See the most up-to-date information on the upgrades we've made to our online systems.
Our teams recently updated the online experience for our agents who use an agency management system (AMS). Now, when you choose View Policy through your AMS, you will be taken to your texasmutual.com account to view your client's policy. This will provide you with a more seamless experience. We look forward to bringing more functionality to this feature.
Our network directory makes it easy to find local doctors and health care services in the WorkWell, TX network. Policyholders and their injured employees can find the directory, which now has a new look and feel, directly from the texasmutual.com homepage. The Texas Mutual Provider Directory mobile app is also available to download. Policyholders and their employees can use the directory to search for urgent care, pharmacy, specialist or a provider by name.
As part of our effort to modernize our systems and provide customers with an even better experience, we recently personalized the first screen that policyholders see when they log into their account.
The new look and feel of the homepage makes it easier for customers to complete their most common tasks. Here's what all policyholders will see:
Customers enrolled in payroll reporting will also have a payroll reporting module where they can view reports and view FAQs.
We're excited to offer policyholders an easier way of managing their workers’ comp policy.
To help our agents save time and better serve our mutual clients, our teams have automated online policy changes. In most cases, the agent will immediately receive the policy change to download for their records and share with the policyholders for the following requests:
We encourage you to submit all policy changes through your Texas Mutual Online account for the most efficient service.
We recently updated our process so that agents who have chosen email as their preferred method of communication will now receive their Argo documents by email as well. This includes Argo policies and associated states’ posting notices, policy changes and reinstatements. Cancellations will continue to be sent by certified mail.
We're proud to share that we have upgraded our safety resource catalog to help Texas Mutual policyholders make their businesses stronger. Through our partnership with Zywave, an insurance tech industry leader, Texas Mutual policyholders have access to a robust, high-quality safety and risk management resource library. This upgraded catalog gives them access to thousands of safety resources, with many available in Spanish, such as:
The safety resource catalog is available exclusively for Texas Mutual policyholders.
Watch the video below to get to know the new catalog.
How Texas Mutual policyholders can access the catalog
Policyholders will need to log in to Texas Mutual Online select Safety in the top menu, and then choose the updated link for the Safety and employer resources catalog.
Please note, the first time a policyholder chooses to access the catalog, they will need to acknowledge an online agreement. They’ll also have the option to save their information for easy access in the future. After completing those steps, a policyholder will be able to proceed to the catalog and Zywave will email them confirmation of their account creation.
New page for agents
While agents will not have access to the safety resource catalog, we encourage you to explore our just for agents safety resource page. We’ve created this new page to give you clear insight into what safety resources are available for your Texas Mutual clients and help you communicate these benefits.
As always, our safety services support center is available to help policyholders with their safety needs. Policyholders can call 844-WORKSAFE (967-5723) or email firstname.lastname@example.org for assistance.
We’ve updated the agent forms page to make it easier to find documents. With the new left-hand navigation, you can easily find forms to help you manage your agency with Texas Mutual and manage your clients’ policies. Explore the new agent forms page.
Based on valuable feedback and user research, we updated the agent homepage to provide an improved agent experience. The agent homepage is the first place you see when you log in to your TMO account. On that page, you have a new search tool to easily access you clients' policies as well as a notification center that provides a high-level overview of your clients' accounts. You have the same functionality in your account that you are used to, but it is redesigned as a more useful landing page. For example, the Book of Business has gone away but the new page gives you quick access to your clients’ policies and your most common tasks.
Watch the video below to get to know your new agent homepage and keep reading to see answers to common questions.
What is the agent homepage?
The agent homepage is the first thing you see when you log into your Texas Mutual Online account. The new homepage for agents launched on Friday, June 26.
What is different about it?
It is designed with your most common tasks in mind to make it easier for you to quickly navigate your online account. The Book of Business has gone away, but the new design is more user friendly. With the new homepage, you can:
Does this change impact my clients?
