What is the Shared Work Items Section?
How To Create a New Work Item.
What is "Sharing" in the OASIS System?
How to "Share" the Work Items in the OASIS System.
How to Delete or Resubmit an Incorrect File.
Helpful links
About Original Signatures for Form A and Form D.
About Original Signatures for Form A and Form D.
What is OASIS?
Oasis stands for the Online Assistance System for Insurer Submittals. The California Department of Insurance (CDI) has created this system to allow companies to make filings on-line rather than by submitting paper documents.
What is Registration?
The "Registration" is for the first-time user to gain access to the application. When Registration information is sent to the California Department of Insurance database, you will receive an email "OSR Invitation for (NAME)" to complete your registration by following the instructions in the email. At this time you will be asked to create a password.
Note: The Login Name and Password are case-sensitive.
What is the Shared Work Items Section?
The "Shared Work Items" section allows you to access another user's work item to upload documents (this can be done only if the other user has shared that work item with you) or viewed work items you have shared with other users.
How To Create a New Work Item.
To begin creating a new work item, you need to go to the appropriate landing page, then click on the "New Work Item" link. This link allows you to create a new work item for the appropriate subject group.
What is "Sharing" in the OASIS System?
The OASIS system allows multiple users to participate in the submittal of a work item. The user who creates the work item is called the "owner." The owner may allow other users to upload files and/or submit the work item.
Only the owner can share a work item. A "sharee," a user, who has access to the work item but is not the owner, cannot share with another user.
How to "Share" the Work Items in the OASIS System.
OASIS allows multiple users to assist in the submittal of a work item. One person can start the process, and others can upload documents and assist in the credit card payment and submittal of the work item.
The owner must go to the Working-On Work Item page, then click the Share link to start sharing the work item with specified user(s).
The other users must first go to the CDI website and register. After completing registration, the user will come to the Work Items page. Under the section "Shared Work Items" the user will find the shared work item.
How to Delete or Resubmit an Incorrect File.
If you have uploaded an incorrect document/file and:
Have not submitted the filing: Click the "Delete" button next to that document to delete. The old document/file must be deleted before the corrected document/file can be uploaded.
Or have submitted the filing: Please contact us at: OASIS@insurance.ca.gov. Our staff will instruct you on how to resubmit a new/corrected document/file.
About Original Signatures for Form A and Form D.
The signature page of Form A and Form D with original signatures must be submitted to CAB within 10 business days of online submittals. Please submit to:
California Department of Insurance
Legal Division
ATTN: CAB-Intake
1901 Harrison Street, 6th Floor
Oakland, California 94612
About Amendments.
An amendment to a document may be filed only after the original document has been filed, submitted, and approved. Please contact the Financial Records Unit at (213) 346-6423 for approval. You will need the Work # to submit an amendment on a specific document. Click on the Work #, select the document, then upload the document.