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GETTING STARTED


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 ā€œSubmit.ā€ 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.

Paperwork

Please select and download the paperwork below that best fits your filing needs.

*Standard Implementation Paperwork:
OPTins Implementation Forms - All Other

Suprlus Lines Paperwork:
Optins Implementation Forms - Surplus Lines

Alien Insurer Paperwork:
OPTins Implementation Forms - Alien Insurers

Oklahoma Regulated Entities Paperwork:
Optins Implementation Forms - OK Regulated

*If unsure, choose the Standard Paperwork

If you have questions on which document is right for you please contact the OPTins team at (816) 783-8500

To change the bank account currently on file with OPTins for ACH debit, please follow these steps.

For questions regarding ACH Debit versus ACH Credit, please review our Industry EFT Implementation Guide.