Montana Attestation 

Montana requires surplus lines brokers to attest to their surplus lines business each quarter in accordance with MCA 33-2-302. Attestations may be submitted throughout the quarter and must be completed through the primary Agent’s SLIP+ account. Filers are encouraged to submit attestations throughout the quarter as the policies are filed in SLIP+. 

To submit attestations, log in to the agent’s SLIP+ account and navigate to the Compliance tab. Montana attestations should be submitted when filing policies or at least once per quarter. 

All attestations for Montana policies effective in 1Q2026 and 2Q2026 should be submitted in SLIP+ for States as soon as possible to avoid referral to the Office of the Montana State Auditor.  

Quarter 2 Tax Payment and Compliance Available 

Quarterly tax invoices and affidavit filings for second quarter 2026 activity are now available in SLIP+ for States.  

Because an electronic signature is required, affidavits must be filed under the primary
Agent’s SLIP+ account. Agent representatives cannot submit the affidavit on behalf of the agent. To file a quarterly affidavit, please log in to the agent’s SLIP+ account and navigate to the Compliance tab.   

Tax payments and quarterly affidavit filings are due on or before the dates below: 

*Alabama, Colorado, Kansas, and Montana tax payments are statutorily due annually, although each state encourages quarterly tax payments. 

Please note that submitting the tax payment is a separate action from filing the quarterly affidavit. Zero business quarterly affidavits are not required for SLIP+ states.   

Colorado and Kansas: Legacy Endorsements 

Credit endorsements on policies previously reported to states via legacy platforms will be questioned (TIQ) pending review and approval by our state partners. 

To expediate the review and approval process, filers can provide the following information to the SLIP+ Client Services team: 

• The name and license number of the original filing agent 

• Effective date and the premium of the original new business or renewal policy 

• The date and amount of the original premium tax payment 

Once approved by the state, accepted credit transactions will be reflected on the subsequent state tax invoice. Please contact the SLIP+ Client Services team with any questions regarding legacy credit filings. 

Policy Transfer Request

Submitting transfer of business requests proactively helps expedite the transfer process, allowing assuming agents to begin reporting endorsements on transferred policies. Filing endorsements prior to submitting a transfer of business request will result in Transactions in Question (TIQ).  

The following information must be provided to the SLIP+ team before a policy can be transferred from one agent (relinquishing agent) to another (assuming agent).   

• Transfer of Business Form - both sections must be completed and signed by the agents (the relinquishing and assuming agent signatures are required).   

• A copy of the Broker of Record (BOR) letter is required for all BOR transfer requests.   

• If multiple policies need to be transferred, filers can submit a list of the policy numbers to be transferred on an excel spreadsheet. 

If an agency is unable to obtain a signature from the relinquishing agent, please email the SLIP+ team at info@slipplus.com with an explanation of the circumstances and the supporting documentation referenced above. 

Alien Insurer Name Changes 

The following alien insurers changed their names as of the most recent IID List posted April 2026: 

• AA3191289: Fidelis Insurance Bermuda Limited → Pelagos Insurance Capital Bermuda Limited  

• AA1120175: Fidelis Underwriting Limited → Pelagos Insurance Capital Underwriting Limited 

Brokers should ensure filings and policy documentation reflect the updated insurer names. 

If you have any questions, please contact SLIP+ staff at 877.267.9855 or by email at info@slipplus.com.