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
Andrew M. –
Took me a while but hey, we got her done.
Giovanni D. (verified owner) –
Great course
Martin A. (verified owner) –
Amazing Course. very detailed and helpful in every single topic/chapter
Jacob E. (verified owner) –
Jamie P. (verified owner) –
Christina P. –
The course is great, but I felt the Final Exam had many questions on it that were not covered previously in the course. I think more info needs to be given based on the State’s Rules & Regulations that will be tested on. Also I would of liked to review the final exam to see what I got wrong but it does not give me that option. Other than that the content was engaging and i liked the graphics and weird scenarios is sometimes gave. It kept me interested. Just wish is covered everything the exam’s covered.
Brittani G. (verified owner) –
Wish the study bank was more in depth – most of the concepts on the final exam were not quizzed in the study bank.
Julio C. (verified owner) –
nice
Alyssa L. (verified owner) –
Kelsie M. (verified owner) –
Ethan R. (verified owner) –
I would add in a feature of subtitles. The voice and pacing is very good.
Damon M. (verified owner) –
hjjj
Olinda G. (verified owner) –
good
CLAUDIA F. (verified owner) –
Salvador V. (verified owner) –
OSCAR J. (verified owner) –
Once modules are completed, one is not allowed to fast forward or skip to desired section or module to review.
Samaria W. (verified owner) –
John B. (verified owner) –
2 question and the answers are bad
Michael M. (verified owner) –
Great info, everyone should take this before the test.
Christine E. (verified owner) –
info and practice tests were great, had a little trouble navigating