No, this only affects your homepage, not your clients' homepage experience. We will keep you and your clients informed about the new policyholder homepage that will roll out later this summer.
We've updated our login process to enhance security and functionality for our users. Agents and policyholders with Texas Mutual Online accounts may be required to update their passwords. Users will also be prompted to create new security questions upon login. This quick and simple process will take just a couple of minutes. Users will still have access to their account just as they do today.
Users who are designated account administrators will no longer be able to see a user’s security questions or password, as a security enhancement.
Agents who use an agency management system to access their Texas Mutual Online account, will still be able to do so after this update. These users will also need to create new security questions upon login.
We've made it easier for our agents to see what safety groups are available for their clients. The new search functionality on the safety group page allows agents to type a class code into the search box and quickly find qualifying groups. Safety groups provide agents with a powerful way to lower their client's premiums and boost retention.
We’re refreshing the look and feel of the safety resource catalog and making improvements to create a more intuitive experience. Some of the updates include new filter and sort features, a more streamlined order process and recommended safety group resources exclusively for agents. If you or your clients have any questions, you can email or call our safety services support center at email@example.com or 844-WORKSAFE.
Last year we rolled our new policyholder onboarding campaign. To help our agents get familiar with what their clients can expect when they provide us with their email, visit our new onboarding page. You'll see a preview of each email in the program and find answers to common questions about the campaign.
Explore the new other states coverage page, which will help policyholders know what to expect with claims and billing for their Argo policy. The page also includes commonly used links to help you navigate to Argo's site. You can find this page under the Just for Employers drop-down menu under Information.
To help you save time and better serve your clients, blanket waivers of subrogation are now processed automatically. In most cases, you will immediately receive the policy change to download and share with your client. This is the first step to automate policy changes to help save you time and better serve clients.
Based on customer feedback, we’ve been busy working to modernize our invoice to make your current billing information clear and easy to understand. Policyholders will be able to clearly view the amount due, payment deadline and available payment options. All new invoices will now be printed and mailed in this new, redesigned style.
To help you get familiar with the organization of the new invoice, view our How to Review Your Bill reference sheet.
As part of our commitment to improving the customer experience, our IT teams are refreshing the design of many of the tools found within the login experience for Texas Mutual Online.
Internet Quoting for agents: The refreshed Internet Quoting tool for agents features a new left-hand navigation menu. While the process stays the same, agents will find the navigation gives easier access to move throughout the application.
First report of injury: We added an easy-to-use navigation tool that allows policyholders to easily move to different sections of a claim report. You’ll see that information is better organized and we’ve made other subtle enhancements to help guide policyholders through the steps of reporting.
Loss analysis and loss runs: We’ve updated the look and feel of the loss runs and loss analysis tools to provide a cohesive experience.
Employer’s Wage Statement, DWC-3 Online Form: We’ve updated the DWC-3 online form with a new look and feel, as well as introduced new features. Users will find more guided help tools and form-fill options.
These updates are primarily to refresh the look and feel, and to make it easier for our policyholders and agents to navigate through the experience. We’ll continue to notify you of the changes that may impact how you do business with us.
Our other states partner, Argonaut, has updated its first report of injury making it an easier, one-stop reporting tool. Previously, users had to search for the applicable state to access that state’s reporting form and requirements. The process has been simplified with one generic reporting form for all customers.
You can report an other states claim by visiting our claims management page. We’ve included language on that page to let policyholders know that they will see a new form.
Through extensive research, testing and feedback, we’ve enhanced our website to provide agents and policyholders with an even better experience. The redesign only affects the public site, not anything behind the login.
You’ll see that it’s easier to find what you’re looking for with our new navigation and dedicated sections for employers, agents, health care providers and injured workers. We’ve enhanced our content by including workers’ comp basics, select Spanish pages and FAQs to help answer common questions. We’ve also added more visual elements like our easy-to-use quick links.
