SLA EFS User Manual - Surplus Line Association of Illinois
Contents
1. Alpha By Insured O By insurance Co By Date Filed Main SLA Website al column Property including excess Property including excess Allied Lines Excess of Loss Property including excess Earthquake Crop Hail All Difference In Conditions All Multiple Peril Multiple Peril Multiple Peril Multiple Peril Multiple Line VERIFY Property including excess Farm Owners Home Owners Commercial SMP s Logout Inland Marine Inland Marine All Others Inland Marine Watercraft Aviation All Glass All Professional Errors amp Omissions D amp O Professinnal Friars amp Ornicsinns All Others Prufessiviel Errurs amp Oiissiuns Allure Malpractice Professional Errors Omissions Architechts amp Engineers Personal Arcident all Medical induding excess All types liahility General RT amp PD Liability General BI amp PO Products including excess Liability General BI amp PD Excess Liability ANMM 27 Jewelers amp Furriers Block All Floaters CONTACT US HELP LOGOUT rt by that field s Includes Basic Coverage When Allied Lines are shown as a separate and distinct premium they can be broken out into this Coverage Code and assessed FM Tax at 2596 of the premium All Risk Real Property Buildings Includes Builders Risk Motor Truck Cargo amp Securilies Risk Physical Damage Includes Professional Liabili2. sess 32 Using the Search Controls sss 33 Simple SS re MERC REEERR 33 Simple Search Options ccccceeceececeeeeeesseeeeeeeeeeeeeeeesseeeeeeeeeeeeeeeeeeees 33 Show AE SUOMI cette tet E A A Ard 33 Advanced Search ind odemetestdzcedcatecuescutelzned cute ctsdeute muet dte nlm edes 34 i r EE 36 Entering Search Criteria eeeeeeeeeeseeeeeeeeeeeeeeeeree 36 Using Comparison Operators cc ssseeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeaeseess 36 lake Searches HM 37 Filing Type Searels es ccnaelaccectentirai a tiecten deeee chee ct A ERA NR eaten 37 Insurance Co Search ccccecceececeeeeseseeeeeeeeeeeeeeeeseeeeeeeeeeeeeeaeeees 37 Coverage Code Search 38 Search PUOI addidi cedem Dite Du dodge aed pua eu e CAT 38 Using the Export Controls sss 39 Pages of Records sss 40 Screen Overview The Electronic Filing System screen is divided into three basic sections Er ENE gem E Surplus Line Association of Ilinuis efile Microsoft Internet Explorer File Edt yew Favortes Took Help Address 48 https www slai org efie Filingsadd asp G Back O ix i2 15 7 Search Favorites g 43 ig Done E zx p EE TESTES Bj O Tristed stes 1 Title Bar Contains three important links at the far right Contact Us Click here to send an email to our EFS Help Desk Help Each t
3. 14 Pages of Records Records Per Page See the Pages of Records section of this manual on page 40 22 View Download Data Your Insurance Companies The Your Insurance Co s screen displays the custom list of insurers that was created by your EFS Account Administrator If no list has been created the screen says No records found This custom list is used by the Enter a Filing screen so that a person entering a filing can only choose an insurer from this list If the custom list does not exist the Enter a Filing screen displays a large and somewhat unwieldy list of insurers that is more difficult for users to scroll through If you have tried to make a filing and the Enter a Filing screen will not display or accept the insurer you tried to enter chances are it is because the insurer is not on the custom Your Insurance Co s list Contact your EFS Account Administrator for assistance in adding the insurer if appropriate to your list If there is no custom list the screen will look like this Surplus Line Association of Illinois efile Microsoft Internet Explorer 5 8 x File Edit View Favorites Tools Help Address le https vwvew slai org efile InsCoFilterlist asp cmd resetall E Go i gt Rack EY ix i2 Search Favorites a B A 3 Enter a Filing Upload Batch Your SLA Filings Your Insurance Co s OYourCovCodes All Coverage Codes VERIFY el 18 O Trusted si
4. CH NONU Ad rees E htossJ www slo orglcfteflogin asp JRE T1 Bek iix Do Search Faot oe 2 8 004 3 an TULERIT oo Line Association of Illinois SE T FILING amp REPORTING SYSTEM CONTACT US Herr Logour lease EnteryourLoginiInformation IEEE alpha YourCo com IIT BIB mesias 1 User Name Your User Name is your company email address 2 Member Your member number is your SLA assigned member number 3 Password Your password has been assigned to you by the EFS Account Administrator in your office 4 Login Complete the three required fields on the Login Screen with the appropriate information then click on the Login button in order to log in Passwords Forgotten Passwords If you forget your password contact your EFS Account Administrator to reassign your password In general you should try to avoid short simple passwords or passwords that others can readily guess Log In Welcome Screen After your successful login you will see the Welcome Screen 4B Surplus Line Association of Ilinvis efile Microsoft Internet Explorer 18 x E Edt Mew Favortes Took Help Address B https imw sla orgleflefefleLogonlst osp IB 4 T Oek O ix iz Dl Seach Fate oe E 0043 3 Sj filo Surplus Line Association of Illinois p ELECTRONIC FILING amp REPORTING SYSTEM SAS leaa ECT SumtOws iWelcomejtojthellllinois efile System OEntera Filing Upload Batch Hello Month End
5. Log In Welcome Screen continued 6 System Message If the SLA wants to communicate system information to you and other users it will show here for example The system will be down for scheduled maintenance from 3 15 07 09 00 00 PM until 3 16 07 02 30 00 AM or Help we ve run out of coffee Navigate the EFS Title Bar The Title Bar displays at the top of every screen It contains three important links at the far right 1 Contact Us Click here to send an email to our EFS Help Desk 2 Help Each task in the system has its own custom Help screen Click here to see the Help screen for task you are working on 3 Logout Click here to log out of the EFS The EFS is optimized for Microsoft Internet Explorer version 6 or later Some graphics in the Title Bar might not display or align properly in other browsers If you are not using MS Internet Explorer and the Title Bar graphics look wildly out of whack try refreshing your screen F5 in most browsers Navigate the EFS Navigation Bar The Navigation Bar displays at the left side of every screen Use it to navigate the site and choose the task you want to perform The Navigation Bar is divided into five sections not all of the sections buttons may display for you depending on the permissions your EFS Account Administrator assigned to you S Ali Coverage Codes Aipha By Insured 1 Submit Data Links for submitting data Enter a Filing
6. 51 SURPLUS LINE ASSOCIATION ee of Illinois Electronic Filing amp Reporting System EFS User Manual Sj filo Surplus Line Association of Illinois p ELECTRONIC FILING amp REPORTING SYSTEM Table of Contents Click any line in the Table of Contents to jump to that page Screen Overview sess 1 E60 lif oe de iet nto tinet tr er ao er o et nr det nA A eee 3 Passwords Forgotten Passwords cccccccceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 3 Welcome Screen cccccccccceeesseeeeeeeceeeeeeaseeeeeeeeeeeeeeaaaseeeeeeeeeeeeeeaesseeeeeeees 4 Navigate the S sss 6 Jii eR 6 Navigation EXAM e P S 7 Submit Data etit iR deine tescn t P den dnd 9 Enter a Piling NE 10 PONG Y ING RNC PEND teased dreaded ETE EEE ER ER ERREN 11 mni oer E 11 insurance COMP AN Ys ests as a Oe ibo asc etenim end eral 11 Can t Find Your Insurance Company esee 13 Percents Don t Add Up to 100 eccccccceccccceeeeseeeeeeeeeeeeeeeeaeeeees 13 ISSUES NaMe co tette epa aus EN RENE NERA ERU AER RR EE 13 FROME SS bat ch latch eu doe Doa aid napa e Cabo Qa Co a Cah Lait 13 Address 24 MER 13 Noh gs baa acaba DM CCS 14 POLL eco Gau o GUN GR IRR NAE A IDA DUE QU QU EAST EO ADU QUIE ADU dU eae 14 Vra a 14 Effective Dates EOS 14 TEIM Aae E Mot RT E v Tr ET tree 14 Amount of Coverage costos e rv tes m ei cu iU ee ae di ie 14 Cover
