| Issue 14 | March 12, 2012 |
OPTins Offers a Second Payment Method
OPTins Welcomes Three More States
It's Time for the 2012 E-Reg Conference. It's Going to be an e-lympic Event!
Happy! Happy! Joi! Joi! Joi Burr That Is!
Upcoming OPTins Deadlines
When you are creating a filing in OPTins, make sure that you have selected the correct State, Filing Entity and Company Type.
Once you have created your filing, carefully review the State Instructions to confirm you are submitting the correct forms. Download the required forms and complete each one thoroughly and completely.
For more "Tips and Tricks," review the OPTins user manual.
The OPTins Help Desk is available Monday through Friday, 8 a.m. - 5 p.m., Central Time. Contact the Help Desk at 816-783-8990 or optinshelp@naic.org.
If you have any article suggestions or if there is anything you'd like to learn more about, please send an e-mail to optinsmktg@naic.org.
You asked and we listened! Now, in addition to the ACH debit payment method, we are offering the option of submitting payments using ACH credit.
- When you create a filing and use ACH credit, you will receive information from OPTins that must be entered into your bank's financial system. If you do not enter the information exactly as displayed, it will cause a delay in your filing submission to the state.
- Configuration will not allow the NAIC to be set up as an automatic vendor with your bank. The data must be keyed in each time, as there is a new required memo field with each transaction.
If you're already implemented to use OPTins, ACH debit will always be an option. If you decide you'd like to add the option of ACH credit to your account, please contact the OPTins Marketing Team at optinsmktg@naic.org or 816-783-8787.
We love to report when states show their support for OPTins and this month we have three new states to announce!
Filers can submit premium tax filings to Indiana for their 2012 first quarter filing due April 15, 2012. Beginning March 15, 2012, the District of Columbia will begin accepting their premium tax installment, surplus lines monthly and semi-annual filings, as well as captive insurance quarterly filings. On July 1, 2012, Michigan will begin accepting surplus lines filings through OPTins with the first semi-annual 2012 filing due August 15, 2012.
As a reminder; once you've implemented OPTins, you can automatically file in all participating states for all available filing types as they come on board.
Keep an eye on the State Participation page for a complete list of all active and licensed states.
Registration is now open for the 13th Annual NAIC/NIPR E-Reg Conference, which will be held April 29-May 2, 2012 at the Westin Crown Center Hotel in Kansas City, Missouri.
The conference will kick-off Monday afternoon with lunch and a special keynote motivational speaker, Karen McCullough. Tuesday festivities include a regulator and industry outing to Lucky Strike Lanes in the popular Power & Light District. Space is limited and there is a separate fee for this event, so register early!
Register now for the chance to network with your peers, talk to helpful exhibitors, meet with state regulators and, of course, attend educational sessions!
Say hello to Joi Burr, assistant director of retail surplus lines for Willis Group. Willis Group was one of the first companies to register to use OPTins and Joi has the distinct honor of being the very first Filer to submit a filing using ACH credit!
Joi has used OPTins for more than a year now and loves that required forms are easily accessible. "Any required forms are at our finger tips and we don't have to worry if we have the current version of an affidavit or form in our files," Joi said.
When asked if she has any OPTins advice for her peers, Joi said, "let the system work for you. If you can upload or copy data into a form, it is less work and reduces the chance for errors. Also, if you can make one filing per month instead of one policy at a time, you may find your process to be more efficient."
When Joi is not using OPTins, she loves to research various topics. "I like to get an issue where I have to do some research, put the pieces together, like a puzzle, and find the resolution," Joi said. "Especially those problems that nobody else can seem to solve."
We appreciate your enthusiasm, Joi!
We want YOU to be our next Featured OPTins User! Send an email to the OPTins Marketing Team at optinsmktg@naic.org and tell us how OPTins has improved your filing and auditing processes. You could be featured in an upcoming issue of the OPTins Scoop!
Alabama:
Premium Tax Quarter One: Due May 15, 2012
Alaska:
Premium Tax Quarter One: Due May 31, 2012
Arizona:
Surplus Lines Semiannual and AHCCCS Quarter One: Due March 15, 2012
District of Columbia:
Premium Tax Installment Filing: Due June 1, 2012
Surplus Lines Monthly Reporting: Due the 10th of Each Month
Delaware:
Premium Tax Quarter One: Due April 15, 2012
Surplus Lines Quarter One: Due April 30, 2012
Montana:
Premium Tax Quarter One: Due April 15, 2012
New Hampshire:
Filing Periods: Due the 10th of Each Month
New York:
Fire Insurance Fee Quarter One: Due April 15, 2012
Motor Vehicle Law Enforcement Fee: Due the 15th of Each Month
Nebraska:
Premium Tax Quarter One: Due April 15, 2012
North Dakota:
Surplus Lines 2011 Annual: Due April 1, 2012
Premium Tax Quarter One: Due May 30, 2012
Oklahoma:
Surplus Lines 2011 Annual: Due April 1, 2012
Premium Tax Quarter One: Due April 15, 2012
Surplus Lines Quarter One: Due April 30, 2012
Puerto Rico:
Premium Tax 2011 Annual: Due March 31, 2012
Rhode Island:
Premium Tax Estimate One: Due March 15, 2012
Surplus Lines 2011 Annual: Due April 1, 2012
Surplus Lines Quarter One: Due April 30, 2012
West Virginia:
Premium Tax Quarter One and Surplus Lines Quarter One: Due April 25, 2012