The Washington Filing Portal Reference Guidee has step-by-step instructions for various functions. If you need help, or would like to schedule one-on-one training, please contact us.
1. Are electronic policy submissions required?
Yes. All policies must be filed electronically in the Washington Filing Portal.2. How do I create my Washington Filing Portal user account?
Washington Filing Portal user accounts are created and maintained by your brokerage’s Washington Filing Portal administrator. Washington Filing Portal brokerage administrators are created by the Surplus Line Association of Washington. Membership with the Association is required before Washington Filing Portal credentials can be issued to a brokerage.3. Can I modify a Policy Number?
Yes, a policy number may be modified provided the policy in question has no other registered transactions. If you need to change the policy number on a policy that contains other registered transaction, then a new policy record should be created.4. What is a registered transaction?
A policy transaction is registered if it has been reviewed by the Surplus Line Association of Washington, deemed to be properly reported, and accepted.5. What is included in Policy Fees?
Policy fees include all taxable fees associated with a transaction, but does not include the stamping fee.6. What policy documentation do I need to submit?
The Surplus Line Association of Washington requires the following documents:· Policy Declarations, Certificate or Covernote Declarations· Supplemental Declarations· Schedule of Forms and Endorsements· Service of Suit EndorsementThe Surplus Line Association of Washington requests that you do not send the entire policy, but only the required documents listed above.
7. Will system users from other brokerages be able to view or access my data?
No, the data your brokerage submits through Washington Filing Portal is secure and is only accessible to your brokerage’s Washington Filing Portal users.8. Am I required to use the certification generated from the Washington Filing Portal?
Yes. The system generated certification is produced specifically for you by the Washington Filing Portal and contains a barcode that is essential to the processing of incoming filings at the Surplus Line Association of Washington office.9. Is there a way to bulk upload a list of Retail Producers into the Washington Filing Portal?
This can be accomplished by populating the following Excel spreadsheet with your Retail Producers and emailing it to the Surplus Line Association of Washington where it will be uploaded into the database. The Excel template can be found here.
