10 ways we've made it easier for our agents to do business with us
February 22, 2018
At Texas Mutual, our business is largely driven by our agents and we are grateful for each of you who contribute to our success. It’s important to us to support you and make your job easier to help you serve our shared clients well. We’ve brought some important changes within the last year to help you do just that. Read our recap of the 10 ways we’ve made it easier for you to do business with us:
- Zero deposit plans - Our Zero Deposit billing option is available to your well-established Texas Mutual clients who have a favorable payment history and are in good standing. We recently updated the eligibility for this plan, making it available for those with estimated annual premium of $50,000 or more, rather than the previous $100,000 premium requirement. This change allows more of your eligible clients to easily renew their Texas Mutual policies without having to pay a portion of their premium in advance.
- Agent self-enrollment - As new personnel join your agency, they can use Texas Mutual's self-enrollment service, which makes it quicker than ever to get access. New users can visit texasmutual.com and click login to register.
- Fast Track renewals – Last year, Texas Mutual implemented a fast track renewal program to save you time when processing renewals for clients with premiums of less than $5,000. The process increases retention and reduces paperwork, all while providing the same great service and commission as regular renewals. Learn more.
- Improved Internet Quoting (IQ) system – Also in 2017, we made improvements to our IQ system to make it more user friendly. Watch our How To video to learn about the changes and get familiar with the process.
- Other states data download - This expanded online feature makes it easier for your clients with out-of-state business to view loss data in the same format in which they already receive Texas data. To view loss reports for your clients, click on Loss Run and Claim Detail under the Agents tab in your texasmutual.com account.
- Other states policy documents: You can now easily access your clients' other states policies, endorsements and final audits in the Documents section of your Texas Mutual Online account. There's also a link to help you print applicable posting notices. Log in to get started.
- Workers’ Comp Expert Minute video series - This resource is especially valuable for new agents or customer service reps in your office to help them quickly learn the ins and outs of workers' compensation. The series explains workers' compensation basics, safety groups, and classification groups. Watch the series here.
- Agent webinars - We host webinars to bring you discussions of timely topics that matter to you and your clients. One of our most recent presentations covered the difference between an independent contractor and an employee. You can find all of our past webinars here.
- Agent events – Many of our changes are behind the scenes to help increase efficiency and make your job easier, but we also host events throughout the year and all across the state so that we can meet with many of you and share resources in person. Visit our agent events page to find our upcoming events.
- Regulatory Roundup – Each week on the Texas Mutual blog we post a weekly compilation of industry news and safety tips, including recent studies and new resources to help you and your clients. Visit the Texas Mutual blog to view our weekly Regulatory Roundup.
Helping our agents better serve our shared clients is an always-evolving mission, but it’s one of great importance to us. We were proud to bring all of these changes to you within 12 months, and we are committed to bringing more improvements in the months to come. We are grateful for your business and for your clients who continue to choose Texas Mutual.
Filed under Texas Mutual updates