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OPTins facilitates the submission of premium tax, assessment, surplus lines tax, Annual Contracted Producer Report, and other state-specific filings and payments to the states.

The NAIC has partnered with TriTech, allowing PREMIUM Pro software users the capability of submitting their premium tax forms and payments electronically, via OPTins.

In addition to PREMIUM Pro users, standard users can log directly into OPTins, upload the state-specific forms, enter the applicable fees and click “Submit.”  Fees are securely transmitted to the states via Electronic Funds Transfer (EFT).

Industry

There are no licensing fees or special software needed to use OPTins. Industry users should complete the appropriate OPTins implementation forms which are provided below and email finished paperwork to optinsmktg@naic.org. These forms can be filled out electronically. When your email has been received, a member of the OPTins Marketing Team will contact you to begin the implementation process.

Industry Paperwork

If you are filing Surplus Lines to any participating state, please complete the ACH debit or ACH credit "Surplus Lines" documentation.

If you are filing anything other than Surplus Lines, please complete the ACH debit or ACH credit "All Other" documentation.

If you have questions on which document is right for you please contact the OPTins team at (816) 783-8990.

If you have questions regarding ACH Debit versus ACH Credit, please review our Industry EFT Implementation Guide.

Standard Paperwork

ACH Debit

ACH Credit

ACH Credit Information - Please Read!

Additional or Updated Entity Form

Regulated Entities Implementation Paperwork

Alien Insurers Implementation Paperwork

Industry Bank Change Forms

If you need to change the bank account currently on file with OPTins for ACH debit, please complete the OPTins ACH Debit Bank Change form. These forms can be completed electronically and emailed to optinsmktg@naic.org. You will be contacted by a member of the OPTins Marketing Team to begin the implementation process.