Step-by-step instructions on how to create a new Ohio Department of Insurance (ODI) Gateway account and request affiliations.
Note: This document describes steps necessary to create an account for the new Surplus Lines & Risk Retention Group Reporting Application. Only one account is necessary to access this (and any other ODI Gateway application).
In the past, the Ohio Department of Insurance issued a separate account for each licensed person or entity. The old usernames such as SLTAXA12345, SLTAXC12345, or SLTAX12345 will no longer provide you access to the reporting application. NOTE: The prior version of the Surplus Lines Reporting Application that used usernames of SLTAX was not a Gateway application.
The ODI Gateway accounts are now person-based. The account will now be created by, and in the name of, the person responsible for entering or uploading the surplus lines and risk retention group premium and tax data. The person who creates the account and inserts or uploads the data can be, but will often not be, a surplus lines agent.
As the ODI Gateway account holder for the Surplus Lines reporting application, you will then request affiliations. When requesting affiliations, you are advising the Department as to the identity of all surplus lines agents, agencies, or risk retention groups of which you are tasked with entering or uploading surplus lines and risk retention group premium and tax information on behalf of. All entity affiliations are approved by ODI.
The first step is to create your ODI Gateway user account requesting access to the Surplus Lines Reporting Application. After your user account has been created, you can request affiliations for the agents, agencies, or risk retention groups for which you will enter or upload data.
If you already have an ODI Gateway account, you do not need a new account. Simply request access to SLTAX to upgrade your existing account. Instructions can be found here.