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Upcoming webinars

Texas Mutual hosts agent webinars several times a year. Check this page for upcoming opportunities, or watch for email announcements from Texas Mutual. 

Past webinars

Entities and Combinability

Your clients look to you for your insurance expertise. Knowing how insurance carriers determine combinability helps create a smooth process for you and them. This webinar addresses your questions on entities and combinability. We also cover what you need to do when there is a change in ownership as well as pain points around filling out an ERM-14 form.

Workers' Compensation Claims: What You Need to Know as an Agent

When a workplace injury occurs, the first step in the claims process is to report the injury. Texas Mutual reviews the claim to determine compensation and what type of benefits may apply. Join us to discuss basic concepts of the claims process, such as injured worker benefits and network options, so you can help your clients know what to expect.

What to Expect from an OSHA Inspection: Tips for Producers

When faced with an Occupational Safety and Health Act (OSHA) inspection, your clients may turn to you for help. Join us in this webinar where we will discuss how you can help your clients prepare by reviewing the inspection process and helping them understand their rights and responsibilities with OSHA.

Payments, Invoices and Statements: What You Need to Know About Texas Mutual's Upcoming System Enhancements

In this webinar, we'll discuss how Texas Mutual's upcoming system enhancements affect payments, policyholder invoicing and commission statements. We'll introduce the new billing and payments page, talk about scheduling payments, and share what your agency needs to know about these changes.

Workers' Compensation Basics

Whether you're new to workers' compensation or you need a refresher course, check out this webinar where we review the basics of workers' compensation coverage, including Texas-specific coverage options, components of a workers' compensation policy, and workers' compensation rating and terms.

Premium Audit Basics

When your Texas Mutual clients undergo a premium audit, they may look to you for help. Though the premium audit process is much less complicated than you may think, there are still a number of things that can make it even simpler for policyholders. In this 30-minute webinar, you will learn what your clients can expect during an audit and how you can help them prepare for a successful audit process.

Commonly Misinterpreted Class Codes

Our premium audit department assembled a list of the most commonly misinterpreted class codes. In this brief webinar, we will review the list and explain what those codes were not intended to cover.

Classifying a Risk

When writing workers' comp, classifying a risk is where it all starts. Accurate levels of coverage and correct pricing depend on understanding your clients' businesses and knowing how Texas Mutual classifies risks.

Basic Experience Modifier Training

This webinar examines the purpose of experience rating, the formula characteristics and the types of experience modifiers.


Agent microlearning is a new training tool that you can access at any time you need a refresher. Unlike a webinar, microlearning takes less than 10 minutes to review and you can progress at your own pace.

Executive officers

Like many other employees, executive officers are covered by a workers' comp policy. In this microlearning, you'll learn what roles are classified as executive officers, the percentage of ownership and what specific form is needed to exclude an executive officer and associated payroll limitations.
View executive officers microlearning

Other states coverage

Watch this microlearning to learn how Texas Mutual handles coverage for our policyholders with operations in other states.
View other states microlearning

General inclusions and exclusions

When it comes to identifying class codes for your client, there are some operations that are included in all basic classifications. We’ll cover these general inclusions as well as those operations that must be separately classified, known as general exclusions.
View general inclusions and exclusions

How to fill out an ERM-14 form

We know the pain points around filling out an ERM-14 form and when it's needed. Click below to view our ERM-14 microlearning session for a quick study.
View ERM-14 microlearning

Explore commonly used forms and endorsements

View this quick microlearning session for a refresher on the most commonly used forms and endorsements used when working with Texas Mutual.
View forms and endorsements microlearning

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