Exam 6U · Solvency, Specialty Markets & Emerging Regulation · Free Lesson

Summarize how regulation reaches the specialty markets, including surplus lines carriers, risk retention groups, risk purchasing groups, captives, and non-admitted companies.

Free CAS Exam 6-U.S. (Regulation and Financial Reporting) lesson in Solvency, Specialty Markets & Emerging Regulation. 10 min read, ~1,532 words.

A manufacturer cannot find pollution coverage from any licensed carrier. It must reach outside the admitted market. Different regulatory rules govern every door it can knock on.

A non-admitted insurer holds no license in the state where the risk sits. It cannot solicit there. Buyers reach it through two doors. The main door is surplus lines: a licensed surplus lines broker places the coverage for hard-to-insure risks the admitted market rejects. The second door is direct procurement, covered below.

Two safeguards apply. First, the broker performs a diligent search, usually documenting three declinations from admitted carriers, proving the coverage was unavailable. Second, the state collects a surplus lines premium tax the broker remits.

KEY: The NRRA made the insured's home state the sole regulator and sole taxing authority for a surplus lines placement. That ended multi-state tax allocation fights.

TRAP: An exempt commercial purchaser, a sophisticated buyer meeting size thresholds using a qualified risk manager, may skip the diligent search only after two steps.

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Common mistakes

Bottom line

Exam shortcut

For any specialty-market question, first ask "does this entity bear risk?" RRGs and captives do; RPGs and brokers do not. Two doors into the non-admitted market: a surplus lines broker (diligent search, broker remits the tax) or direct procurement (insured buys out of state and owes the tax itself). Tie every surplus lines tax/regulation question to the NRRA: home state, single authority, no allocation.

The full lesson (about 1,532 words, 10 min read) adds 2 worked examples, all 6 common mistakes, a self-check, free in the app.

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