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 “Submit.”  Fees are securely transmitted to the states via Electronic Funds Transfer (EFT).

Industry

There are no licensing fees or special software to purchase. Industry users should complete the appropriate OPTins implementation forms***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.
*** All forms and fields must be completed to initiate the implementation process.

Industry Paperwork

• Industry EFT Implementation Guide
• Implementation Forms - Surplus (ACH Debit)
• Implementation Forms - All Other (ACH Debit)
• Implementation Forms - Surplus (ACH Credit)
• Implementation Forms - All Other (ACH Credit)
• Additional or Updated Entity Form

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.

• Bank Change Exhibits A and B

States

• State Implementation Guide