7. Print 1L20070000986 Policy ABCOO00986 OSCAR CO 2 4 2007 24 000 View Print 1L20070000985 Policy ABCOD0985 PAPA CO 2 3 2007 25 000 View Print 120070000984 Policy ABCOD0984 QUEBEC CO 2 2 2007 26 000 View Print 1L20070000983 Policy ABCOO00983 ROMEO CO 2 1 2007 27 000 View Print 1L20070000982 Policy ABCOO00982 SIERRA CO 1 9 2007 28 000 View Print 1L20070000981 Policy ABCOO0981 TANGO CO 1 8 2007 29 000 View Print 1L20070000980 Policy ABCOO0980 UNIFORM CO 1 7 2007 30 000 Vi Pnnt 1LZUU UUUU 9 Policy ABCUUUY SS VICTOR CO lfefzuuy S1 UUU View Print m 1L20070000578 Policy ABCOONSTS WHISKEY CO 1 5 2007 52 000 View Prini Renew Endurse 1L20070000977 Policy ADC000977 RAY CO 1 4 2007 93 000 View Print Renew Endorse 1 3 2007 Print IL20070000976 Policy ABCOO00976 YANKEE CO 34 000 Viey 20 View Download Data Your SLA Filings continued The various fields on the Your SLA Filings screen are described below 1 po a ar Ond Policy Id This is the unique number that identifies each filing It is also the SLA Countersignature A document submitted through the EFS is considered stamped once this number is affixed to the declarations page and labeled as the SLA Countersignature or when the countersignature confirmation page is printed and attached to the policy Batch Item These are the SLA assigned batch numbers and item numbers for filings that have been made on paper Filing Type Shows w
8. asp ReportName ByMonthFiled 4 Report Period Choose the period for which you wish to generate a report 5 Report From Thru After selecting the Report Period these fields will show the dates covered by the report You cannot enter data in these fields 6 Submit After choosing the Report Period click this button to generate the report To print the report choose File Print from your browser toolbar menu or click on the Print icon To save the report to your computer choose File Save from your browser toolbar menu or click on the Save icon 31 Sorting Displayed Records Any table of displayed records in a column row format can be sorted by clicking on the column title You can sort by a single column or by multiple columns You can also sort in ascending or descending order Single Column Sort Asc or Desc Initially clicking on the column title will sort the records in ascending order by the values in that column The column title will show an Ascending Sort icon see below next to the title text A second click on the column title will change the sort to descending order and a Descending Sort icon see below will display next to the title text Ascending Sort icon Descending Sort icon Multiple Column Sort Asc or Desc You can sort by more than one column by clicking on the title of the first column you want to sort by click it twice if you want it in descending order then holding down the CTRL key on you
9. cutoff is Your Last Login was Your Member is Your efile system administrator ts Adem Alpha 1 91 2007 1 10 2007 1 00 00 PM 9999 John Public Your SLA Filings hm X 2 Your Insurance Cos Welcome EFS Users System is operational a o Alpha By Insured By InsurancoCo By Date Filed O Main SLA Wobsito O Logout cory Done LITT 89m 1 Your Name In case you ve already forgotten 2 Month End Cutoff This is the last day you will be able to enter filings and still have them show on that month s Activity Report Typically Month End cutoff will occur at 4 30pm central time on the date shown which is generally the last calendar day of the month Occasionally however it may be a different day especially near the end of the tax periods end of June amp end of December 3 Your Last Login This shows the last time you logged in under this user information It is helpful to detect unauthorized access to your account 4 Your Member Number Your SLA member number 5 Your System Administrator This is the EFS Account Administrator at your company Contact this person to change reset your password assign you different permissions on the EFS bring you your morning muffin schedule your daily chair massage or to get the keys to your company Lexus They also maintain your custom insurance companies list Your Insurance Co s and custom coverage codes list Your Cov Codes
10. it is the same as clicking on the SUBMIT button You can click on any field name to get Help information for that field If you want to clear the screen and start over just click on the Enter a Filing button on the Navigation Bar and the screen will be reloaded with all of the fields blank The various fields on the screen are described below 1 2 3 Policy No Enter the complete policy number as it appears on the declarations page You can leave out any space punctuation and or symbols The system will automatically remove any spaces punctuation and or symbols you enter and convert all characters to upper case Be sure to include any prefixes or policy codes lt is important to enter the policy number correctly and consistently When you try to enter a return premium endorsement for a policy the system searches for previous filings under that policy number to ensure that you are not returning more premium than you ve filed Filing Type Check the button as appropriate You can only select one You must make a separate filing for each endorsement not included as part of the policy when issued For endorsements extending the policy period and renewal certificates check the Policy button and treat it as a new policy Insurance Company General Info It is important that you enter the proper insurance company Since many names can be similar be certain the name you pick matches the policy exactly ABC Insurance Inc can be a diff
11. of ways to make choices in this box When the screen s focus is in the Coverage Code drop down box quickly type the first few letters of the coverage code name The box will scroll to the record if any that matches the characters you are typing If you pause too long between typing the characters the system will think you are starting over and begin a new search for the characters you are typing You can also click on the light blue box with the downward pointing arrow at the right side of the drop down box This will open the box and show you part of the list of coverage codes There is a vertical scroll bar at the right side of the list Navigate through the list using the up and down arrows on your keyboard the PageUp and PageDn keys on your keyboard or the vertical scroll bar When you find the coverage code you want to choose click on it Search Button When you have finished entering search criteria click on the Search Button and the system will begin the search 38 Using the Export Controls The Export Buttons are located at the top of the dark blue section of the screen just below the Your SLA Filings title When you choose to export records the system will export all records on all pages in the recordset i e even if only 25 records are shown on the screen if the bottom of the screen says there are 2000 records the system will export all 2000 records If you have filtered the record set by doing a Simple or Advance
