We provide two exam preparation classes annually – a Spring and Fall session. Washington Continuing Education credits are available when you take this course. Unfortunately, Continuing Education credit for other states’ licensees are not available at this time.
The day long class is divided into two sections. The morning section covers the Financial Review materials. The afternoon section is the general review that normally spans Washington State statutes and regulations, Lloyd’s and the London markets and relevant Property & Casualty coverages. Instructors are licensed surplus line brokers.
For more information, please send an email to info@surpluslines.org or click the link below to register for the next class.
The cost of the class is $150.00, payable to the Surplus Line Association of Washington on or before the day of the class.
*NOTE: If you are a resident broker, you must have a valid P&C license with the State of Washington in order to obtain a Surplus Line Broker License.
A P&C license is not required to attend this class. However, for the issuance of CE Credits, you must have an active WAOIC License Number (P&C or L&D) at the time of taking this course.
If you are interested in taking this course, put your name on the list and we’ll reach out once we have scheduled our Spring session.
Spring 2025 | Put Your Name on the List!
STUDY MATERIALS:
A Brief Look at Surplus Lines Property (PDF)
Casualty in Surplus Lines (PDF)
Reinsurance
Risk Retention Groups & Purchasing Groups
Lloyd’s of London (PDF)
Lloyd’s Coverholder Guide
Statutes & Regulations
Financial Statements & Related Supplements
IRIS Ratios
IRIS Ratios Overview
NAIC & AM Best
Sample Washington Financials (DOC)
Surplus Line Broker – Individual Resident
PSI – Insurance License Examination Bulletin
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