PA Surplus Lines study materials
PA Surplus Lines study resources

PA Surplus Lines case studies

PA Surplus Lines · Put your knowledge to work in context.

The Pennsylvania Surplus Lines Producer License is a Pennsylvania Insurance Department credential that authorizes a licensed producer to place coverage with eligible surplus lines (non-admitted) insurers for risks that admitted carriers decline. It is aimed at property and casualty producers, agency principals, and wholesale or brokerage staff who already hold a Pennsylvania producer license and want to write hard-to-place commercial and specialty risks. The PA Surplus Lines case studies are 5 cases and about 2,308 words.

1

The June Policy That Appeared in July

Keystone Risk Partners is a Pennsylvania surplus lines brokerage. On June 24, 2025, broker Marlene binds a commercial property policy for a Lebanon County manufacturer with an eligible surplus lines insurer.

511 words, about 3 min
2

Renewal, CE, and the Unapproved Ethics Webinar

Jordan is a Pennsylvania resident producer with property and casualty authority and a surplus lines broker license. Her license expires May 31, 2025.

460 words, about 2 min
3

The CE Audit and the Duplicate Course

Priya is a Pennsylvania resident producer with a two-year license term ending October 31, 2025. Her CE transcript shows: 12 hours of approved classroom courses; 6 hours of approved online courses; 6 hours of "home office training" provided by her agency's carrier, not approved by the Department; 3 hours of approved ethics; and 3 hours of an approved course that duplicates a course she completed earlier in the same license term (same course number).

441 words, about 2 min
4

The New Jersey Eligible Insurer in a Pennsylvania Policy

Trucking company Blue Ridge Haulers is headquartered in York, Pennsylvania. Its broker, Sam, places a $1.2 million commercial auto liability policy with Hudson Specialty, a surplus lines insurer that is eligible in New Jersey but not on Pennsylvania's eligible surplus lines insurer list.

436 words, about 2 min
5

The Rehabilitation Notice and the Missing Disclosure

Atlas Casualty is an eligible surplus lines insurer in Pennsylvania. It issued a $500,000 commercial umbrella policy to an Allegheny County manufacturer effective January 1, 2025.

460 words, about 2 min