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Introductory Guide to Surplus Line Information Portal 2.0 ( Introductory Guide to Surplus Line Information Portal 2.0 (

Introductory Guide to Surplus Line Information Portal 2.0 ( - PowerPoint Presentation

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Uploaded On 2015-11-03

Introductory Guide to Surplus Line Information Portal 2.0 ( - PPT Presentation

Californias Electronic Filing System   THE SURPLUS LINE ASSOCIATION OF CALIFORNIA SLIP Wizard Creating EndorsementCancellation SLIP Wizard Create EndorsementCancellation 3 ID: 181101

cancellation endorsement create policy endorsement cancellation policy create initiating click select type slip upload documents transaction information search add

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Slide1

Introductory Guide to Surplus Line Information Portal 2.0 (SLIP)California’s Electronic Filing System 

THE SURPLUS LINE ASSOCIATION OF CALIFORNIA

SLIP Wizard:

Creating Endorsement/CancellationSlide2

SLIP Wizard: Create Endorsement/Cancellation… 3 Select Type of Endorsement…….………………….

4Search for Initiating Transaction…………………… 5Search Results

..……………..……………………….

6Creating the Endorsement…………………..…....... 7 Linking to Initiating Transaction……………………. 8Saving Endorsement……………………………...… 10Adding/Uploading Documents……………………… 11

2

Table of ContentsSlide3

To create an endorsement or cancellation, click Create Endorsement/ Cancellation

.3

SLIP Wizard: Create Endorsement

/ CancellationSlide4

Select the type of endorsement you are entering in SLIP. Click Next to search for the initiating policy.

4Create Endorsement/Cancellation: Selecting Type of EndorsementSlide5

For an endorsement or cancellation, search for the initiating policy by entering information in any or all of the fields by policy number, name of insured, and/or submission status. The Information icon next to the Name of Insured field shows you how the SLA enters the insured name in its database.For businesses with DBAs, the SLA enters the DBA name.

5

Create Endorsement/Cancellation:

Search for Initiating TransactionSlide6

Based on the information entered for the search criteria, this screen shows the results. Green check marks under the Submitted column indicate these transactions have already been submitted to the SLA. Alerts column refers to the number of possible tag violations found by SLIP for this transaction.To select the initiating transaction

:Check the box under the Select column next to the policy you are renewing.

Click Create Endorsement at the bottom of the screen to bring forward the initiating policy information

.6Create Endorsement/Cancellation: Search ResultsSlide7

The Standard Policy is default for all new and renewal policies. If your policy falls under one of the categories listed, click the radio button next to the correct type of policy.A master policy is a single contract issued on a group basis with certificates of insurance issued to the policyholders.A multi-state policy covers a risk that resides in more than one state

.An exempt commercial purchaser/commercial insured (ECP/CI) is one who meets three requirements and the policy is exempt from a diligent search. (Refer to California Insurance Code (CIC), Section 17601.1(b))

7

Create Endorsement/Cancellation: Creating the EndorsementSlide8

The information from the initiating policy will be carried forward.

Enter the endorsement effective date and endorsement number. 8

Create Endorsement/Cancellation:

Linking to Initiating TransactionSlide9

Coverages & FeesSelect the Coverage Type to refine the Coverage Code menu to those coverages that fall under that category

.Enter

the premium next to the coverage

code. If more than three coverages, click the plus button (located above the Coverage Type header) to add more coverage.

9

Linking

to Initiating

Transaction

(cont.)

For

policies with taxable fees, check the box in the middle column next to the taxable fee, and enter the fee amount.

(To add more fees, click the plus button above the Fee Name.)Slide10

You can add notes for the analyst by clicking the plus button.You can review for alerts and save the endorsement to your account at this point.Select Next to upload/add the required documents as with a new business or renewal.

10Create Endorsement/Cancellation: Saving EndorsementSlide11

California requires a copy of the endorsement or cancellation.

Select the Upload forms or documents from my computer link to upload files from your computer.

11

Create Endorsement/Cancellation: Upload/Add DocumentsSlide12

Check the box next to the document(s) to be uploaded. Browse and select the documents from your computer file and click Upload.Click the box next to the document type and save the transaction to your account.Remember only documents less than 10MB and in a TIFF, PDF, PNG, PDF/A, or JPG/JPEG format will load successfully

.12

Upload

/Add Documents and Save (cont.)