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


JOHN L. (verified owner) –
LARITZA G. (verified owner) –
good
Yasmil N. (verified owner) –
CLAUDIO A. (verified owner) –
Veronica S. (verified owner) –
everything was super good
David S. (verified owner) –
Lemoine C. (verified owner) –
Great course I felt like I was back in college and hopefully it has prepared me for the real thing
Candido D. (verified owner) –
Emely M. (verified owner) –
Marwin F. (verified owner) –
Muy bueno el curso Aprendo Mucho
Sarah A. (verified owner) –
Tracy M. (verified owner) –
I loved the breakdown of the information. Great study materials as well! My favorite thing was because I work full-time and have kids. I don’t know if I could’ve completed the course in 60 days. I appreciate there was no time limit on this. It means a great deal for working parents that are trying to, begin a new
Wyatt W. (verified owner) –
great
Nury Marlit A. (verified owner) –
Thank you.
Leodan M. (verified owner) –
Rachelly L. (verified owner) –
Ashley C. (verified owner) –
MELIZA D. (verified owner) –
Genial
ERNESTO P. (verified owner) –
NA
Analis L. (verified owner) –
The experience was pleasant i liked it and i learned a lot