Agents - Texas Windstorm Insurance Association (2024)

Table of Contents
Announcements July 19 Policyholder Webinar: Recording and Resources Are Now Available TWIA Process Changes Additional Updates Policy Moratoriums: What You Need to Know WPI8 Certificate Lookup Training & Resources Instructions and Guidelines Manual TWIA Rating Rules Plan of Operation Minimum Policy Eligibility Criteria Flood Insurance Requirements Declination Requirements About Policy Moratoriums Before You Quote! TWIA Agent 101 Agent Premium Payments Entering Military Mailing Addresses in the Agent Portal Residential Replacement Cost Calculator Commercial Replacement Cost Calculator Printing A Quote in the TWIA Agent Portal Using the Billing Functions in the New Agent Portal Four New TWIA Endorsem*nts New Agent Portal Dashboard Policyholder Premium Payments in the Policyholder Portal Submitting New Residential Quote Making Payments in the New Agent Portal Uploading Documents to a Policy Uploading Documents to a Policy MSB in the New Agent Portal Working with MSB Quoting a Manufactured Home Submission Builders Risk Submissions Submitting New Commercial Quote Adding or Deleting a Mortgagee Adding or Deleting a Mortgagee Making a Change to a TWIA Policy Making a Change to a TWIA Policy Submitting a Policy Cancellation Request Submitting a Policy Cancellation Request Completing Activities Changing the Policyholder Email Address Adding an Additional Named Insured on a TWIA Policy Deleting an Additional Named Insured on a TWIA Policy Correcting the Primary Named Insured’s Name Adding or Deleting a Mortgagee on a Commercial Policy Accessing Claims Information in the TWIA Agent Portal Filing A Claim in the TWIA Agent Portal Renewals in the New Agent Portal Requalifying a Renewal in the Agent Portal Making Down Payments when Auto Pay Enabled - Renewals TWIA Commercial Renewals in the Agent Portal Introduction to the New Agent Portal Admin Activities Adding a New User Editing User Information Commission Statements & Book of Business Setting Up EFT Setting Up Direct Deposit Book of Business Report Book of Business Transfers Between Agency Locations Accessing TWIA Commission Statements Adding Agency Users in the TWIA Agent Portal Deactivating Agency Users in the TWIA Agent Portal Request for Merging TWIA Agent / Agency Book of Business Setting Up EFT Setting Up 2-Step Authentication Telephone-Initiated Entries (TEL) Guidelines Federal ESIGN Disclosure and Consent for ACH Authorization Notice Telephone-Initiated (TEL) ACH Debit Authorization Telephone-Initiated (TEL) Authorization Notice Prearranged Payment and Deposit (PPD) Guidelines Consumer Authorization for ACH Debit TWIA Requalification and Storm Season Training Webinar Slides: TWIA Requalification and Storm Season Training TWIA Agent Portal Updates Agent Training Webinar Slides: TWIA Agent Portal Updates Agent Training TWIA Renewals and Storm Season in the New Agent Portal Webinar Slides: Renewals in the New Agent Portal New Agent Portal Overview Webinar Slides: New Agent Portal Overview New Agent Portal Commercial Agent Webinar Commercial Webinar Slides: New Agent Portal Agency Administrators Webinar: New Agent Portal Agency Administrators Webinar Slides: New Agent Portal Agent Phase 2022-2023 Policyholder Phase Policyholder Period 2021-2022 Policyholder Portal Overview Registering in the TWIA Policyholder Portal Filing a Claim in the TWIA Policyholder Portal Making and Managing Payments in the TWIA Policyholder Portal Linking a Policy to an Account in the TWIA Policyholder Portal Locating Documents in the TWIA Policyholder Portal Updating Policyholder Information in the TWIA Policyholder Portal Creating an Invoice Address Standardization Residential Construction Types ISO Construction Types 2021 TWIA Agent Payment Options Recorded Webinar 2021 TWIA Agent Payment Options Recorded Webinar - Slides 2020 TWIA Payment Options Recorded Agent Webinar 2020 TWIA Payment Options Agent Webinar - Slides Only Policyholder Online Payment Website Demonstration Policyholder Premium Payments with a Third-Party Payment Service Builder's Risk Policies Payments Electronic Funds Transfer (EFT) eCheck Payment Processing Overview eCheck Payment Processing Guide Searching for Documents in Policy Center Searching in Policy Center Agent Reference Guide Entering a New Claim Reviewing a Claim Commercial: How to Use the Valuation Tool System Basics for Electronic Communications, Searching, and Administration Policy Center Account Structure Training Video Documents Training Video Activities, Emails, and Work Queue Preferences Training Video Getting Started - Policy Center System Requirements Getting Started - Using Microsoft Edge to Work with TWIA Policy Center Policy Conditions/Insurance to Value (ITV) Recorded Agent Webinar Policy Conditions/Insurance to Value (ITV) Agent Webinar - Slides Only Residential: Importing a Replacement Cost Valuation System Basics for Changes, Cancellations, and Renewals Commercial: For Administrators - User Management MSB Upgrade Benefits Agent Email Preferences Work Queue Preferences Adding or Deleting a Mortgagee Uploading Documents Submitting a TWIA Policy Cancellation Request Activities in Policy Center New Agents Sign up for the new agent newsletter

