Surplus Lines Tax Filings & Reporting Services
Placing a surplus lines policy comes with the added administrative burden of surplus lines tax filing. With 53 jurisdictions, each with different, often complex and ever-changing requirements, surplus lines tax filing is a common source of headaches for surplus lines brokers. As part of its suite of compliance services and tools, ACCEL Compliance has developed purpose-built processes and software to take that headache off your plate.
And with a team of insurance regulatory specialists unmatched in the industry, ACCEL offers worry-free surplus lines tax filings and keeps current on changing state requirements so you never have to.
Two Options:
You Decide What Fits Your Organization
ACCEL offers two distinct approaches for handling your surplus lines tax filings. With our full-service option, ACCEL does all the heavy lifting to ensure your tax filings are made on-time and accurately. If you prefer to have your own team handle filings, use ACCEL’s surplus lines tax filing system to power those processes while ensuring regulations, rates and protocols are current and in full compliance with the relevant regulatory bodies.
Efficient, Accurate & Timely Tax Filings
Regardless of which approach you choose, you can rest assured that your surplus lines tax filings are being handled correctly. ACCEL’s team and system will identify any errors or gaps and notify you so you can provide supplemental data. After all the data is confirmed, your tax filings are ready to go. Our team works on tax filings every day and keeps current on all requirements so you don’t have to!
We even track jurisdictions that require “zero-filings” and handle them for you too. Once a filing is complete, our easy-to-use reporting tools and online dashboard provide 24/7 visibility to policy and licensing details and filing history.
YOU CHOOSE YOUR LEVEL OF SERVICE
Full-Service:
ACCEL takes filings completely off your plate
With ACCEL Compliance’s Full-Service surplus lines tax filing service, all you need to do is bind a policy and:
- YOU send policy PDFs and invoices to ACCEL or upload data file to the ACCEL system.
- ACCEL pulls data from your documents, reviews data for completeness and accuracy and follows-up with you for clarification or to fill gaps
- ACCEL enters the data into our Surplus Lines system
- ACCEL make filing(s) with the state(s), including tax payment(s).
SOFTWARE ONLY:
Power your team with the GreenLight™ Tax Filing Engine
With ACCEL Compliance’s GreenLight surplus lines tax filing system, you bind policies and:
- Enter or upload policy data into ACCEL’s Surplus Lines system.
- Review your data for completeness and accuracy.
- Once complete, you’re ready to make tax filings and payments.

Benefits of Outsourced Tax Filings
Built on ACCEL’s GreenLight™ Tax Filing & Reporting System
ACCEL would love to hear from you.
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