How Connect® Works

Simple, automated workflow that ensures compliance every step of the way.

1. Import Policy Data

Import through API, bulk upload, or manual entry. Connect® automatically scans for gaps and errors, ensuring compliance with state requirements.

Manual Entry
CSV Upload
API Integration

2. Track Compliance

Our intuitive dashboard displays a
compliance calendar with keydeadlines based on your policy data
and up-to-date state regulations.

Compliance Calendar
Reporting Deadlines
Payment Deadlines

3. File & Pay

Calculate surplus lines taxes and generate required reports with a single click. Batch file multiple transactions. E-filing available in states that support it.

Tax Calculations
E-File
Automated Reporting

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 state's 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!

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Interested to see how InsCipher's surplus lines tax automations will drive your bottom line?

Keep Your Data Secure

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. You can feel confident that we are making every investment to establish and maintain the highest level of security and compliance, so you can continue to grow your surplus lines business with peace of mind.

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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.

Map of the US and its territories showing where E-filing of surplus line taxes is available based on each state through InsCipher's Connect

Our Customers Love These Features

We ship 600+ improvements every year to make Connect the most comprehensive filing platform out there.

Powerful Search

Find filings instantly with advanced search capabilities across all your transaction data.

Analytics Tools

Track your performance with comprehensive analytics and reporting dashboard.

Password Manager

Built-in password manager for all your state logins. Secure and convenient access.

Al Chat Assistant

Get instant answers with Al chat that has evolving knowledge about surplus lines regulations.

Compliance Updates

Stay informed about the latest regulation changes with real-time compliance updates.

All 50 States

Complete coverage across all 50 states with automated compliance tools for most jurisdictions.

The Case for InsCipher Connect®

Give your team the tools they need to drastically increase the number of filings, reports and payments they can complete in any given month.

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

Avoid missed deadlines with the automatic filing and payment tracker.

Automatically reconcile and validate filings before submission.

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

Instantly and accurately calculate surplus lines taxes.

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

Easy Integration Options to the InsCipher Platform

Seamlessly transfer data.

Using our APl 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.

Ready to Simplify Your Tax Filing?

Talk to one of our product experts today to learn more and get a customized quote for your surplus lines business.

Free Consultation
No Commitment
Custom Pricing