September 20, 2018
What's Happening This Week
Check Out the Enhanced Tax Estimator
The popular Tax Estimator tool now includes the Diligent Effort/Disclosure Matrix information.
One of the most confusing pieces of the surplus lines insurance puzzle is discerning whether there is a need for a diligent effort. For that reason, we developed the Diligent Effort/Disclosure Matrix.
All the information in the Diligent Effort/Disclosure Matrix is now in the Tax Estimator tool! When you are trying to figure out tax costs based on the type of coverage, the Tax Estimator tool will also tell you whether the coverage will require a diligent effort, a disclosure form, or is exempt altogether.
This new feature is available in SLIP and on FSLSO.com. Next week it will also be available on Tax Estimator mobile app.
The Lunch and Learn team has several training sessions scheduled in the Tampa Bay area the week of October 8.
If you are located in the Tampa Bay area and would like to sign up, send an email to Outreach@fslso.com.
Lunch and Learn is our training program designed and tailored to the needs of your agency and staff. Our team will come to your office and provide hands-on training that addresses the specific needs of your agency.
PalmCast
This week, we are recording our next episode. It will be a wild ride.
In the meantime, listen to past episodes on iTunes, Stitcher, and the FSLSO website.
www.fslso.com
Have questions? Contact us at 800.562.4496, option 1 or email agent.services@fslso.com.
Facilitating Compliance Through Innovative Solutions
