SLIP

You can submit the prior year’s policy by attaching it to the tag, or you can enter it in SLIP.  However, if you choose to enter the prior policy in SLIP, reference the submission number in your tag response.

Please note: It is important that you choose one or the other; otherwise, this will create a duplicate.  When the analyst receives a tag attachment, he/she creates a submission and processes it. 

You can submit the policy by attaching it to the tag, or you can enter it in SLIP.  However, if you choose to enter the policy in SLIP, reference the submission number in your tag response.

Please note: It is important that you choose one or the other; otherwise this will create a duplicate filing.  When the analyst receives a tag attachment, he/she creates a submission and processes it.

Correct the online SL form by performing the following steps:

1. Choose the transaction that needs correcting.
2. On the Tag Summary page, click on the ‘Respond to Selected Tags’ and enter your tag response.  Submit to the SLA.
3. When the system returns you to the transaction details screen, click on the tab of the form you wish to correct.
4. Click on the ‘Edit’ button at the bottom of the form page, make the corrections, and click the ‘Save’ button to save the change(s).
5. Enter the reason for editing and backing out the original submission.  Click on the ‘Backout and Replace’ button.

Click on the ‘Resume in Wizard’ button at the bottom of the page and follow the prompts to resubmit the transaction with the corrections to the SLA.

You can respond to multiple tags if the tag is requesting the same information.  If you are tagged for different issues, each tag should be answered individually.

You are not required to file electronically; however, filing your policies electronically will expedite the submission and examination process and eliminate postage costs. As well as filing convenience, using SLIP will give you historical account, invoice and tag information, as well as allow you to pay your stamping fees online using a credit card or ACH/eCheck. There are numerous benefits of filing electronically, and we've seen that once a member files electronically, they do not go back to paper. If you are unable to submit documents electronically, you can still submit paper copies of your policy documentation via mail.

 

Yes, you must have a SLIP account to submit policy data electronically.

The SLA California will create master accounts for each licensed broker and must be contacted for proper verification and documentation. Once the master account is created, the master account holder may create additional user accounts within his/her organization for other individuals to submit filings.

To create a new business policy in SLIP, simply click the Create New Business Policy hyperlink on the SLIP Home screen and follow the prompts on the subsequent screens. *You must upload a Declarations Page/Binder/Cover Note or Certificate and check the Declarations Page or Binder or Cover Note or Certificate checkbox in order to submit a new business policy to the SLA through SLIP. You should also upload or complete the SL-1 form (and possibly the SL-2 or GAP form if conditions apply) to avoid receiving a system generated alert for missing documents. See What documents should be filed with the SLA? for more detail on documents to include in policy filings.

Note: If your policy has multiple insurers and/or is a layered policy, please contact the SLA at 415-434-4900 for instructions on how to handle this in the new version of SLIP.

To pay your stamping fee invoices online either by credit card or ACH, select the desired invoices from the Outstanding Invoice tab on the Invoice Statements screen, and click the Pay Stamping Fee button. Follow the prompts on the subsequent screens and click the Submit Payment button. *Payments are processed by COB PST on the business day following submission of payment. Only SLIP users with appropriate permissions can pay invoices online through SLIP; contact your Master User to update your permissions.  You are also able to pay "automatically" via ACH, which allows you to establish an auto-payment schedule for paying your stamping fees a pre-selected number of days after the monthly invoice is generated. This eliminates the burden of logging into SLIP and paying the stamping fees every month.