Filing Tips and Tricks
What steps can I take to avoid submission errors?
To ensure that you are submitting the correct form, ensure that you have selected the correct state.
How can I avoid form errors from occurring at submission?
Most forms built into OPTins are considered "parsable" forms. This means that the data entered in the fields can be extracted by the state for their reporting and auditing purposes.
If your company uses the TriTech Premium Pro software, the data automatically converts into a parsable format when submitted through OPTins. There is nothing else you need to do.
If you are not a TriTech Premium Pro user, it is very important that you use the forms built into OPTins and follow the instructions regarding completing the forms. Here are some tips:
If you see a green checkmark icon next to the document name, this means it is a required form. When you see the green checkmark icon, you must follow these steps:
1. Click on the paperclip icon to download the form to your computer.
2. When the form opens, choose "File", then "Save As", then save the form to your computer.
3. Once you've saved the form to your computer, complete the form, then save it again.
4. Go back into your filing, then click the "Upload" link next to the required form to upload the completed form into OPTins.
Read the State Instructions for an overview of any documents that can be scanned and attached to the Supporting Documentation area. If it is indicated in the State Instructions, OPTins will allow you to scan and upload the document. If you attempt to scan any required document as indicated by the green checkmark icon, you will receive an error message.
Complete EVERY field on a required document. The system will look for data in all fields and will generate an error message if the field is left empty. For example, referencing the New Hampshire Affidavit form, complete all fields per row, per Producer. Do not extend down the column with data unless the data relates to a separate Producer.
In the "Day" field on any form, enter just the number of the day � nothing else. For example, enter "6", not "6th".
Ensure that the data entered does not contain a space at the beginning or end of the entry. Spaces are considered characters and will can an error message to occur.
If a required form asks for a signature, an Electronic Signature must be used. Filers can create their personal Electronic Signature using Adobe Acrobat. For more information regarding electronic signatures, click here.
Didn't find what you needed here?
The OPTins Help Desk is a great source of information.
Contact the OPTins Help Desk by calling 816-783-8500 or emailing optinshelp@naic.org.