12. 1 00 00 PM j publicGYeurCo corn Liability General BI amp PD Excess Liability 1 10 2007 1 00 00 PM j publi GruurCu corn Umbrella All including excess 1 10 2007 1 00 00 PM j publicimrourco com mm Miscellaneous Miscellaneous l lU ZUU 1 UU UU PM j public Yourco com By Date Filed TOUNTI OMaimSLAWebsis o MONEE o seco eo eoe ERN M Logout VERIFY LET BOTE 1 Coverage Codes These are the coverages that your EFS Account Administrator has selected to be available to you when using the Enter a Filing screen 2 Last Update Date and time this record was added to your custom coverage code list 3 Last Update By Person who added this record to your custom coverage code list This should be your EFS Account Administrator Export See the Using the Export Controls section of this manual on page 39 5 Sorting See the Sorting Displayed Records section of this manual on page 32 6 Pages of Records Records Per Page See the Pages of Records section of this manual on page 40 26 View Download Data All Coverage Codes The All Coverage Codes screen is shown below Surplus Line Associ rosoft Internet Explo Osk O i SAP Favorites eset Gere a ELECTRONIC FILING amp REPORTING SYSTEM Coverage Codes Enter a Filing FoU ES Es Ea Upload Batch ee EA ETTE Your SLA Filings Your Insurance Co s Your Cov Codes All Coverage Codes pas 0 9
13. Click here to navigate to the screen that lets you input a new filing into the EFS Upload Batch Click here to navigate to the screen that lets you make filings by uploading a batch of data that has been extracted from your computer system The Bulk Entry section of the system will allow users who can extract data from their system and format it according to an SLA specification to upload that data on a bulk basis to the SLA system The Bulk Entry section will be available to users Q3 or Q4 of 2007 Navigate the EFS Navigation Bar continued 2 View Download Data Links for viewing and downloading data Your SLA Filings Displays filings made with the SLA whether electronically or on paper for the current year and the prior two years The list is searchable sortable and downloadable in several formats From this list you can perform the Auto Renew and Auto Endorse functions that drastically cut down on data entry when renewing or endorsing a policy Your Insurance Co s Displays your custom list of insurers that are available to users making a filing Your EFS Account Administrator can create and edit this list If no list has been created you will see a message that says No Records Found Your Cov Codes Displays your custom list of coverage codes that are available to users making a filing Your EFS Account Administrator can create and edit this list If no list has been created you will see a message that says No R
14. Equal to Records will only be returned if the field in the record matches exactly the criteria you have entered in the search criteria box for that field Not equal to lt gt Records wil only be returned if the field in the record does not exactly match the criteria you have entered in the search criteria box for that field Less than lt Records will be returned if the record s field is less than the amount typed in the search criteria box Less than or equal to lt Records will be returned if the record s field is less than or equal to the amount typed in the search criteria box Greater than gt Records will be returned if the record s field is greater than the amount typed in the search criteria box 36 Using the Search Controls Advanced Search continued Greater than or equal to gt Records will be returned if the record s field is greater than or equal to the amount typed in the search criteria box Like Searches Alphanumeric or text fields are automatically searched using the LIKE comparison operator This means that the system will return records when it finds the characters you typed in any part beginning middle end of corresponding field in the record For example if you enter GL123 in the Policy Number search field the system will return records where the Policy Number is GL123456 CGL123XYZ11 ABC444GL123 etc Filing Type Search The Filing Type field does not have a search criteria box b
15. age Code Premium amp Fire Marshal Tax ssss 15 surplus Line Da eade aiseterd edt io et n eI P edo a E tn Eo 2 oda estende 16 Stamping Fed PR 16 User Fields I Am Mor 16 Nilo VERREM EE mc 16 Upload Batch b E ERE RENE REA esa MENS UE UAR MMENEU UM UR AEU 17 Table of Contents continued Click any line in the Table of Contents to jump to that page View Download Data sse 19 Your SLA FIlngs ooo hdc oc seca oh Ged ded ce Gd chee eb 19 Policy Idee 21 Batch Heroes rie Ere Eo EISE ancestor FERRE ERE E E XH ESE EE EE EO E 21 Filing Typeuoiie tpi uicit AE AE acta arte Nant eeete sd ends 21 Policy NUImDBF eaten teu dep beca epe euet beca tutes depen tenaces been ten beret 21 WIS UGC peor PPP T 21 Ime IBI c M 21 Premium oot ot onion et ot odio apetito tono ediod vedono pls dag odas ens 21 WAS WIM aas d Ca ure idi teed ede os bd ab Sd oa ba o dr Ghee BUS 21 Renew Auto Renew eeeeeeeeeeeeeee needed nhu denen 21 Endorse CAutosEndorse cce reete reet reor et tee et ERE Eb ERE Eb ERE 22 EXDOPL anean ators lat contest cence rateedcetatcate tate ieget ton EE Lun ed La 22 Searcher eee UD PEE 22 Add New Filing persse 22 SOING sere hee EEEE EEEE cote caus cane 22 Pages of Records Records Per Page ccccceeeeeeeeeeeeeeeeeeeeeeeetees 22 Your Insurance C
16. ask in the system has its own custom Help screen Click here to see the Help screen for task you are working on Logout Click here to log out of the EFS The EFS is optimized for Microsoft Internet Explorer version 6 or later Some graphics in the Title Bar might not display or align properly in other browsers f you are not using MS Internet Explorer and the Title Bar graphics look wildly out of whack try refreshing your screen F5 in most browsers Screen Overview continued 2 Navigation Bar Use this section to navigate the site and choose the task you want to perform The Navigation Bar is divided into five sections not all of the sections buttons may display for you depending on the permissions your EFS Account Administrator assigned to you Submit Data Links for submitting data View Download Data Links for viewing and downloading data Administrators can also edit some data on these screens Reports Links to pre defined PDF reports Other Other links Verisign Certificate Confirms that you are really connected to the SLA and that your connection is secure Click on the graphic for confirmation and more information 3 Work Area This is the area where you will view and enter data Log In The Log In Screen is the first screen you ll see each time you connect to the EFS It also will reappear if your session times out due to inactivity sur plus Line Association of Illinois efile Micrusoft Internet Explorer
17. asp emd reset CONTACT US LocouT Enter a Filing Upload Batch Your SLA Filings Your Insurance Co s Your Cov Codes Your efile Users OAll Coverage Codes po emm C Endorsemt Policy Alpha By Insured Please Select X O By Insurance Co By Date Filed NE a O Main SLA Website CLogout Term months AND 35 Using the Search Controls Advanced Search continued General The Advanced Search screen lets you perform complex searches across multiple fields For most fields it allows you to choose the type of search using comparison operators lt gt so you can choose whether you are looking for records whose field values are less than equal to more than or not equal to the values you specify Entering Search Criteria There is a label and search criteria box for each field in the record Enter criteria is as many or as few boxes as you wish In general numeric searches allow you to choose a comparison operator Text fields are automatically like searches Enter criteria and choose comparison operators in any order you want The search is not performed until you click on the Search Button All of the criteria and comparisons must be true for a given record in order for the system to return that record when it performs the search Using Comparison Operators There are six different comparison operators
