Review past updates we've made to online tools, processes and services for agents. You can also explore our recent enhancements to see updates from the last two years.
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.
As an agent, we want to help you easily share Texas Mutual resources with your clients. We’re excited to offer a co-branding feature that allows you to personalize our top three marketing sheets with your name, agency and contact information.
How to co-brand
Follow the steps below to add your personal information to one of our marketing sheets. Please note you’ll need Adobe Acrobat Reader to utilize the co-branding feature.
We know that you are often the face of Texas Mutual to our shared clients. We’re proud to partner with you to serve businesses across the state and equip you with resources that help you do business. If you have any questions or comments about the co-branding feature, please share with your territory manager or email marketing@texasmutual.com.
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.
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 safety@texasmutual.com 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.
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.
As part of our ongoing enhancements to our online tools, we have updated the policyholder and agent document center. The changes are primarily to modernize the look and feel, and improve navigation for users. As an agent, this update makes it easier to access your documents. We've reorganized the search page and made visual changes to help you quickly navigate to your clients' documents.
Visit our new agent getting started page, which is designed to help new agents get registered with Texas Mutual and find resources to help them be successful in doing business with us. You can find the page on the Just for Agent landing page by clicking How to get started with Texas Mutual.
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.
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.
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.