About Texas Mutual

As part of our payment experience enhancements, we've introduced new options for agents making commission return payments to Texas Mutual. Starting December 8, in the event we request commission back from you (normally when a client's premium is reduced), you’ll now have more ways to make a payment. In addition to mailing us a check, you can also choose to pay online from a checking or savings account, with a credit card, or using a digital wallet. If a commission return payment is requested, you’ll receive a unique QR code and link to make your payment.

As a valued agent partner, we strive to make it easy for you and your clients to do business with us. That’s why we’re happy to announce enhancements that will make it easier and more efficient for you to manage your payment transactions.

As of December 8, you will have a new payment experience, introducing:

• More digital payment options: The ability to pay with Visa, Mastercard or Discover credit cards as well as digital wallets (with a 3% processing fee)
• Phone payments: A new automated phone system, allowing you to make payments without a computer
• Online visibility: Real-time payment posting so your client’s accounts update faster

Saved payment information

To ensure security, any previously saved payment information will not be transferred to the updated payment experience. Additionally, as an agent, you will no longer be able to save payment methods.

Commission return payments

In the event we request commission back from you (normally when a client’s premium is reduced), you’ll now have the option to pay your return commission bill from a checking or savings account (via ACH transaction) or using a credit card or digital wallet. If a commission return payment is requested, you’ll receive a unique QR code and link to make a payment.

Learn more about these enhancements.

To help us communicate more efficiently with our mutual clients, we will now require the policyholder's email address when binding coverage. This will allow us to keep them informed of relevant online services as we continue our work to enhance our customers' digital experience.

We’re here to help

If you or your clients need to update the email address after submitting, please reach out to our Information Services Center at (800) 859-5995 or information@texasmutual.com. 

Submit your quote online

As a reminder, using our Internet Quoting tool is the fastest way to get your submission to us. Log in to your texasmutual.com account to start submitting your quotes today!

We've updated security features for our email document tool on Texas Mutual Online (TMO) for agents. Starting August 27, when you send documents to your clients, the email will be sent from underwriting@texasmutual.com. This update will help us continue to safeguard sensitive information. To email documents to your clients:

• Log in to TMO
• Navigate to a specific policy
• Select Documents in the left menu
• Choose Email document from the action menu

A confirmation message will appear on the page once your email has been sent.

We've updated the layout and functionality of the Preferred Method of Communication page within agency administrator's Texas Mutual Online (TMO) accounts. This will help us modernize our systems, communicate effectively with agencies and ensure policy documents are reaching the appropriate contact(s). The page is now called Communication Preferences and all agency administrators automatically have access to the new page.

New functionality and how to find the updated page

With this update, administrators can select either mail or email as their agency's communication preference for policy documents including quotes, cancellation notices and declination letters. When selecting email, agencies have the option of entering multiple email addresses to receive all documents. To access the new page, administrators can log in to their TMO account and select Manage Communication Preferences from the Admin menu.

How to get administrator access

To become an agency administrator, agents can fill out the updated Communication Preferences and Agency Administrator Form (PDF 200 KB) and email the completed form to agents@texasmutual.com.

We've rolled out a new tool to help agents stay up to date with their clients' activity. Based on valuable agent feedback and research, Texas Mutual launched a new Recent Agency Activity and Documents page in your Texas Mutual Online (TMO) account. This new page lists the last 30 days of activities for all clients linked to your agency code and includes the ability to download associated documents.

How to access the new page

Agents can find the new Recent Agency Activity and Documents page by logging in to their TMO account, navigating to the Clients section and selecting Recent Agency Activity and Documents from the drop-down menu.

Search for Client Documents page retiring

The Recent Agency Activity and Documents page is replacing the Search for Client Documents page, which will be retired starting August 20. To view documents, agents can use the new Recent Agency Activity and Documents page or the Search for Clients page.

As a valued Texas Mutual policyholder, we strive to make it easy for you to do business with us. That’s why we’re happy to announce enhancements that will make it easier and more efficient for you to manage your payment transactions.

As of December 8, you will have a new payment experience, introducing:

• More digital payment options: The ability to pay with Visa, Mastercard or Discover credit cards as well as digital wallets (with a 3% processing fee)
• Phone payments: A new automated phone system, allowing you to make payments without a computer
• Online visibility: Real-time payment posting so your account updates faster
• Payment notifications: New automated payment email communication from our trusted payment partner, including payment confirmations, credit card expiration notices and alerts to new invoices

As part of these enhancements, you may begin receiving email notifications from our trusted partner, InvoiceCloud.

Learn more about these enhancements.

