Surplus Lines Tax Filings
Placing risks in the non-admitted market means you face new compliance obligations
That includes policy filings, surplus lines taxes, and tax/zero reports. We provide step-by-step support for surplus lines compliance, including powerful tools to help you easily access your information.
Why outsource surplus lines compliance?
Be productive
Give brokers the capacity they need to do faster, more accurate work.
Reduce delays & penalties
Besides ensuring on-time submission, we confirm that policy information is complete and tax calculations follow state rules.
Stay profitable
We help you avoid over (and under) payment of surplus lines taxes, and free up E&S brokers to focus on writing new business.
Keep your data safe
We provide secure storage and 24/7 access to policy, filing, and report information, as well as audit support.
Tax Estimator Pro
Get the right information, instantly
Unlike other tax calculators, our surplus lines compliance tool brings together all the resources you need for all U.S. states and territories, in one place. Just choose your state, enter the policy information, and you'll instantly receive a detailed breakdown of the taxes and fees owed.
Surplus Lines Industry Connection
Easily upload and access policy documents
Easily upload documents and information from your agency management system or file management system to our secure portal. Later, you can also easily extract those same documents from our system.
Policy Filings
Optimize complex filing processes
From new or renewal policies to endorsements, cancellations or certificates, our full lifecycle filing service keeps you current across complex state regulations and non-admitted markets. Dedicated experts simplify the regulatory requirements, verify documentation, and manage filings start to finish, ensuring accuracy, timeliness, and privacy along every step of the process.
Juggling numerous filings and growing premiums?
Find recent insights on surplus lines compliance
Have questions? We’ve got the answers.
Have questions? We’ve got the answers.
Frequently asked questions about ReSource Pro Surplus Lines.
ReSource Pro Surplus Lines FAQs
What is surplus lines compliance support?
Surplus lines compliance support helps brokers and insurance professionals meet regulatory requirements in the non-admitted market, including filings, tax reporting, and documentation management.
What compliance obligations exist in the surplus lines market?
Obligations include policy filings, surplus lines tax filings, zero reports, and state-specific regulatory requirements for non-admitted insurance.
Why should brokers outsource surplus lines compliance?
Outsourcing helps reduce delays and penalties, improves accuracy, increases productivity, and frees internal teams to focus on writing new business.
What tools and solutions support surplus lines compliance?
ReSource Pro offers tools like the surplus lines tax estimator and Surplus Lines Industry Connection (SLIC) portal for secure document upload and 24/7 access to policy and filing information.
What is the surplus lines tax estimator tool?
It provides detailed tax and fee breakdowns for all U.S. states and territories, helping brokers calculate premium taxes and fees accurately.
How does the Surplus Lines Industry Connection (SLIC) help?
The SLIC portal lets agencies upload and access policy documents and filings securely, giving on-demand visibility into compliance status.
What are surplus lines policy filings?
Policy filings cover the full lifecycle of surplus lines policies — including new and renewal filings, endorsements, cancellations, and certificates — with expert verification and submission support.
Who benefits from surplus lines compliance services?
Insurance carriers, retail agents & brokers, and wholesalers & MGAs operating in the excess & surplus markets benefit from accurate and compliant surplus lines support.