18. chable fields All Words This is an AND type search Use this option when there is more than one word that you are searching for within the records Multiple words typed into the Search Box should only be separated by spaces do not use commas or other punctuation For example if you want to see records where the Policy Number begins with GL AND the insured is located in Chicago type GL Chicago in the Search Box do not type quotation marks Any Words This is an OR type search Use this option when you want to search for records that contain one set of characters OR another set of characters For example if you want to see records where the insured name has Smith within it OR the Policy Number has the characters CMP in it OR the insured s address is on Clybourne street you would select this option and type Smith CMP Clybourne in the Search Box do not type quotation marks Show All Button If you have previously limited the number of records displayed by using the Search function and now want to see all of your filings again click on the Show All button 33 Using the Search Controls Advanced Search The Advanced Search button will bring up a new screen that allows you to do complex searches The Advanced Search screen is shown on the next page 34 a Surplus Line Association of Illinois efile soft Internet Explorer File Edit View Favorites Tools Hep Address httos aw slai ora efile Fiinassrch
19. d Search the system will only export the records that match your search criteria The system will prompt you to save the file on your local computer and allows you to export data in one of three ways There is a limit to the number of records the system will export this is especially true for Excel files If your export does not work try limiting the number of records you are exporting by using the Search or Advanced Search functions For instance if you are trying to export to Excel and you have not limited your records by using a Search function you are attempting to export all of your current year data plus all of your prior year data plus all data from the year before that That can be a whole heck of a lot of data Try just doing one year at a time Excel The system will save the exported records to a Microsoft Excel file on your computer XML The system will save the exported records to an XML eXtended Markup Language file on your computer CSV The system will save the exported records to a CSV Comma Separated Values file on your computer 39 Pages of Records Pages of Records For convenience and speed the system shows you records in pages of 25 50 or 100 records at atime At the bottom of the screen there are controls that let you page through the records and choose how many records will display on each page The controls look like this Page AR PH of 379 Records Per Page Records 1 to 25 of 9455 Click o
20. d on declarations page Include the Doing Business As d b a information if applicable Maximum length of this field is 50 characters including spaces Address 1 Insured s address as listed on declarations page including any suite numbers or post office box numbers Maximum length of this field is 50 characters including spaces If address does not fit entirely in this field you can use Address 2 field for any overflow Report only the address that is listed on the declarations page It is not necessary to enter the property locations as reported in the schedule of locations if any Address 2 Field to include any insured s address information contained on the declarations page that does not fit into the Address1 field Maximum length of this field is 50 characters including spaces 13 Submit Data Enter a Filing continued 9 10 11 12 City Insured s city as listed on the declarations page Maximum length of this field is 50 characters including spaces As you begin typing the system will try to guess the city name you are entering The SLA EFS is optimized for Microsoft Internet Explorer version 6 or later If you are using an alternate browser this guessing feature may not work If the proper name comes up you can stop typing and hit the TAB key or click into the next field State Enter state as listed on the declarations page The system defaults to Illinois but any state can be selected from t
21. d time this record was added to your custom insurance companies list 3 Last Update By Person who added this record to your custom insurance companies list This should be your EFS Account Administrator Export See the Using the Export Controls section of this manual on page 39 Sorting See the Sorting Displayed Records section of this manual on page 32 6 Pages of Records Records Per Page See the Pages of Records section of this manual on page 40 24 View Download Data Your Coverage Codes The Your Coverage Codes screen displays the custom list of coverage codes that was created by your EFS Account Administrator If no list has been created the screen says No records found This custom list is used by the Enter a Filing screen so that a person entering a filing can only choose a coverage code from this list If the custom list does not exist the Enter a Filing screen displays a large and somewhat unwieldy list of coverages that is more difficult for users to scroll through If you have tried to make a filing and the Enter a Filing screen will not display or accept the coverage you tried to enter chances are it is because the insurer is not on the custom Your Insurance Co s list Contact your EFS Account Administrator for assistance in adding the insurer if appropriate to your list If there is no custom list the screen will look like this Surplus Line Association of Illinois efile Microsoft Interne
22. e policy aggregate limit When completing this field do not enter a dollar sign use only numbers and commas if preferred For example if a policy has coverage limits for property and liability then both these limits should be added together and the total reported in this field not to exceed the policy aggregate limit The maximum acceptable value for this field is 2 147 483 647 14 Submit Data Enter a Filing continued 15 Coverage Code Premium Fire Marshal Tax Coverage Code The coverage code is a unique four digit number that identifies the type of policy coverage Reporting the correct coverage code for the policy is critical as it determines the correct amount of fire marshal tax There are two different ways to enter the coverage code a Enter the four digit coverage code in the CC field if known b If the code is not known then from the Select Coverage Category here drop down box select a coverage category Once the category has been selected choose a specific coverage from the then Select Coverage here drop down box At this point the four digit coverage code will appear in the CC field For example if you select Liability General in the first box and Excess in the second 5003 will appear in the CC field Your system administrator may have limited the list of available coverage codes to only those that your firm uses This should make your searches much easier If the list has been limited b
