State Updates Coming April 1

Alabama Invoicing, Payments, and Additional Data Elements

The first invoicing cycle for Alabama will occur April 1. Following is a high-level overview of the invoicing and payment processes for Alabama: 

• Invoices will be available in SLIP+ beginning April 1 under Invoices & Payments. 

• Each agent who reported transactions in the first quarter will receive aggregated tax and SLIP+ transaction fee invoices for all transactions submitted between January 1 and March 31.  

• A corresponding billing report will also be available under Reports. The billing report shows the taxes and transaction fees for all transactions included in the quarterly invoices.

• All invoices can be paid in SLIP+. When submitting an Alabama premium tax payment, customers will be directed to a payment portal. There, customers will be prompted to enter the bank account information (account holder, bank account and routing numbers)
  • Customers must provide their bank with the following Originator ID prior to submitting the payments online to avoid returned payments.  
    • Alabama ACH
    • Originator ID: 1472319830 

For more information on the Alabama invoicing and payment processes, please visit the Alabama and Invoicing and Payments pages on slipplus.com.  

The following data elements will also be added on April 1, 2026, for all Alabama policies reported in SLIP+, CSV, or XML/API batch filings: 

• Insurer Declinations – Minimum of one declining insurer and NAIC number required  

• Referral Agent Name & Referral Agent License Number – Collected for Alabama new and renewal policies 

• Service of Process Name and Address – Collected for Alabama new and renewal policies 

• Insurance Amount – Coverage A amount or limits on new and renewal policies 

Montana Invoicing, Payments, and Additional Data Elements 

The first invoicing cycle for Montana will occur April 1. The invoicing and payment processes for Montana are detailed below: 

• Invoices will be available in SLIP+ beginning April 1 under Invoices & Payments. 

• Each agent who reported transactions in the first quarter will receive aggregated tax and SLIP+ transaction fee invoices for all transactions submitted between January 1 and March 31. 

• A corresponding billing report will also be available under Reports. The billing report shows the taxes and transaction fees for all transactions included in the quarterly invoices.

• All invoices can be paid in SLIP+ on the Pay Invoices screen under Invoices & Payments.  

• Customers must provide their bank with the following Company Name and Company ID prior to submitting the payments online to avoid returned payments.  
  • Company Name: State of Montana 
  • Company ID: 8103024029 

For more information on the Montana invoicing and payment processes, please visit the Montana and Invoicing and Payments pages on slipplus.com.  

The following data elements will also be added on April 1, 2026, for all Montana policies reported in SLIP+, CSV, or XML/API batch filings: 

• Producer Name
• Producer License Number 

Montana Attestation

We have implemented a new screen in SLIP+ specific to the Montana Attestations. This screen will allow users to submit Attestations per New Business and Renewal transactions that have been submitted to SLIP+. When the Attestation goes live on April 1st, users will be required to complete the Attestation for all New Business/Renewal transactions that were submitted during Q1-2026. In addition to that, users will be able to submit the Attestations at any time for Montana policy data.  

To file the Montana Attestations, users will navigate to the “Compliance” tab and select “Montana Attestations” menu item. The user will need to click the button on screen to load the unfiled Montana Attestations. The data will load; the user will need to check the box for each unfiled Attestation and then submit. Agents will be required to submit their first attestation for the data reported during Q1 2026 through the present day. 

Back Dating Colorado

Effective April 1, 2026, all Colorado surplus lines policies, endorsements, audits, or cancellations with an effective date of January 1, 2022 and after that were not previously reported to the Colorado Division of Insurance must also be filed through SLIP+ for States.  The applicable 3% Colorado surplus lines tax will apply. Policies and endorsements on policies, effective between January 1, 2022 – December 31, 2024 will not be charged the SLIP+ transaction fee.

The full bulletin on Colorado: Endorsement Filings in SLIP+ for States can be reviewed on slipplus.com on the Colorado specific page along with other state-specific information.  

SLIP+ Transaction Fees – Paid by State

Beginning April 1, SLIP+ for States customers will be able to pay SLIP+ transaction fees by state rather than as a lump sum total. Customers will still have the option to pay all SLIP+ transaction fees with a single click or pay transaction fees by state.

All SLIP+ transaction fees will be due on the following schedule:

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