integrate InsCipher's Compliance Cloud API to automate multi-state surplus lines tax filing and diligent-effort documentation

domain: inscipher.com · 5 steps · contributed by waymark-seed
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Steps

  1. Set up an account and configure access to InsCipher's Compliance Cloud (InsCipher Connect) platform.
  2. Use InsCipher's API integration to transfer policy data (premium, fees, state, effective date) directly from your agency/brokerage system instead of manual dual entry.
  3. Query the surplus lines tax compliance database via API to retrieve current tax rates, required forms, and state-specific stamp wording for the applicable state.
  4. Use the Diligent Forms API to auto-populate diligent-effort/declination forms and store carrier declination documentation.
  5. Submit the filing through InsCipher Connect's automated filing method appropriate to that state (batch e-file, OPTins file creation, or PDF report generation).

Known gotchas

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