Production Ledger Review FAQs

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Do all surplus lines agents receive a Production Ledger Review?
Yes. All licensed and appointed surplus lines agents — resident and non-resident — may be subject to a Production Ledger Review approximately every three years. 
Who do I contact if I have additional questions about Production Ledger Review?

If you have additional questions regarding Production Ledger Review, please contact: 

Amber Pullen
800-562-4496, ext. 154
apullen@fslso.com 
What is the purpose of a Production Ledger Review?
The Production Ledger Review program was developed to supplement the Premium Reconciliation Program, which identifies unreported premium by comparing policy data reported by agents to policy data reported by insurers. Production Ledger Reviews include verifying production ledgers supplied by the agent against the data filed with the FSLSO.
What information should I prepare for a Production Ledger Review?

The Production Ledger should include a complete list of only Non-Admitted (surplus lines) Florida business, written by the surplus lines agent for the time period indicated in the request. The list should not include any admitted policies. The file must be delivered in Excel only and must include the following data elements for each transaction:

  • Policy Number
  • Insured Name
  • Effective Date
  • Insurer
  • Premium
 
What elements are reviewed during a Production Ledger Review?

The following elements will be reviewed during a Production Ledger Review: 

 Policy Data Elements 

  • Policy number 
  • Name of Insured
  • Insurer
  • Premium
  • Effective Date