Get Texas Diligent Effort Affidavit

The Texas Diligent Effort Affidavit is an essential document that serves as evidence of diligent effort in compliance with Texas Insurance Code §981.004. This guide will walk you through the steps to accurately fill out the affidavit online, ensuring you have all necessary information at hand.

Follow the steps to complete your affidavit successfully.

1. Press the ‘Get Form’ button to access the Texas Diligent Effort Affidavit and open it in your preferred editor.
2. Fill in the broker information section. Provide the retail broker's name and license number, as well as the surplus lines broker's name and license number. Indicate the type of broker—select either 'wholesale broker' or 'managing general agent.'
3. Complete the policy information section by entering the policy or binder number and the insured person's name. Choose the type of coverage, specifying whether it is personal or commercial.
4. In the carrier information section, list the surplus lines carrier's name. Document any declinations received by selecting the appropriate reason, such as 'capacity reached' or 'underwriting reason.' You may add additional comments if necessary.
5. Acknowledge the surplus lines principal broker's attempt to place the business with the admitted market. Sign and print your name in the designated area and include the date.
6. If needed, attach any additional correspondence as evidence. Ensure to file the completed affidavit with SLTX and/or retain it for your records considering potential audits, investigations, or lawsuits. Make a note that workers’ compensation and private passenger auto are prohibited coverages in Texas.
7. After reviewing the document for accuracy, save your changes. You may also choose to download, print, or share the affidavit as required.

Begin completing your Texas Diligent Effort Affidavit online today!