State filing tracking
Rate, form and licensing filings tracked by state
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the filing records and the state requirements
Tracks the client's rate, form and licensing filings by state with the status and the effective dates
Computes the deadlines and finds the open items
Flags the states where a filing is overdue, an objection is open or a license renews within ninety days
Drafts the calendar and the responses
Drafts the filing calendar and the responses to routine objections
Works in
Box, ServiceNow, SharePoint
Box, ServiceNow, SharePointWhat it does
- Tracks the client's rate, form and licensing filings by state with the status and the effective dates
- Flags the states where a filing is overdue, an objection is open or a license renews within ninety days
- Drafts the filing calendar and the responses to routine objections
Connects to
Need it to work differently?
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