The Legal and Compliance Department is here to assist our members by offering a variety of services. The services we provide include:
Free Continuing Education Courses:
- On-site courses provided throughout the year in Northern and Southern California
- Topics range from new regulations to unusual coverage to filing procedures
- All courses are approved by the California Department of Insurance for resident property and casualty broker-agents
Webinar Training on Filing Procedures:
- Information required on the policy documentation
- What the SLA analyst looks for when reviewing the Confidential Report of Placement (SL1 form) and Diligent Search Report (SL2 form)
- Specific attention on the areas where you are most frequently tagged
Onsite Training on Filing Procedures:
- Information required on the policy documentation
- What the SLA analyst looks for when reviewing the Confidential Report of Placement (SL1 form) and Diligent Search Report (SL2 form)
- Specific attention on the areas where you are most frequently tagged
- Review of your filings to determine what information is acceptable
SLIP Training:
- Entering transactions in SLIP
- Completing the online SL1 and SL2 forms
- Uploading documents
- Searching for prior transactions
- Answering tags
Other Services:
- Creation of customized manuals for your office
- Licensing assistance
- Broker requirements and compliance
- Surplus line tax assistance
Contact us at compliance@slacal.com or (415) 434-4900.