- Understand how to upload and submit a batch of SLA policy transactions to the CA SLA
- Report to the Surplus Lines Association in California on a regular basis
- Program Administrators
- MGA Compliance
- MGA Accounting
This article explains how to generate an XML bulk report in order to upload a batch of transactions to the California Surplus Lines Association for tax and reporting purposes.
MGA Compliance and Accounting teams can use this report to:
- Review the current status of a batch of surplus lines transactions
- Analyze any outstanding items related to these transactions, including cancellations or additional taxes to be collected for each transaction
- fulfill reporting requirements to third party stakeholders, including the Surplus Lines Association in California
- The report is created by going to the Reports tab in BindHQ, selecting “SLA Reports” and then clicking on “Process SLA Batches” report. After that, a user can also select additional Surplus Lines reports if these are needed.
2. After a user has added the dates for the report, he or she can click on “Download CSV”, as shown in the screenshot below. The user can also request an XML file, which will be emailed to them. After the user has received the XML file over email, they will be able to upload it to the California SLA website.
3. After the user has received the XML file, they can go to the CA SLA website to upload the file for reporting. Then, the user can click on “BIF or XML Bulk Submission/Import Wizard” on the screen to upload the data to the CA SLA. This will allow the user to initiate the reporting process. The data should already be formatted in XML format, and it can be uploaded to the CA SLA. This feature allows the user to maintain compliance with the CA Surplus Lines Association.
4. The next step on the CA SLA website is to upload the file and import it into the system.
5. The user should then be able to see the details of the transactions on the next page of the website and should be able to submit or edit the report as necessary to the CA Surplus Lines Association.