Confirm the risk is a Texas surplus lines placement and that the placing broker holds a valid Texas surplus lines license
Prepare the policy filing data required by the Surplus Lines Stamping Office of Texas (SLTX) including named insured, policy number, insurer, effective date, gross premium, and applicable tax base
Submit the policy filing to SLTX through their online filing portal or API within the required filing deadline after binding
Calculate the Texas surplus lines tax at the applicable rate on the gross premium and remit payment as required
Receive and retain the SLTX stamp or filing confirmation number
Include the stamped confirmation in policy delivery to the insured and maintain records for the state-required retention period
Known gotchas
SLTX is the Texas stamping office — do not confuse with SLA Cal (California) or other state stamping offices; each state has its own stamping office, portal, and filing requirements
Texas surplus lines tax rates and any applicable assessments are set by statute and regulation; verify the current rate before computing tax remittance, as rates can change
Multi-state risks with a Texas exposure require allocation of premium to Texas for tax purposes; the allocation method must be documented and consistently applied
Give your agent this knowledge — and 200+ more routes
One MCP install gives any agent live access to the full route map, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp