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
Yuleides F. (verified owner) –
El metodo de estudio de esta plataforma de estudio es estupenda me ayudo muchisimo gracias..
Danna L. (verified owner) –
Buen material. Solo algunas palabras mal traducidas al español
ARELY C. (verified owner) –
Congratulations on the creations of this course, I learn so much, Thank you.
Malia R. (verified owner) –
JENNYFER M. (verified owner) –
Addyson C. (verified owner) –
Torre L. (verified owner) –
Gustavo A. (verified owner) –
ISABEL M. (verified owner) –
No me gusto que fuera completamente escrito porque es mucha información y se hace muy pesada la lectura, siento que de contenido esta ok pero hubiese preferido que hubiese partes en video o narradas
Quy N. (verified owner) –
Good course with a lot of learning materials
Gerardo O. (verified owner) –
Translation to Spanish is not a good one.
Faith T. (verified owner) –
Joseph S. (verified owner) –
The curriculum was very comprehensive and through. The added study bank help me focus on areas I needed to review. The flash cards help me quickly find definitions for important terms I needed to know quickly. The performance matrix help me focus on weak areas. Overall, the experience was positive, but it wasn’t easy at all. The final exams were very challenging and in some cases identified areas I very limited knowledge about.
Ashley V. (verified owner) –
There were some things on the exam that I do not remember learning about. I cannot remember what they were.
Sabrina C. (verified owner) –
karen c. (verified owner) –
excelente…!!!!
WHANDA E. (verified owner) –
Tiffany R. (verified owner) –
Sharmaine B. (verified owner) –
Carmigeli G. (verified owner) –
la traduccion all espanol en algunos terminos y parrafos es confusa e incorrecta