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
Jason L. (verified owner) –
Juan T. (verified owner) –
Excellent course, excellent material, I’m plenty recommended
Claudia R. (verified owner) –
Super dynamic
Jennifer R. (verified owner) –
Amazing process while taking the course. Extremely efficient.
Garrett G. (verified owner) –
Luciane D. (verified owner) –
It is ok
Lonnie O. (verified owner) –
Wonderful preparation, easy to understand!
Matthew T. (verified owner) –
Cynthia P. (verified owner) –
Me gusto mucho la plataforma y como esta todo estructurado pero el curso esta literalmente traducido al español y hay cosas que necesitan ser interpretadas y algunas palabras deben quedarse en ingles para hacer sentido. Es lo unico que entiendo que se debe mejorar, todo lo demas genial.
Alejandro P. (verified owner) –
The spanish translation needs to be revised; it has many errors. Everything else is perfect.!!!!
Yarisleydi P. –
excelente
Carolin C. (verified owner) –
el curso fue extenso y me costo bastante porque son muchos terminos pero lo logre, es bastante util y muy bien organizado. gracias
Kimberly H. (verified owner) –
Omarion E. (verified owner) –
The course was very informative. The course was very helpful and had very in detail information. However, the course had more than a few glitches within the course some of the voice changes were distracting. But other than that, the course was amazing.
Helen M. (verified owner) –
Impressive
Jonathan T. –
Tyler P. (verified owner) –
Jake H. (verified owner) –
I felt some of the answer options in the tests and quizzes could have been more clear. On occassion the question could be somewhat vague which left room for ambiguity in the answer choices listed. Otherwise the material was thorough and I enjoyed the course.
George M. (verified owner) –
lets see how i do after the state exam to see if this course was worth it
Adriana M. (verified owner) –