://www.naic.org/education_technical_training.htm 9 ADVANCED ACL™Course Description: Students will learn how to use advancedACL ™ functions to create expressions and filters and scripts toautomate ACL™ processes
Prerequisite: Working knowledge of MS Windows Introduction to ACL™ Introduction to ACL™ Market Conduct Audience: State Regulators and State Approved Contractors Class Length: 2 1/2 days Topics Include: • Introduction to ACL™ Review • Defining a Report File • Using ODBC Multi-Variable Files • Functions Overview • Computed Fields Expression • Joins and Relations • WorkspacesACL™ training is scheduled throughout the year at the NAIC’sCentral Office in Kansas City, Missouri. The current ACL™Training Schedule can be viewed online under the section titledRelated Documents and Resources on the following webpage:https://www.naic.org/education_technical_training.htm 10 USING TEAMMATE™ ELECTRONIC WORKPAPERS (EWP)Course Description: Students will learn the basics of working aTeamMate™ Exam with EWP
Prerequisite: Working knowledge of MS Windows Audience: State Regulators and State Approved Contractors Class Length: 2 days Topics Include: • Setting up an Exam • Adding Procedures from a Template, TeamStore, and Manually • Adding Analysts and Examiners • Working on an Exam • Adding Work Papers • Issues • Coaching Notes • Tick Marks • Signing off Work • Reviewing Work • Creating ReportsTeamMate™ training is scheduled throughout the year at theNAIC’s Central Office in Kansas City, Missouri. The currentTeamMate™ Training Schedule can be viewed online under thesection titled Related Documents and Resources on the followingwebpage: https://www.naic.org/education_technical_training.htm 11 TEAMMATE™ STORES WORKSHOPCourse Description: Students will customize the TeamStores™and Team Libraries for their department
Prerequisite: Using TeamMate™ Audience: State Regulators responsible for maintaining their state’s TeamStores™ Class Length: 1-3 day workshop Topics Include: • Downloading NAIC TeamStores™ • Creating and Customizing TeamStores™This is an instructor led, self-paced class that allows attendeesto customize TeamStores™ in a manner that is most beneficial totheir department
See the contact information below to schedule TeamMate™ EWPtraining for your examination staff
Please utilize this training course catalog to assist you in identifying your educational and training needs. If your state is interested in onsite training, please contact the Manager of …
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Frequently Asked Questions
What is the naic?
The NAIC was founded in 1871 and is headquartered in Kansas City. The National Association of Insurance Commissioners (NAIC) was created and governed by chief insurance regulators from all 50 states, the District of Columbia and five U.S. territories.
What is the national association of insurance commissioners?
The National Association of Insurance Commissioners (NAIC) is a nonprofit, nonpartisan organization governed by the chief insurance regulators of the 50 states, the District of Columbia, and the five U.S. territories: American Samoa, Guam, the Northern Mariana Islands, Puerto Rico, and the Virgin Islands.
What does naifa do for the insurance industry?
In addition, the organization also lobbies on Capitol Hill to promote favorable legislation for the insurance and financial advisory industry. The National Association of Insurance and Financial Advisors (NAIFA) is a trade organization for insurance professionals and financial advisors.