You can run the Insurance schedules at any time during a reporting period, as long as the ISTAR Refresh/Valuation was executed for the month-end reporting date.
You can submit final reports when all prerequisite processing steps are complete.
- Insurance Client and Entity setups and elections were entered and verified.
- NAIC Designations and SVO Codes were loaded to ISTAR database tables.
- Prices were loaded.
- Schedule Write-In and/or Footnote values were entered and verified if needed.