23. e time saving Auto Renew and Auto Endorse features which are available from the Your SLA Filings screen These functions will populate the Enter a Filing screen with most of the data you need based on previous filings for the selected policy requiring you to fill in just a few fields Submit Data Enter a Filing The Enter a Filing screen is shown below 4 Surplus Line Association of Illinois efile Microsoft Internet Explorer Edt View Favorites Tools Heb Address https wvaw slai org etestjFiingsadd asp Ee w Qs Orid iz Dl Sah rrai Or 8 043 Surplus Line Association of Ilinois ELECTRONIC FILING amp REPORTING SYSTEM CONTACT US HELP LOGOUT Enter a Filing ee on the field name in any blue or ye jx for help on that field Upload Batch Your SLA Filings Your Insurance Co s Your Cov Codes i NAIC AM Besi 9 All Coverage Codes Start typing name here or enter a number at right NAIC amp AMBest j or Select Insurance Company here zj Alpha By Insured TOTALS count n By Insurance o OBy Date Filed Main SLA Website Logout l Premium Code Ca ry se 5 or Gelect Coverage Category here zj then Select Coverage here z TOTALS count o D II E El Done i i dB Ye meses 10 Submit Data Enter a Filing continued Use the TAB key to navigate between fields on the Enter a Filing screen If you hit the ENTER key
24. ecords Found All Coverage Codes Displays the complete list of SLA coverage codes for your reference Not all of these codes may be available to you when making a filing if your EFS Account Administrator has created a custom Your Cov Codes list 3 Reports Links to pre defined PDF reports Alpha by Insured Prints a PDF report of filings for a selected period The report is sorted alphabetically by insured name By Insurance Co Prints a PDF report of filings for a selected period The report is grouped and sorted alphabetically by insurance company with subtotals for each insurer By Date Filed Prints a PDF report of filings for a selected period The report is grouped and sorted by filing month with subtotals for each period These subtotals should tie out to your Monthly Activity Report and to the numbers reported on your licensee s semi annual tax reports 4 Other Other links Main SLA Website Takes you to the main SLA website Logout Log out of the EFS 5 Verisign Certificate Confirms that you are really connected to the SLA and that your connection is secure Click on the graphic for confirmation and more information Submit Data If you are entering a completely new policy you should start directly with the Enter a Filing screen This screen allows you to input all of the data necessary to make an electronic filing with the Association If you are renewing or endorsing an existing policy be sure to check out th
25. erent company than ABC Insurance Ltd Your system administrator may have limited the list of available insurance companies to only those that your firm uses This should make your searches much easier If you are unable to find your insurance company using one of the methods below click on the Can t find your insurance company Click Here button Each time you enter an insurance company the screen adds a new blank insurance company line in case you have more than one insurer participating on the risk 11 Submit Data Enter a Filing continued 3 Insurance Company continued Name Start typing the name in the first box and the system will try to guess the company you are entering The SLA EFS is optimized for Microsoft Internet Explorer version 6 or later If you are using an alternate browser this guessing feature may not work If it is a match just hit TAB or click into the next desired field The system will fill in the NAIC and AM Best numbers for you Alternatively you can select the company from the drop down box just below the type in field To open the drop down box click on the gray box that has the black downward pointing triangle Companies are listed alphabetically NAIC If you know the NAIC of the insurance company listed in the policy you can enter it here rather than looking it up alphabetically AM Best If you know the AM Best of the insurance company listed in the policy you ca
26. he drop down box Zip Insured s zip code as listed on the declarations page Zip code can be reported as standard 5 digit or expanded 9 digit code The system will accept both formats Effective Date Inception or start date of the policy You may enter the date in mmddyyyy format without typing slashes or dashes or you can use the m d yy or the m d yy format typing the slashes or dashes Alternatively you can select the date by clicking on the calendar icon to the right of the field Term months or Expiration Date Length of the policy period in months Enter only a one digit or two digit number in this field For example if the effective date of a policy is 03 01 07 and the term is one year then enter 12 in this field If the term of the policy is less than one month then enter 1 in this field Alternatively you can enter the Expiration Date of the policy in the Expiration Date field to the right or select the date by clicking on the calendar icon The system will then calculate the term and place the calculated value in the Term months Box The SLA EFS is optimized for Microsoft Internet Explorer version 6 or later If you are using an alternate browser this calculation feature may not work Amount of Coverage Enter the total aggregate coverage limits of the policy The coverage limits should be added up for all lines of business that the policy covers and reported as one number in this field not to exceed th
27. hether the filing was a Policy or an Endorsement Policy Number Shows the policy number for this filing Insured Shows the insured s name for this filing Effective Date Shows the effective date of the policy or endorsement Premium Shows the premium for this filing View Print You ll notice as you move your mouse over the list of filings the line over which your mouse is hovering turns a stunning shade of orange or is that peach In technical parlance this is called unnecessary but pretty cool stuff that web pages can do If you click on the View Print link near the right end of the record or anywhere on the highlighted record except the Renew or Endorse links you will be able to view all the detail for that record The detail is shown in the same format as the confirmation page you saw when you first entered the filing so if you ve lost your confirmation page you can then reprint it Renew Auto Renew Function Click on the Endorse link for the highlighted record to enter an endorsement filing for that policy The Enter a Filing screen will come up pre loaded with all of the information you need except the Effective Date and Premium If any of the pre loaded data is incorrect or has changed you can over type the pre loaded data If the insurance company or coverage code records do not automatically load into the Enter a Filing screen after clicking this link it is likely because your EFS Account Administrator has lim
