Just for Agents

Getting started

Welcome to our agent community

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.

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.

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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 number
  • Agency associations (if any)
  • IVANS information (if applicable)
  • Total P&C 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

New agency applications take about three business days to process. Once complete, we'll email your agency code and TMO account access details. Your designated account admin can then add additional users.

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

Start Application

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 video to get to know your account and see how to do your most common tasks.

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:

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