Appointing Entity Verification Component (Appointing Entity Data)
Submittal Component ListAfter selecting a New Appointment Submittal from your eAppoint Workbench, the Submittal Component List for the selected Submittal will display. There are two Components for a New Appointment Submittal, Appointing Entity Data and DI4-501. eAppoint will display the date and time each Component was last updated, as well as the current status of each Component. Clicking on the name of a Component will display the screens required to complete it. Both Components must be complete before eAppoint can further process the Submittal. Notice in the sample Submittal Component List for a New Appointment Submittal shown below that the Review this Submittal & Pay &Submit buttons are disabled, preventing you from submitting an incomplete submittal.
After you have successfully completed both Components for a New Appointment Submittal and return to the Submittal Component List, it will display as shown below. Notice that the Review this Submittal and Pay &Submit buttons are now enabled.
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Appointing Entity Verification Component (Appointing Entity Data)Selecting the Appointing Entity Data hyperlink from the New Appointment Component List will display the below screen for your verification. Once you have verified that the data eAppoint has displayed is correct, click Return to Component List to complete this Component.
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DI4-501 ComponenteAppoint provides the DI4-501 Component for you to enter the licensee and appointment data for new appointments. The DI4-501 Component hyperlink will not be enabled until you have completed the Appointing Entity Data Component. When you click on the DI4-501 Component hyperlink, eAppoint will display the Select Submittal Type Screen shown below. If you would like to upload a file consisting of multiple new appointments, you should click within the circle to the left of "File Upload". If you would prefer to enter the new appointments individually, you should click within the circle to the left of "Online Form".
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Upload New Appointments ScreenThe Upload New Appointments Screen shown below will display if you have selected "File Upload" on the Select Submittal Type Screen and clicked Continue. eAppoint will only accept an uploaded file if it has been created using the appropriate layout. They file upload format can be accessed by clicking here. Before uploading, be certain your file contains less than 1000 new appointments. If you need to issue more than 1000 new appointments, you will need to create multiple files, each with less than 1000 new appointments. This screen also displays important information regarding penalty fees assessed for late appointments. eAppoint will automatically assess a $250.00 late appointment fee for each appointment within your file that includes an appointment date more than 45 days from the date the licensee began transacting insurance business with your company.
If eAppoint finds no errors in the file you uploaded and each appointment can be issued, eAppoint will display a message indicating the number of appointments uploaded from the file. If the uploaded file contains errors, eAppoint will process the appointments that contain no errors and display the New Appointments Upload Errors Screen, which lists each of the individual errors for the appointments that could not be processed. You will need to correct each error or remove the appointments containing errors from your file and repeat the upload process to resubmit the appointments which originally contained errors. eAppoint will include a link on the revised Upload New Appointments Screen to the list of errors found in your uploaded file. The below screen includes the link described. Once you have corrected the errors, you should repeat the upload process.
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License Number ScreenThe License Number Screen shown below will display if you have selected "Online Form" on the Select Submittal Type Screen and clicked Continue. You will need the Licensee's License Number in order to continue with the new appointment online form process. Once you have entered a Licensee's License Number in the field eAppoint provides, you should click Continue to retrieve the Licensee's information.
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Clicking Return to Component List will return you to the Submittal Component List Screen. |
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Clicking Choose another Licensee will return you to the License Number Screen to enter a different License Number. |
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Clicking Continue will display the TYCL of the appointment Screen. |
Return to TopOnce you have verified that eAppoint has identified the appropriate Licensee, you will need to select the Type and Class of the new appointment. eAppoint provides a drop down menu of appointment types and classes for which you are eligible to appoint. After you have made your selection and clicked Continue, eAppoint will check to see if the Licensee is eligible to be appointed for the Type and Class you have indicated.
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Clicking Return to Component List will return you to the Submittal Component List Screen. |
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Clicking Continue will display the next New Appointment Screen. |
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Once you have entered the type and class of the appointment, eAppoint will display the Appointment Date Screen shown below for you to select the date the appointment should be issued. Florida Statute requires that you must submit all new appointments to the Department of Financial Services within 45 days after the date of the appointment. A $250.00 penalty fee is assessed for each appointment that is submitted after the 45 day grace period.
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Clicking Return to Component List will return you to the Submittal Component List Screen. |
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Clicking Continue will display the next New Appointment Screen. |
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If the Appointment Type Class requires the identification of a County, eAppoint will display the screen below. Select the appropriate county from the dropdown list and click Continue to proceed.
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Clicking Return to Component List will return you to the Submittal Component List Screen. |
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Clicking Continue will display the next New Appointment Screen. |
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If there are errors processing your request for appointment issuance, eAppoint will display the error as shown in the below screen. You will need to either select a different Licensee or try appointing the same Licensee for a different Type and Class. eAppoint will not permit the appointment to be issued if there are existing errors.
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Clicking Choose another Licensee will return you to the License Number Screen to enter a different License Number. |
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Clicking Choose another TypeClass will return you to the TYCL of the appointment Screen to select a different type and class of appointment for the same Licensee. |
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Once eAppoint has successfully added the New Appointment to the Submittal, the below screen will display. From this screen you can either return to the Component List and proceed to the eAppoint Payment Wizard or you may select to add another appointment to the submittal.
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Clicking Return to Component List will return you to the Submittal Component List Screen. |
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Clicking Add another appointment will return you to the Select Submittal Type Screen. |
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