28. ick on the Print icon To save the report to your computer choose File Save from your browser toolbar menu or click on the Save icon 29 Reports By Insurance Co The By Insurance Co screen will generate a PDF report based on the data range you specify It is sorted alphabetically by insurance company name with subtotals for each insurance company The report will be displayed on your screen and from there can be printed or saved to your computer as desired The report generation screen is shown below Surplus Line Association of Illinois efile Microsoft Internet Explorer E m 181 x m T 4 File Edit View Favorites Tools Help Address fal https wvew slai org efile ReportPeriod asp ReportName ByInsCo Ed Go P i E Rack ix i2 Search Favorites 7 E ng 3 nane i Reports By Insurance Enter a Filing S Upload Batch k C ioday Yesterday Ihis Month Your SLA Filings Last Month Mr rr RY ay am thi Y Your insurance Co s dios Last Year O Your Cov Codes Two Years Ago All Coverage Codes E 31 EI o eye By Date Filed 2 Main SLA Website Logout amp https www slai org etile ReportPeriod asp ReportName Bylnsco Bj i Trusted sites 1 Report Period Choose the period for which you wish to generate a report 2 Report From Thru After selecting the Report Period these field
29. ings continued The Your SLA Filings screen is shown below ELECTRONIC FILING amp REPORTING SYSTEM CONTACT US Filings a S Upload Batch p D show all O Your SLA Filings Gexact phrase gt x Your Insurance C O Your Cov Codes AIl Coverage Codes 1LZUU UUU1UUU ABCUU1UUU sfsizuus I 1 Alpha By Insured 120070000939 ABC000999 BETA CO 3 8 2007 11 000 7 By insurance Co 1L20070000993 Policy ABCOO00998 CHARLIE CO 3 7 2007 12 000 I U z View Print By Date Filed 1L20070000997 Policy ABC000997 DELTA CO 3 6 2007 13 000 View Print 1L20070000996 Policy ABCOO00996 ECHO CO 3 5 2007 14 000 View Print 1L20070000995 Policy ABCO00995 FOXTROT CO 3 4 2007 15 000 View Print O Main SLA Website 1L20070000994 Policy ABC000994 GOLF CO 3 3 2007 16 000 View Print 1L20070000993 Policy ABCO00993 HOTEL CO 3 2 2007 17 000 View Print Renew Endorse 1L20070000992 Policy ABCO00992 INDIA CO 3 1 2007 18 000 View Print Renew 1L20070000991 Policy ABCOO0991 JULIET CO 2 9 2007 19 000 OEntera Fi ng Filing Policy Number O Logo Print Renew Endorse 1L20070000330 Policy ABCOO0 90 KILO CO 2 8 2007 20 000 View Print Renew Endorse 1L20070000909 Policy ADCOO0205 LIMA CO 2 7 2007 21 000 Endorse 1L20070000999 Policy ApCOO00999 MIKE CO 2 6 2007 22 000 1L20070000987 Policy ABCOO00987 NOVEMBER CO 2 5 2007 23 000 View
30. ited the insurance companies or coverage codes available to you by creating a custom list Click on the Your Insurance Co s or Your Coverage Codes button on the Navigation Bar to check the list and contact your EFS Account Administrator with questions 21 View Download Data Your SLA Filings continued 10 Endorse Auto Endorse Function Click on the Renew link for the highlighted record to enter a renewal filing for that policy The Enter a Filing screen will come up pre loaded with all of the information you need except the Policy Number Effective Date and Premium If any of the pre loaded data is incorrect or has changed you can over type the pre loaded data If the insurance company or coverage code records do not automatically load into the Enter a Filing screen after clicking this link it is likely because your EFS Account Administrator has limited the insurance companies or coverage codes available to you by creating a custom list Click on the Your Insurance Co s or Your Coverage Codes button on the Navigation Bar to check the list and contact your EFS Account Administrator with questions 11 Export See the Using the Export Controls section of this manual on page 39 12 Search See the Using the Search Controls section of this manual on page 33 12 Add New Filing This button gives you a quick link back to the Enter a Filing screen 13 Sorting See the Sorting Displayed Records section of this manual on page 32
31. line company it will be added to the data entry screen Remember however that if your EFS Account Administrator has created a custom Your Insurance Companies list only the insurance companies on that list can be selected for data entry If there is a company that needs to be added to your custom list contact the EFS Account Administrator at your company If the insurance company s status does not allow activity a message will pop up informing you of the status of the company and why you cannot use it at this time In some cases it may be that the insurer has simply never been used in Illinois before If you believe this to be the case contact the Help Desk for assistance Percents Don t Add Up Click Here The efile system requires that the insurance company percentages add up to 100 However in some cases the percentages in the policy do not add up to 10096 perhaps the risk is not 10096 subscribed or an admitted insurance company participated The EFS requires that you provide the percentage of participation as it relates to the document you are filing not as it relates to the entire risk This button opens a screen that will automatically recalculate your percentages based on what you ve entered so they show the insurer s percentage of risk for this filing When you click the UPDATE button on this screen the recalculated percentages will be dropped into the Enter a Filing screen Insured Enter the full insured name as liste
32. n enter it here rather than looking it up alphabetically Percent Enter the percentage of the risk covered by the insurance company you have selected If there is only one insurance company on the policy enter 100 If the risk is insured by more than one insurance company you must list all insurance companies participating in the policy and the percentage of risk they insure The total percentage must add up to 100 If the percentages in the policy do not add up to 100 perhaps the risk is not 100 subscribed or an admitted insurance company participated then click on the Percents don t add up Click Here button The EFS requires that you provide the percentage of participation as it relates to the document you are filing not as it relates to the entire risk This button opens a screen that will automatically recalculate your percentages based on what you ve entered so they show the insurer s percentage of risk for this filing When you click the UPDATE button on this screen the recalculated percentages will be dropped into the Enter a Filing screen 12 Submit Data Enter a Filing continued 4 Can t Find Your Insurance Company Click Here This window lists all insurance companies alphabetically their NAIC and AM Best numbers and their status in our system From this window you can select the insurance company by clicking Select in the column on the right side If the company is an active Illinois surplus
33. n the FirstPage icon see below to display the first page of records Click on the PrevPage icon see below to display the previous page of records Click on the NextPage icon see below to display the next page of records Click on the LastPage icon see below to display the last page of records K Al FirstPage icon PrevPage icon gt a NextPage icon LastPage icon Records Per Page For convenience and speed the system shows you records in pages of 25 50 or 100 records at atime At the bottom of the screen there are controls that let you page through the records and choose how many records will display on each page The controls look like this Page AR DH of 379 Records Per Page Records 1 to 25 of 9455 To choose the number of records that will be displayed on each page click on the downward pointing arrow on the right side of the Records Per Page box and select either 25 50 or 100 There will normally be a brief pause before the system refreshes your screen to display the number of desired records 40
