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SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 [email protected]

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Page 1: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

SERFF:Tips & Tricks

SHOENFELT CONSULTING, INC.3717 Latimore Road, Shaker Heights, OH 44122

(216) [email protected]

mailto:[email protected]
Page 2: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Login

Page 3: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com
Page 4: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Workfolder

Page 5: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Billings

Page 6: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Filing Rules

Page 7: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Filings

Page 8: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Open Filings

Filings

Page 9: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Open Filings

Filing status on…

Page 10: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Open Filings

Draft Filings

Filings

Page 11: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Open Filings

Draft Filings

Messages

Filings

Page 12: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Open Filings

Draft Filings

Messages

Filings

Page 13: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Open Filings

Draft Filings

Messages

Filings

Settings View> Message Settings

Page 14: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Open Filings

Draft Filings

Messages

Filings

Settings View> Message Settings

Page 15: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Open Filings

Draft Filings

Messages

Filings

Search

Page 16: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Create Filing

Page 17: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 1

Create Filing

Page 18: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 1

Create Filing

Settings View> User Preferences

Page 19: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 2

Create Filing

Page 20: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 3

Create Filing

Page 21: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 4

Create Filing

Page 22: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 5

Create Filing

Page 23: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 6

Create Filing

Page 24: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 7

Create Filing

Page 25: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 7

Create Filing

Settings View> Add Company

Page 26: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 8

Create Filing

Page 27: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 9

Create Filing

Page 28: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Inside a Filing

Page 29: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

GeneralInforma

tion

Form Schedule

Rate Rule/Sche

dule

Supporting Documentat

ion

State Specific Filing Fees

Filing Corresponde

nce

Page 30: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

GeneralInformatio

n

Form Schedu

le

Rate Rule/Sche

dule

Supporting Documentat

ion

State Specific Filing Fees

Filing Corresponde

nce

Page 31: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Templates> Create Schedule Template

GeneralInformatio

n

Form Schedu

le

Rate Rule/Sche

dule

Supporting Documentat

ion

State Specific Filing Fees

Filing Corresponde

nce

Page 32: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

GeneralInformatio

n

Form Schedu

le

Rate Rule/Sche

dule

Supporting Documentat

ion

State Specific Filing Fees

Filing Corresponde

nce

Templates> Create Schedule Template

Page 33: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

GeneralInformatio

n

Form Schedule

Rate Rule/Sch

edule

Supporting Documentat

ion

State Specific Filing Fees

Filing Corresponde

nce

Page 34: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

GeneralInformatio

n

Form Schedule

Rate Rule/Sch

edule

Supporting Documentat

ion

State Specific Filing Fees

Filing Corresponde

nce

Page 35: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

GeneralInformatio

n

Form Schedule

Rate Rule/Sch

edule

Supporting Documenta

tion

State Specific Filing Fees

Filing Corresponde

nce

Page 36: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

GeneralInformatio

n

Form Schedule

Rate Rule/Sch

edule

Supporting Documenta

tion

State Specific Filing Fees

Filing Corresponde

nce

Page 37: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

General

InformationForm

Schedule

Rate Rule/Sch

edule

Supporting Documentat

ion

State Specific Filing Fees

Filing Corresponde

nce

Page 38: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

GeneralInformatio

n

Form Schedule

Rate Rule/Sch

edule

Supporting Documenta

tion

State Specific Filing Fees

Filing Corresponde

nce

Page 39: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Amending Filings

Page 40: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 1

Amending a Filing

Page 41: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 2

Amending a Filing

Page 42: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 3

Amending a Filing

Page 43: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 4

Amending a Filing

Page 44: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 5

Amending a Filing

Page 45: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 6

Amending a filing

Page 46: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 7

Amending a Filing

Page 47: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 8

Amending a Filing

Page 48: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

PDF Pipeline

Page 49: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 1

PDF Pipeline

Page 50: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 2

PDF Pipeline

Page 51: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

Step 3

PDF Pipeline

Page 52: SERFF: Tips & Tricks SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com

SHOENFELT CONSULTING, INC.James Shoenfelt | 216.561.6267 |

[email protected]


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