Filings

Surplus Lines Automation

Simplify surplus lines processing with automated tax calculation, document generation, and regulatory filings. This module ensures faster compliance, reduces risk, and centralizes back-office workflows for seamless surplus lines management.

Effortless Surplus Lines Compliance

Automate complex tax and filing requirements to stay compliant and focus on growing your business.

Automated Tax Calculation

Accurately compute surplus lines taxes based on jurisdictional rules.

Streamlined Document Generation

Create and manage all necessary regulatory filings with ease.

Regulatory Submission Automation

Submit filings directly to state regulators, minimizing delays.

Jurisdictional Intelligence

Trigger workflows and tax remittance based on state-specific thresholds.

Risk Reduction

Lower the chance of penalties with consistent, audit-ready processes.

End-to-End Workflow Management

Manage placement, tax, and filing seamlessly within one system.