How do I file a layered policy with multiple insurers?

Tax Status 7 indicates that the insured for the policy is exempt from surplus lines tax. All new business and renewal transactions reported under Tax Status 7 will be questioned (TS7) while a SLIP+ team member verifies the tax-exempt status. SLIP+ staff may reach for policy documentation, and the transaction will be accepted if the exemption is valid.

To file a policy with more than one insurance carrier, click on New Policy under the Policy tab and complete the policy and transaction information. In the insurer section on the Coverage & Transaction Information box, enter the first insurer and associated premium and policy fees (if applicable). Then click the Add Insurer button, select the additional insurer, and complete the premium and policy fee information. Repeat these steps for each carrier on the policy.

If you need to delete a layer, click the Remove button to the right of the premium field. Once you have completed the premium and policy fees for all insurers on the policy, click Submit.