Just for Agents

Getting Started for Agents

Welcome to our agent community

We're proud to empower you and provide you with the tools you need to serve your clients. Explore these resources to help you get started with Texas Mutual so you can make the most of our partnership.

TXM team members

Texas Mutual's underwriters work closely with agents to provide the best customer service in the industry.

Working with Texas Mutual

Any licensed agent can write with Texas Mutual. To register with us, you’ll need to submit an agency application so we can create your Texas Mutual Online (TMO) account. Before you get started on your application, we recommend you review the documents and information you’ll need to have on hand.

What you'll need

We recommend you gather these documents and information before you start your application. 

  • Texas Property & Casualty (P&C) Agency License Number
  • FEIN / Tax ID #
  • Agency associations (if any)
  • IVANS information (if applicable)
  • Total Property & Casualty written premium from your previous year
  • Written premium volume and loss ratio for your top three appointed companies
  • A copy of your W-9 taxpayer identification form
  • A copy of your Texas P&C license

You’ll need to provide contact details for someone who will manage your agency’s users in TMO (an account admin), as well as for each of these agency roles:

  • Accounting contact
  • Agency administration
  • Principal/Owner

One or more people can fulfill these roles. For sole proprietor entities, you’ll need a Social Security number.

What to expect

It takes about three business days to process a new agency application. Once we have you set up, we’ll email you an agency code and details on how to access your TMO account. The TMO account admin you appointed can add more users to your account.

Ready to get started?

Your application will not be saved until you submit, so be sure to complete all five steps and click “Submit” before closing your browser. You will not be able to save your progress or reopen an incomplete application.

See FAQs on getting started with Texas Mutual

Texas Mutual Online services

In your account, you have a variety of services available to help you manage your policies with Texas Mutual. You can start a new quote, submit a policy change, manage agency information and more. Watch the videos to get to know your account and see how to do your most common tasks.

...

Tai Williams, Texas Mutual training specialist

Tai Williams conducts an agent training session as part of Texas Mutual's ongoing commitment to provide agents with workers' comp resources.

Explore agent resources

We know our agents count on us to provide them with the resources they need to help their clients. As an agent with Texas Mutual, this means you’ll have access to:

Sign up for Agent News

Our free monthly newsletter features workers' comp news, Texas Mutual announcements, regulatory information and more.

Need more help?

Get answers to the most common questions asked by agents.

Agent workers' comp basics

See what you need to know
about workers' comp.