Surplus Lines Filing Compliance demo
Every E&S placement checked for its diligent-search proof, taxes and stamping-office filing before it is sent, state by state. 1:14
What the demo shows
A compliance solution for E&S placements that checks diligent search, tax and stamping filings.
Every placement gets a per-state stamping checklist: home state, carrier eligibility, each declination, affidavit, disclosure, tax, fee and filing, each a box that is ticked, open with its deadline, or failed with its reason. Agents read every declination, look the insurer up by NAIC number, check it writes the line, and plot its date against the binding date, which catches back-dated searches; they then search the placement's own emails for earlier evidence. When every box is ticked the licensed filer signs, and the filing joins the day's batch to its stamping office.
Transcript
- Surplus Lines Filing Compliance checks every E&S placement before it is filed.
- Each needs declinations, the right tax and fee, and a filing on time.
- Murisol Cold Storage, bound September 18th, Home State, California.
- Agents Workout Tax and Stamping Fee, $7,917.
- Each declination is checked, admitted, writes the line, Dated before binding.
- One fails. Coastal Sequoia's letter is dated six days after binding.
- The agent finds the underwriter's earlier email.
- Nadia accepts it. Every box ticked Nadia signs.
- The filing joins today's batch.
- Every placement filed with the right state tax and fee before the deadline.
- Built on Botminds.
- Agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.