Last fall, we introduced a new credit statement and process. For customers with credits on their account, we held that credit to apply to future invoices.
Since implementing, we've closely monitored customer feedback and reception. We learned that our customers prefer the previous process and so we have reverted to that preferred method. Going forward, policyholders can expect disbursements on a regular basis.
To simplify billing for our payroll-reporting customers, we will now invoice policy changes with the final audit. We will continue to process policy changes as we receive them, and policy changes that affect premium will be reflected in the final audit. Based on feedback, we learned that this adjustment will improve the billing experience for these customers.
We will continue to invoice policy changes for customers who pay in full, are on installment billing or premium financing.
A faster and better experience is unfolding on Texas Mutual Online (TMO), beginning with a new look and feel. It's part of ongoing research with policyholders and agents to guide innovation from our design and development teams. In the future, we'll be enhancing functionality to make it even easier to use and navigate the features of TMO, and we'll keep you informed of those changes when they come.
To make billing more convenient, our new autopay feature gives policyholders the option to set up recurring, automatic payments. Eligible policyholders now have the option to enroll with a new "Set up autopay" link on the billing screen in their texasmutual.com account. With their permission, we'll draft the amount invoiced to them on the invoice due date from the bank account they've set up.
Drawing for $100 Amazon gift card
To celebrate this new feature, we held a drawing for a $100 Amazon gift card. Thanks to everyone who enrolled. We're happy to share that we awarded the gift card to one of our Houston policyholders in the restaurant industry on July 10.
We're making enhancements to make our internet quoting tool even better through recent enhancements. Agents will have the option to prefill parts of an application with information we already have on file. These updates will be intuitive and easy to use, and in the future, we'll continue to deliver updates that help maximize your time.
Our quoting system now accepts new business submissions up to 120 days in advance of the proposed effective date. This is an update from the current 90-day period. We're glad to bring a change that will make it easier for our agents to manage their clients' needs.
Texas Mutual's welcome campaign for new policyholders allows us to provide the right information at the right time, and help them make the most of their workers' compensation coverage.
At the end of your policy term, we conduct a review, known as a premium audit, to ensure that your premium accurately reflects your actual payroll and business operations. Based on customer feedback, we've added a new section on the final audit statement that provides a clearer explanation of how we calculate your final estimated billing adjustment.
Agents, take a look at our updated final audit statement so you can see what you and your clients can expect.
We'll continue to share news of our enhancements that make doing business with us even better. As always, contact us or your agent with any questions.
In the event your workplace experiences a catastrophic injury, we've made it easier for you to report the incident to us. You can now use our injury reporting tool online at texasmutual.com to answer some questions about the incident and get assigned a claim number right away, allowing us to better serve you and your employees. We recommend logging into your texasmutual.com account, so that you can quickly choose class codes already established with your policy.
For eligible applicants, policy premium will now be paid in 12 monthly installments, with the first installment due by the policy effective date. This plan has replaced our 15% down installment payment plan.
We have added the option to assign payroll by class codes in a consolidated format. This new functionality is not applicable for PEOs, as they must report by location. Policyholders will still have the option to report by location, if they prefer to do so.
Policyholders told us that they would like easier access to policy documents through their Texas Mutual Online (TMO) account. Earlier this month, we debuted a new feature in TMO called Document Center.
To access the new Document Center, log into texasmutual.com, select Policy and then choose Documents from the dropdown menu.
In Document Center, you can now view, print or save documents such as policies, policy changes, policy cancellations and documents for other states policies. Customers can access up to five years of history on the page.
We are no longer charging installment fees to policyholders enrolled in installment billing. This makes our convenient installment option even more economical for business owners.
We've simplified billing for our Texas Mutual policyholders who have policies in other states. Instead of receiving two invoices, policyholders will now receive one combined invoice if both policies are on the same payment plan. Customers will be able to view other states billing information in their Texas Mutual Online account as well.
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