Surplus Lines California
Take a moment to preview your understanding of the California filing workflow.
Place the steps in the order you think they belong based on Chapter 1 of this course. By the end of the course, you’ll be able to sequence the process with confidence.
Go Ahead!
Arrange the California Filing Process Flow
The filing details are carefully reviewed and verified against the policy to ensure accuracy.
The correct filing type is confirmed—new business, renewal, endorsement, or Bulk Image File (BIF).
The completed filing is submitted using the appropriate method, either through E-File or manually.
Export batches and logs are reviewed to confirm the filing was successfully sent to the state.
The status in Connect is updated appropriately and monitored for any state-issued tags.
Documentation is reviewed, including the SL-1 form and either a valid SL-2 or declining carrier fields.
Confirm
Submit
Validate
Classify
Verify
Monitor
Excellent! You have correctly ordered the California filing process.
The sequence reflects how filings are reviewed, submitted, monitored, and documented in practice. Understanding the order of each step helps prevent tags, reduce rework, and maintain compliance with California requirements.
Complete the course to master each step in detail and apply this workflow confidently in real-world filings.
Reconstruct the correct workflow by dragging and dropping the stages into the order you believe is appropriate, from initial review through post-submission reporting.
Each card represents a key step in the California filing and reporting process.
Start Challenge
Not quite.
Review the steps again—some occur earlier or later than where you placed them. Remember, each stage builds on the one before it to support accurate, compliant California filings.
Try again—this is a preview, and each attempt helps you spot what you’ll learn in the course.
Retry
Surplus Lines California
Kat Sauter
Created on March 12, 2026
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Transcript
Surplus Lines California
Take a moment to preview your understanding of the California filing workflow.
Place the steps in the order you think they belong based on Chapter 1 of this course. By the end of the course, you’ll be able to sequence the process with confidence.
Go Ahead!
Arrange the California Filing Process Flow
The filing details are carefully reviewed and verified against the policy to ensure accuracy.
The correct filing type is confirmed—new business, renewal, endorsement, or Bulk Image File (BIF).
The completed filing is submitted using the appropriate method, either through E-File or manually.
Export batches and logs are reviewed to confirm the filing was successfully sent to the state.
The status in Connect is updated appropriately and monitored for any state-issued tags.
Documentation is reviewed, including the SL-1 form and either a valid SL-2 or declining carrier fields.
Confirm
Submit
Validate
Classify
Verify
Monitor
Excellent! You have correctly ordered the California filing process.
The sequence reflects how filings are reviewed, submitted, monitored, and documented in practice. Understanding the order of each step helps prevent tags, reduce rework, and maintain compliance with California requirements.
Complete the course to master each step in detail and apply this workflow confidently in real-world filings.
Reconstruct the correct workflow by dragging and dropping the stages into the order you believe is appropriate, from initial review through post-submission reporting.
Each card represents a key step in the California filing and reporting process.
Start Challenge
Not quite.
Review the steps again—some occur earlier or later than where you placed them. Remember, each stage builds on the one before it to support accurate, compliant California filings.
Try again—this is a preview, and each attempt helps you spot what you’ll learn in the course.
Retry