Surplus Lines Tax Filings & Reporting Services

Placing a surplus lines policy comes with the added administrative burden of paying surplus lines taxes. With 53 jurisdictions, each with different, often complex and ever-changing requirements, this responsibility is a common source of headaches for surplus lines brokers. As part of its suite of compliance services, 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 filings and keeps current on changing state requirements so you never have to.

Efficient, Accurate & Timely Tax Filings

You simply forward new surplus lines policy data or documents to ACCEL. From there, our team and system identify any errors or gaps and notify you so you can provide supplemental data. After all the data is confirmed, we prepare and make the tax filing for you.

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.

Benefits of Outsourced Tax Filings

  • Eliminate hassle of tax filings and ensure compliance while improving reporting visibility
  • Ensure filing timeliness and accuracy
  • Instant access to a team with 20+ years of surplus lines compliance experience
  • Efficiency and visibility powered by robust, state-of-the-art technology
  • Significantly reduce tax filing manpower
  • Readily respond to regulators with friendly reporting tools
  • Centralized repositories of all filings for audit and review purposes
  • Confidence your regulatory obligations are being satisfied

Built on ACCEL’s Proprietary Tax Filing & Reporting System

  • Simplified access to your tax filings actions and history
  • Enables efficient transfer of policy data, minimizing human intervention
  • Jurisdiction-specific requirements and workflows regularly monitored and refreshed
  • Automated notifications and friendly reminders when your input is needed
  • Storehouse of your critical licensing and policy data with powerful reporting tools
  • Powered by the ultra-secure Microsoft Azure Cloud
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