Description
Designed specifically for California surplus line brokers and their teams, this state-required training course helps agents and organizations stay compliant by strengthening your understanding of the surplus lines marketplace.
Under Section 1765(f) of the California Insurance Code, surplus line business entities must provide two hours of training every five years to employees who solicit, negotiate, or place coverage with non-admitted insurers. This course satisfies that requirement with a convenient, industry-focused learning experience.
Built from the official curriculum developed by the Surplus Line Association of California (SLA), this course delivers the essential knowledge your team needs to confidently operate within California’s surplus lines market. Participants will learn about regulatory requirements, compliance expectations, and best practices for working with non-admitted insurers.
Whether you are onboarding new staff or meeting your recurring training obligations, this course provides a simple, reliable way to maintain compliance and demonstrate your commitment to professional excellence in the California surplus lines industry.
Access to your course expires 18 months after purchase.
Course Outline:
- Preface
- Overview of Nonadmitted Insurance
- Historical Perspective
- Development of Surplus Line Insurance in California
- The Role of a Surplus Line Broker
- Underwriting and Binding Authority
- Claims Activities
- Soliciting and Advertising
- Affiliation with Nonadmitted Insurers
- California Licensing Rules for Surplus Line Brokers
- Transactors, Endorsees, and Bond Requirements
- Special Lines’ Surplus Line Broker License
- Eligibility of Nonadmitted Insurers
- LASLI—List of Approved Surplus Line Insurers
- GAP Placement with Ineligible Insurers
- Bulleting 96-4
- Placement Requirements
- Diligent Search Requirements
- Fundamental Filing Procedures for Transactions and Taxes
- Producer Record Keeping Requirements
- Regulatory References
- Resources
Dan A. (verified owner) –
A
Vilma O. (verified owner) –
the course was very informative easy to comprehend and navigate!
Josue F. (verified owner) –
Lissette a. (verified owner) –
feel grateful
Anthony T. (verified owner) –
Waheeda N. (verified owner) –
Jael P. (verified owner) –
super good
Adrien C. (verified owner) –
Angelica Patricia F. (verified owner) –
Excellent!!!!
Augustus P. (verified owner) –
A little more effort in the Florida sections would have been appreciated
Susana B P. (verified owner) –
Kevin M. (verified owner) –
VICTOR R. (verified owner) –
Samanta S. (verified owner) –
Mailyn Karina G. (verified owner) –
Excelente material de estudios
Amanda G. (verified owner) –
Darren B. (verified owner) –
KYRAN G. (verified owner) –
N/A
Yarin K. (verified owner) –
text to speech features on this course were really awful, put me to sleep. Some of the situations used in the slides and questions were unnecessarily descriptive or graphic, and the general format of the course was really un-engaging and made for a terrible learning environment and experience. In addition to this, I didn’t appreciate how the feedback on answering questions on the quizzes was the same regardless of what you picked. It wouldn’t explain why an answer was wrong (or in some cases why it was right), overall very poorly made course, only reason it’s not getting a one star is because at least the content exists and is accurate.