34. ompanies ssssseseeeeeee 23 Insurance Compariles s essnee xL iteonigt e agii E bnt unos 24 Last IG ALC ee NR ED E ES 24 Last Update By reiten pk uen UR pk TRR 24 EX spo p 24 fe qig o MERE 24 Pages of Records Records Per Page sene 24 Your Coverage Codes ccccccccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 25 Coverage CodeS AME one esercdeceseeeder ener cde eset eset ener cdeLeseuedeLencucSene 26 Cast 8 ioo z TCR NIE IT RTTPTI NIE CENE COO ECOUTER TONES TOTUM UR 26 Last Update BY det 26 EEX DOME dec ue wea ee tis 26 isla m US 26 Pages of Records Records Per Page sssmm 26 Table of Contents continued Click any line in the Table of Contents to jump to that page All Coverage COUGS iiie iebnte einen ottenere inen tiene eie 27 Eo H0 S 28 R MUS m 28 DIE o io AE RTT NICE CHEER EE E HOA TORUM 28 INOIBS oseere reeder suite eere don eere rarae er eea PR aeea Oee 28 EXDOM PPP 28 Search ee E Ee EE EEE enc EEEE EEEE EEEE EEEE ESS 28 slegipoR DEP 28 Pages of Records Records Per Page eee 28 Reports Alpha By Insured eee eme n o MM MEE 29 By Insurance COmpeafiy ces reseeod rene tte repete teorie Fahe Ebr tabe tbe eoe Ebr tane bee 30 BY Date Files ette te sott tole er ee cose ere ie cite teu ed 31 Sorting Displayed Records
35. r keyboard and clicking on additional column titles CTRL click them twice for descending order The screen may go completely blank for a moment while the system re sorts the records This is completely normal it s not a bug it s a feature 32 Using the Search Controls Simple Search To do a Simple Search use the Search Box near the top of the screen The Search Button is labeled with the word Search plus an asterisk This is to remind you that a simple search will search the columns in the table where the column title text is also followed by an asterisk it also searches the Address City State and Zip fields even though you don t see them on this screen Multiple words typed into the Search Box should be separated by spaces do not use commas quotations or any other punctuation You cannot use the greater than gt less than lt or equal to operators All simple searches are LIKE type searches In other words if you are searching for a Policy Number you do not need to type in the ENTIRE Policy Number If you enter GL123 the system will return records where the Policy Number is GL123456 CGL123XYZ11 ABC444GL 123 etc Simple Search Options Just below the Search Box are the three Simple Search Options Exact Phrase This is the default search type The system will return records where the characters you typed in the Search Box are found in the exact order you typed them ANYWHERE within the sear
36. s section of this manual on page 40 28 Reports Alpha By Insured The Alpha By Insured screen will generate a PDF report based on the data range you specify It is sorted alphabetically by insured name The report will be displayed on your screen and from there can be printed or saved to your computer as desired The report generation screen is shown below Surplus Line Association of Illinois efile Microsoft Internet Explorer 8 x File Edt View Favorites Tools Help Address E https wvew slai org efile ReportPeriod asp ReportName ByInsured ES E Go Phe Rack CY ix Search Favorites au D n 3 Enter a Filing O Upload Batch pene 2c C loday Cc Yesterday C his month Your SLA Filings C Last Month c i O Mr rr p ey mm Ihis Y Your insurance Co s dud Last Year O Your Cov Codes All Coverage Codes PF 1 Report Thru L3 z suewr ES Two Years Ago VERIFY https vww slal org etile ReportPeriod asp ReportName Bylnsured amp Trusted sites 1 Report Period Choose the period for which you wish to generate a report 2 Report From Thru After selecting the Report Period these fields will show the dates covered by the report You cannot enter data in these fields 3 Submit After choosing the Report Period click this button to generate the report To print the report choose File Print from your browser toolbar menu or cl
37. s will show the dates covered by the report You cannot enter data in these fields 3 Submit After choosing the Report Period click this button to generate the report To print the report choose File Print from your browser toolbar menu or click on the Print icon To save the report to your computer choose File Save from your browser toolbar menu or click on the Save icon 30 Reports By Date Filed The By Date Filed screen will generate a PDF report based on the data range you specify It is sorted by month filed with subtotals for each month The report will be displayed on your screen and from there can be printed or saved to your computer as desired The report generation screen is shown below Surplus Line Association of Illinois efile Microsoft Internet Explorer tt 8 x File Edit View Favorites Tools Help Address E https wwew slai org efile ReportPeriod asp ReportName ByMonthFiled ES E Go 7 Rack 9 ix Search Favorites au DB a3 Enter a Filing u enn enad Upload Batch Rename C joday Yesterday Ihis Month Your SLA Filings Last Month Mr rr purpura v mm Ihis Y Your insurance Co s dud Last Year O Your Cov Codes Two Years Ago All Coverage Codes FE 3 Report Thru Ll 3 suem 2 VERIFY Bj Trusted sites E https vwww slai orajefilefReportPeriod
38. t Explorer 2 181 x File Edit View Favorites Tools Help Address le https f vwnn slai org efilejCovCodeFilterlist asp cmd resetall E Go i J Rack ix i2 Search Favorites B ga 3 VERIFY EJ https Jvrww slai orgefile CovCodeFilterlist asp cmd resetall Te r Trusted sites 25 View Download Data Your Coverage Codes continued If your efile System Administrator has created a list it will look like this E Surplus Line Association of Illinois efile Microsoft Internet Explorer lj xl File Edit View Favorites Tools Help Address https wwe slai org efile CovCodeFilterlist asp2cmd resetall JG Be QR O rix ig Al A arh Soravorites Oe D H SD A Surplus Line Association of Illinois BD ELECTRONIC FILING amp REPORTING SYSTEM CONTACT S HELP inenur SubmitData Your Coverage Codes Enter a Filing AEMLCMNNME cu Exper CSV Upload Batch biao j Id Ctrl di fe 1 Your SLA Filings EM Property incluuing excess Fire j publici ACTU EAM nsns Peril Cammerrial SMP 1 10 2007 1 0n inn PM j puihliegi Ye nirCo com Your Cov Codes All Risk All 1 10 2nn7 1 00 n0 PM j public YonrCn cam O All Coverage Codes Inland Marine Jewelers amp Furriers Block All Floaters 1 10 2007 1 00 00 DM j public YourCo com Professional Errors amp Omissions D amp O 1 10 2007 1100100 PM j public YourCo com Lisbility General BI amp PD CGL 1 10 2007
39. tes 23 View Download Data Your Insurance Companies continued If your efile System Administrator has created a list it will look like this Surplus Line Association of Illinois efile Microsoft Internet Explorer E B Bie Edit View Favorites Tools Help Address https wvew slai org efile InsCoFilterlist asp cmd resetall Search lt gt Favorites 2 2 E a3 i ALLE Your Insuranceli Companies Enter a Filing O Upload Batch l View Download Data Gs on any c that field Ctrl cli itional colurnns to subsort by that field Your SLA Filings Last Unda Last Update By Admiral Insurance Co 1 10 2007 1 00 00 PM j public ourCo com Your Insurance Co s American Intematianal Specialty tines Insurance Co 1 10 2nn7 1 n0 nn PM j pihliegiYorirCo r Your Cov Codes Fssex Insurance Cn 13 1n 2nn7 1 nn 0n PM 5 public YourGa c A PE Lsinston Insurance Co 1 10 2007 1 00 00 PM j public YourCo o O All Coverage Codes E Mt Hawley Insurance Company 1 10 2007 1 00 00 PM j public YourCe Scottsdale Insurance Co 1 10 2007 1 00 00 PM j public YourCo con COUNT 6 Records Per Page PE VERIFY https vww slal orgfetilesinsCoFiterlist asp cmdoresetall fe Trusted sites 1 Insurance Companies These are the insurance companies that your EFS Account Administrator has selected to be available to you when using the Enter a Filing screen 2 Last Update Date an
