File Upload Portal
ATTN: Online Filers
In compliance with new rule changes, SLTX must now capture policy limits on policies effective on or after 12/30/2018. You must provide the highest aggregate limit.
Property Policies – Total Insurable Value (TIV) for all properties on the policy (both in and outside of the state)
Liability Policies – Aggregate Limit
Package Policies (property & liability) – TIV for all properties on the policy (both in and outside of the state)
Other – Accident & Health – Maximum Benefit, aka Total Sum (excluding occupational A&H, which are not required to report)
While only (1) loss limit per policy is still required, regardless of policy type, it does require agent staff to be observant of “property TIV, in/outside the state.”
To expedite the collection of this data, SLTX has updated its online filing system to include a Policy Limit field. This field is available for all new and renewal policies, binders, premium bearing endorsements, and updates. While submission through EFS is preferred, policy limits will still be collected through the file upload portal below. An Excel template may be utilized to transmit the data. The file name must include the SURPLUS LINES TDI License Number. Alternatively, you may submit a declarations page with any supplemental pages as a PDF to comply. The submission methods available are as follows:
- EFS Policy Limit field (preferred)
- Excel Template (preferred) (MUST USE THIS FORMAT)
- PDF Declarations and relevant supplemental pages (PDF)
Multiple documents may be submitted as a zip file through the form below. The max file size limit is 25 MB.
If you do not know your SURPLUS LINES TDI License Number, you may look it up on TDI’s Agent Lookup.