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Surplus Lines Tax Filing Software

Increase your surplus lines filing team efficiency by 200-300% with InsCipher Connect®

Surplus Lines Tax Management Software

No more cumbersome spreadsheets. Supercharge your filing team with InsCipher Connect®.


Is your non-admitted insurance business taking off? Are you thinking about bringing on more surplus lines filers? Is your team missing deadlines and accruing penalties and fees for late or inaccurate filings? We've developed a software platform to increase filing velocity, all while reducing time researching excess and surplus tax compliance. 


The Case for InsCipher Connect®

Centralize filing activity with our cloud-based platform, providing transparency for decentralized agencies or those with a high filing volume.

✔ E-File to State Surplus Lines offices in large batches, avoiding tedious manual entry.

Avoid missed deadlines with automatic filing and payment tracker.

✔ Automatically reconcile and validate filings before submission.

Instantly generate accurate reports and OPTins forms using our automated report creator tools.

✔ Instantly and accurately calculate surplus lines taxes.

✔ Access our database of tax compliance tools, maintained in real-time by our sizeable compliance department.

Excess and Surplus Lines Tax API

Easy Integration Options to the InsCipher Platform

Seamlessly transfer data. 


Using our open API or pre-built integrations, you can instantly transfer data from your system to ours, saving the hassle and inaccuracies associated with dual entry. Ask about our current integration partners, and follow our detailed API documents to get our systems talking.

Automate Surplus Lines Filing and Reporting 

InsCipher Connect offers automated filing solutions in almost every state


Whether it be through batch E-file, OPTins file creation, or PDF report generation, our team has worked hard to provide surplus lines tax filing automation in almost every state. The map below captures InsCipher's current automation capabilities.

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*Automations are courtesy of the tireless dedication, planning, and oversight of Jennifer Barnes of the InsCipher Product Team. Thanks Jen! 

Stop Missing Filing Deadlines

Automated and Customized Filing Calendar.


Our system analyzes your policy data and creates a filing, reporting, and payment tracker based on each states filing requirements. Our tracking tools create filing tasks and assign them to members of your filing team based on criteria you determine. Create transparency and accountability company-wide!

InsCipher Surplus Lines Tax Reporting Calendar
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Interested to see how InsCipher's surplus lines tax automations will drive your bottom line?

Data Security

InsCipher adheres to strict privacy and data security, maintaining SOC-2 compliance.


Obtaining the SOC 2 Type 1 certification reinforces InsCipher’s commitment to the ongoing security, availability, and processing integrity of the InsCipher platform. Our customers can feel confident that we are making every investment to establish and maintain the highest level of security and compliance, so they can continue to grow their surplus lines business with peace of mind.

Surplus Lines Tax Filing Data Security

See what our customers are saying

"I am the VP of Operations for an agency in Dallas. We have a couple of programs where we are responsible for filing the taxes/fees and this makes our work much easier. This product takes the guesswork out of taxes and fees. Thank you for this amazing tool!."

Shyla Lankford

VP of Operations, Lipscomb Insurance Group

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