Texas Mutual has received updated banking information from our payment vendor and we will have a new company ID as a result. Beginning December 6, policyholders who make online payments and have commercial bank or personal accounts with debit block fraud protection will need to communicate with their bank to authorize payments to Texas Mutual. Until our new company ID is approved by their bank, any online ACH payments made to Texas Mutual will be returned by your bank.

If you have not set up a debit block on your bank account, no further action is needed and your online transactions will be processed as normal.

How to authorize online payments to Texas Mutual

1. Contact your bank
2. Request Texas Mutual’s company ID #1020401225 to be added as a valid payee

To avoid late fees, we recommend policyholders with bank accounts that have a debit block call their bank as soon as possible. Most banks take 1-3 business days to process the authorization. Once approved, policyholders can resume making online payments at texasmutual.com. Please note, any payments made by mail will not be impacted.

If you have any questions, please contact our policy accounting department at (512) 224-3525 or by email at policyacct@texasmutual.com.

In an effort to streamline policyholders' access to resources and provide updated training material, we retired one of our two safety video catalogs on August 30. The retired selection contained safety videos from our legacy safety catalog, which was retired in 2020. Policyholders can still access more updated safety videos spanning similar topics through their Texas Mutual Online (TMO) account within our e-Learning system.

The e-Learning system is available exclusively for Texas Mutual policyholders. To access e-Learning, including safety videos, policyholders should:

1. Log in to their TMO account
2. Select Safety
3. Click on Explore e-Learning in the e-Learning tab
4. Select Safety videos on the e-Learning homepage

We've launched an upgraded e-Learning system to help our policyholders provide accessible and effective safety and health training to their employees. Through our partnership with SafetyNow, policyholders can access the Bridge e-Learning application to:

• Assign safety, human resources and health courses in English and Spanish
• Create content specific to their company
• Arrange content into structured programs
• Organize employees into groups to streamline assignments
• Track employees’ learning activities
• And more!

The e-Learning system is available exclusively for Texas Mutual policyholders.

How policyholders can access e-Learning

Policyholders will need to log in to their Texas Mutual Online (TMO) account, select Safety in the top menu, and then choose Explore e-Learning in the e-Learning tab.

Please note, the first time a policyholder accesses the e-Learning system, it may take up to 15 minutes for the complete course catalog to load. In the meantime, policyholders will be greeted with how-to videos and will receive an email from Bridge to confirm their account creation.

For assistance with the new system or with your safety program, you can contact our safety services support center at 844-WORKSAFE (967-5723) or by email at safety@texasmutual.com.

Starting July 26, as required by the Texas Department of Insurance, Division of Workers’ Compensation (DWC) (PDF 602 KB), Texas Mutual will be making updates to the electronic Employer’s First Report of Injury or Illness, also known as the DWC-1, on texasmutual.com. These are required updates from DWC for all workers’ compensation carriers in the state.

Employee identification updates

Per DWC, employers will need to provide one of the following identification numbers for an injured employee when reporting an injury online:

• Social security number (SSN)
• Passport number
• Employment visa number
• Individual taxpayer identification number (ITIN)
• Green card number

The SSN is information we already request in the report. If an employer does not have an employee’s SSN, the DWC is now allowing the previously listed alternate forms of employee identification for all workers’ comp carriers in Texas.

Injury information updates

Per DWC, when an employer reports an injury and is prompted to enter an injured employee’s body part such as arm, leg or torso, they will be asked to further identify the extremity using the preselected options found in the drop-down menus. If finger(s) or toe(s) are selected as the injured body part, the application will ask for the specific digit.

We’re here to help

Our team is ready to guide you through these changes. If you have any questions, please don’t hesitate to reach out to our Information Services Center at (800) 859-5995 or by email at information@texasmutual.com.

Texas Mutual has received updated banking information from our payment vendor and we will have a new company ID as a result. Beginning June 16, policyholders who make online payments and have commercial bank or personal accounts with debit blocks will need to communicate with their bank to authorize payments to Texas Mutual. Until our new company ID is approved by their bank, any online ACH payments made to Texas Mutual will be returned by your bank.

For policyholders who do not have a debit block on their bank account, no further action is needed and their online transactions will be processed as normal.

How to authorize online payments to Texas Mutual

1. Contact your bank
2. Request Texas Mutual's company ID #0000408976 to be added as a valid payee

To avoid late fees, we recommend policyholders with bank accounts that have a debit block call their bank as soon as possible. Please keep in mind that most banks take 1-3 business days to process the authorization. Once approved, policyholders can resume making online payments at texasmutual.com. Please note, any payments made by mail will not be impacted.

If you have any questions, please contact our policy accounting department at (512) 224-3525 or by email at policyacct@texasmutual.com.