Menu
California Surplus Lines Regulation Course that satisfies the state's requirement

Basics of California Surplus Lines Regulation

(269 customer reviews)

$14.00

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.

Course expires 18 months after purchase.

Category:

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

  1. Damian L. –

  2. Evelyn . –

  3. Daniel M. –

  4. Nathan L. –

  5. Cameron M. –

    I thought it would be helpful to get feedback once the final test was complete. I know it gives you breakdown of your score by section, but it doesn’t specifically state the question you got wrong. Kind of frustrating to not know as I scored a 69% twice before passing… I am sure I was getting the same questions wrong over and over again

  6. Janay W. –

  7. Michelle M. –

  8. Wendy L. –

  9. Todd A. –

  10. Jordan Z. –

  11. Valerie V. –

  12. Evelyn . –

    This course really helped me to understand insurance & they are very nice because they let you go back into the course as many times as you need after purchasing it.y

  13. Alicia O. –

    I enjoyed everything about this course. Very easy to work with and customer service is great.

  14. Eric J. (verified owner) –

    The content broken up the way it was with no ability to have all of it aggregated in one place made it difficult to get through. Additionally, it was challenging to review wrong answers only in tests. Overall not a great experience.

  15. Victoria K. –

  16. Leydis R. (verified owner) –

    Very interesty

  17. Richard M. –

  18. GARY L. (verified owner) –

  19. Nelsy G. (verified owner) –

  20. Danielle W. (verified owner) –

    there were some bugs along the modules

Only logged in customers who have purchased this product may leave a review.