40. tract data from their system and format it according to an SLA specification to upload that data on a bulk basis to the SLA system The Bulk Entry section will be available to users Q3 or Q4 of 2007 17 View Download Data This section of the EFS contains screens that allow you to allow you to view and download data There are powerful search capabilities and helpful Auto Renew and Auto Endorse functions 18 View Download Data Your SLA Filings The Your SLA Filings screen lists all filings made with the Association whether by paper or electronically from the current year and the prior two years It is a powerful search and retrieval tool that not only lets you view and download data but also gives you access to the handy Auto Renew and Auto Endorse features which save time and improve accuracy by automatically filling in most of the Enter a Filing screen when you are renewing or endorsing a policy The Search Box which searches all fields whose column headings have an asterisk as well as some others you can t even see lets you quickly search for insured names policy numbers or SLA batch numbers Once the desired record is located you can view the detailed record reprint the stamping confirmation page or use the Renew or Endorse links to easily make renewal or endorsement filings with minimal data entry required The Advanced Search button gives you access to more complex searches 19 View Download Data Your SLA Fil
41. ty Wrongful Acts Includes Manufacturers amp Contractors Owners Landlords amp Tenants Third Party Property Damage Legal Liability Aviation liahility Contingent ishility Garagekeepers Legal Liability Auto Service Warranties amp Contracts Mechnical Breakdown Personal Catastrophe View Download Data All Coverage Codes continued The various fields on the All Coverage Codes screen are described below 1 Coverage Code This is the internal SLA numeric code for the coverage You don t have to know this code since the Enter a Filing screen lets you find the coverage by using drop down boxes But if you pay attention to the codes especially for your most common coverages you will be able to speed up your data entry by just entering the code number Category Coverage codes in the efile system are broken up into broad categories to help you search for them more quickly This is the category for the coverage shown on this record 3 Description This is the description of the coverage Notes These are some additional notes regarding this coverage that may help you in deciding which SLA coverage code to use Export See the Using the Export Controls section of this manual on page 39 6 Search See the Using the Search Controls section of this manual on page 33 7 Sorting See the Sorting Displayed Records section of this manual on page 32 Pages of Records Records Per Page See the Pages of Record
42. ued 16 Surplus Line Tax The efile system automatically calculates the surplus line tax the current rate is 3 5 of total gross premium based on the total premium entered into the system In most circumstances the system will not permit the surplus line tax to be overwritten 17 Stamping Fee The efile system automatically calculates the stamping fee based on the effective date of the policy The rate is currently 0 1 one tenth of one percent for policies with an effective date of 07 01 06 or later Other rates apply for policies effective prior to 07 01 06 and endorsements to these policies See the Stamping Fee Schedule in the SLA Procedures Manual In most circumstances the system will not permit the stamping fee to be overwritten 18 User Fields 1 4 These fields are for member s use The member making the filing can use these fields for any internal information that they want the efile system to capture The efile system will store this data along with the filing information When accessing your filing data these User Fields can be searched sorted exported and printed out as needed 19 SUBMIT Click on this button when you are done entering the required information If any of the required information is missing or invalid the system will let you know immediately Pressing the ENTER key on the keyboard is the same as clicking on this button 16 Upload Batch The Bulk Entry section of the system will allow users who can ex
43. ut rather two buttons you can choose If you only want policies in the returned recordset click the Policy button If you only want endorsements click the Endorsemt button If you want the system to return policy and endorsement records do not click on either button Insurance Co Search The Insurance Company field is not a regular search criteria box but rather a drop down box There are a couple of ways to make choices in this box When the screen s focus is in the Insurance Company drop down box quickly type the first few letters of the insurer s name The box will scroll to the record if any that matches the characters you are typing If you pause too long between typing the characters the system will think you are starting over and begin a new search for the characters you are typing You can also click on the light blue box with the downward pointing arrow at the right side of the drop down box This will open the box and show you part of the list of insurance companies There is a vertical scroll bar at the right side of the list Navigate through the list using the up and down arrows on your keyboard the PageUp and PageDn keys on your keyboard or the vertical scroll bar When you find the insurer you want to choose click on it 37 Using the Search Controls Advanced Search continued Coverage Code Search The Coverage Code field is not a regular search criteria box but rather a drop down box There are a couple
44. y your system administrator you can still review all available coverage codes by clicking on the All Coverage Codes button located on the left hand side of the screen Premium Enter the gross premium in this field rounded to the nearest whole dollar Do not include in the premium the surplus line tax stamping fee fire marshal tax or any other fees such as filing fee policy fee broker fee or inspection fee Fire Marshal Tax The efile system automatically calculates the fire marshal tax based on coverage code selected and the premium entered In most circumstances the system will not permit the fire marshal tax to be overwritten For mutli peril policies you can enter the information in one of two ways a You can select a mutli peril coverage code which will calculate the 1 fire marshal tax on 4096 of the premium entered on that line b You can enter the coverage code and premium for each line of coverage on the policy For example when a policy has both inland marine coverage and general liability coverage you would enter coverage code 3001 for the inland marine coverage along with the related premium and then on the next line you would enter coverage code 5001 for the general liability and its related premium The fire marshal tax would only be calculated on the inland marine premium For more information on this topic see the Fire Marshal Tax Section in the SLA Procedures Manual 15 Submit Data Enter a Filing contin
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