Florida Surplus Lines Service Office Agent Software Tutorial

  • Are you a first-time user of the FSLSO Agent software?
  • Do you already have experience with the software but would like a refresher course?
  • Do you need assistance with a particular area of the program?

If any of these questions apply to you, then this Agent Software Tutorial can provide the answers.

Designed with easy-to-understand instructions and quick movie demonstrations on each of the six sections contained within the Agent Software program, this tutorial overview is a fast way to learn. The first-time user can view the entire presentation and navigate through the software program learning how to make a correct agent submission in less than 30 minutes. For the more experienced user who understands the basic concepts, but may want additional training on a certain area, it provides access to individual movies of instruction, by selecting from the Table of Contents. Specific features of the program allow the user to rewind, stop or continue through a section or transition to the next or previous movie.

For further assistance, please email us with your questions or concerns at info@fslso.com.

Begin Presentation

Section
Setup
Agency
This section will demonstrate the setup of the agency screen.
Surplus Lines Agent
This section will demonstrate the setup of a surplus lines agent.
General Lines Agent
This section will demonstrate the setup of a general lines agent.
Insurers
This section will demonstrate the setup of an insurer.
Policies
Policy Information
This section will demonstrate the entry of a policy record.
Transactions
Coverage Codes
This section will demonstrate the entry of coverage codes.
Transaction Functions
This section will demonstrate the creation of various transactions and explains the differences of each.
Backouts
This section will demonstrate backing out of previously submitted incorrect transactions.
Utilities
Contact Information
This section will demonstrate the entry of a contact.
Submit Data
This section will demonstrate the transaction submission process.
Help
Location of Help
This section will demonstrate how to access the various help options.
Additional Functions
Password
This section will demonstrate the setup of a system password.
Database Settings Screen
This section will demonstrate the database maintenance functions available in the system.
Archiving
This section will demonstrate the process of archiving old policies.
Unarchiving
This section will demonstrate the process of unarchiving previously archived policies.
Proxy Settings
This section will demonstrate proxy settings.