FAQs

When does the surplus lines agent keep a copy of the disclosure form?

Jun 24, 2025, 00:00 AM
Title : When does the surplus lines agent keep a copy of the disclosure form?
Sort Order : 5
According to Florida law, obtaining and maintaining an accurate and complete surplus lines disclosure is the sole responsibility of the retail/producing agent, not the surplus lines agent. Surplus lines agents are only required to obtain and maintain a disclosure when acting in both a producing and surplus lines capacity. However, it is best practice for the surplus lines agent to maintain a copy to verify that the disclosure has been completed.
Categories :
  • FAQ Exportation, Diligent Effort, & Disclosure