Please review the important Bulletin released by the Pennsylvania Surplus Lines Association. This notice outlines a change to the minimum qualifying amounts required to be classified as an exempt commercial purchaser.

The Oklahoma Insurance Department has issued Bulletin 2025-01, providing clarification on the state's anti-rebating statute. If you have any questions or need further information, please contact the Oklahoma Insurance Department's Legal Division at 405-521-2746 or via email at tyler.trammell@oid.ok.gov.

ELANY has released Bulletin 2025-02 extending its free cybersecurity awareness training offer through December 31, 2025. If you have any questions please reach out to elanyinfo@elany.org.

The Alaska Division of Insurance has issued Order R 25-01, updating the Surplus Lines Placement List. This update includes the addition of two new lines of business. Our portal has been updated accordingly to reflect these changes.

Please review the important information below from the SLAS regarding Oklahoma Optins Credits and 2024 Annual Reporting:

Oklahoma OPTins Credits

For customers who are awaiting a refund check for 2024 filings submitted in OPTins for Oklahoma, you may have the option to apply the refund to your Oklahoma tax balance in SLIP. To qualify, you must meet the following requirements:

• You currently have an outstanding invoice due in SLIP for Oklahoma taxes.
• You currently have a credit balance in OPTins and are awaiting a refund from Oklahoma for one or more 2024 quarterly filings.
• The Oklahoma tax refund amount in OPTins exceeds the Oklahoma tax SLIP invoice amount.

To apply the outstanding OPTins credits to your SLIP Oklahoma tax invoice, please contact the OID Surplus Lines Department at OKSurplusLines@oid.ok.gov to confirm your refund has not been processed and request it to be applied to the Oklahoma tax SLIP invoice.

Please provide the SLIP invoice(s) and the tracking numbers from any applicable OPTins filing. The OID will review the request and if approved, the credit will be applied to the Oklahoma tax SLIP invoice. Credit requests must be received prior to the tax invoice due date of 1/31/2025 to avoid delinquent notices.

If a credit remains in OPTins after the SLIP tax invoice is offset, the OID will process a refund for the difference. Please contact the SLAS accounting team at accounting@slasclearinghouse.com if you have any questions.

Oklahoma Annual Report Filings for 2024 Business

The 2024 annual report for Oklahoma is now available in SLIP under Reports > Annual Reports. Users will then select the appropriate state and reporting period, enter the electronic signature and submit. Please note that the Annual Report must be submitted under the agent’s primary SLIP account. Users associated with the agent’s account cannot submit the Annual Report.

All active surplus lines license holders are required to file an annual report, regardless if business is written or not. Surplus lines agents will need to file an annual report in SLIP for all 2024 business. Individual brokers may also need to file an annual statement in OPTins if 2023 business or prior was reported in OPTins in 2024. Business entities (agencies) will continue to file their annual report in OPTins, including zero-business reports.

Please ensure you only report OPTins policies in OPTins and SLIP policies in SLIP to avoid duplicate reporting. If you are unsure where to file, please email the SLAS team at info@slasclearinghouse.com or OID at OKSurplusLines@oid.ok.gov.

For more information, please visit the Oklahoma Insurance Department Frequently Asked Questions.

Please take a moment to review the ELANY Bulletin 2025-01, which contains important information regarding zero premium tax statements. If you have any questions please email elanyinfo@elany.org.

Please be advised of the following notice when logging in to the Clearinghouse:

State License Numbers will be required beginning Jan 4th.

The state surplus lines license number must be entered in SLIP prior to filing a transaction for the state.

To add the state license number(s):

Settings > User Settings > State Licenses > New

Please contact the SLAS team at info@slasclearinghouse.com or 877-267-9855 > Option 1 if you have any questions.

The SLAS has informed us that they will be updating the system to implement the state license enhancement. As a result, brokers should already have their licenses added for all states, except for Colorado.

To ensure your account is fully updated, please log in to each of your accounts and add your Colorado license number. You can find this option on the settings page within SLIP.

Please take a moment to review Bulletin No. 2024-27 issued by the Excess Line Association of New York. The bulletin contains an important reminder regarding the submission and processing of extension endorsements. If you have any questions, please email ElanyInfo@elany.org.

Kindly take a moment to review the important notice below issued by the Colorado Division of Insurance regarding the distinction between filing in SLIP and the Colorado Surplus Lines Tax System. This notice provides critical information that will assist in ensuring compliance with state filing requirements.

The Colorado Division of Insurance will begin using the SLIP platform to collect non-admitted policy data and premium taxes for all policies and endorsements on policies effective on or after January 1, 2025. Do NOT file NEW or RENEWAL policies effective 01/01/2025 and beyond in the Colorado Surplus Lines Tax System. NEW and RENEWAL policies effective 01/01/2025 and beyond are to be filed in SLIP at https://www.slasclearinghouse.com.

Endorsements to policies effective BEFORE 01/01/2025 are to be filed in the Colorado Surplus Lines Tax System, even if the Endorsement is effective 01/01/2025 and beyond.

Please contact the SLAS team at info@slasclearinghouse.com or 877-267-9855 > Option 1 if you have any questions regarding the SLAS System. For questions regarding the Colorado Surplus Lines Tax System contact 303-894-2371 or DORA_ColoradoInsuranceSurplusLinesTax@state.co.us

The Surplus Line Association of California has issued an important notice regarding the sunsetting of previous versions of the Diligent Search Report, also known as the SL-2 form:

In January 2024, the SLA launched a streamlined Diligent Search Report (SL-2 form) to simplify the filing process, which has been well adopted.

As part of our commitment to serving our members effectively, we are sunsetting all previous versions of the SL-2 form, including form versions dated 06/2004.
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Dates you need to know:

Effective April 1, 2025:

Filers using SL-2 form versions dated before January 2024 will receive informational tags with a reminder to use the new SL-2 form.

Effective January 1, 2026:

The SLA will no longer accept SL-2 form versions dated before January 2024. Filers using outdated versions of the form will receive a tag requesting resubmission with the current version.

The current version of the SL-2 form can be found here.

We encourage you to transition to the current version as soon as possible to ensure compliance.