Agents -Texas Windstorm Insurance Association (1)

Welcome to our Agent Hub!

This is where agents can find the latest information about submitting applications to TWIA for wind and hail coverage for their clients. Here agents can get updates on the agent and policyholder portal, windstorm certificates, payment processes, recent bulletins, and other agent resources and training.

Get Windstorm Insurancemake a paymentreport a claim

Announcements

July 19 Policyholder Webinar: Recording and Resources Are Now Available

Read More

TWIA Process Changes Additional Updates

Read More

Policy Moratoriums: What You Need to Know

Read More

WPI8 Certificate Lookup

Certificate Lookup

Training & Resources

TWIA launched the New Agent Portal on April 18, 2022. It is available for all new applications immediately and renewals with an effective date on or after July 17, 2022. Please use the below training materials to learn how to work in this system.

Instructions and Guidelines Manual

Download PDF

TWIA Rating Rules

Download PDF

Plan of Operation

Go to page

Minimum Policy Eligibility Criteria

Go to page

Flood Insurance Requirements

Go to page

Declination Requirements

Go to page

About Policy Moratoriums

Go to page

Before You Quote! TWIA Agent 101

Play Video

Agent Premium Payments

Go to page

Entering Military Mailing Addresses in the Agent Portal

Download PDF

Residential Replacement Cost Calculator

Go to page

Commercial Replacement Cost Calculator

Go to page

Printing A Quote in the TWIA Agent Portal

Download PDF

Using the Billing Functions in the New Agent Portal

Download PDF

Four New TWIA Endorsem*nts

Go to page

New Agent Portal Dashboard

Play Video

Policyholder Premium Payments in the Policyholder Portal

Go to page

Submitting New Residential Quote

Download PDF

Making Payments in the New Agent Portal

Download PDF

Uploading Documents to a Policy

Play Video

Uploading Documents to a Policy

Download PDF

MSB in the New Agent Portal

Go to page

Working with MSB

Download PDF

Quoting a Manufactured Home Submission

Download PDF

Builders Risk Submissions

Download PDF

Submitting New Commercial Quote

Download PDF

Adding or Deleting a Mortgagee

Download PDF

Adding or Deleting a Mortgagee

Play Video

Making a Change to a TWIA Policy

Download PDF

Making a Change to a TWIA Policy

Play Video

Submitting a Policy Cancellation Request

Download PDF

Submitting a Policy Cancellation Request

Play Video

Completing Activities

Download PDF

Changing the Policyholder Email Address

Download PDF

Adding an Additional Named Insured on a TWIA Policy

Download PDF

Deleting an Additional Named Insured on a TWIA Policy

Download PDF

Correcting the Primary Named Insured’s Name

Download PDF

Adding or Deleting a Mortgagee on a Commercial Policy

Download PDF

Accessing Claims Information in the TWIA Agent Portal

Download PDF

Filing A Claim in the TWIA Agent Portal

Download PDF

Renewals in the New Agent Portal

Download PDF

Requalifying a Renewal in the Agent Portal

Download PDF

Making Down Payments when Auto Pay Enabled - Renewals

Download PDF

TWIA Commercial Renewals in the Agent Portal

Download PDF

Introduction to the New Agent Portal

Play Video

Admin Activities

Play Video

Adding a New User

Play Video

Editing User Information

Play Video

Commission Statements & Book of Business

Play Video

Setting Up EFT

Play Video

Setting Up Direct Deposit

Play Video

Book of Business Report

Download PDF

Book of Business Transfers Between Agency Locations

Download PDF

Accessing TWIA Commission Statements

Download PDF

Adding Agency Users in the TWIA Agent Portal

Download PDF

Deactivating Agency Users in the TWIA Agent Portal

Download PDF

Request for Merging TWIA Agent / Agency Book of Business

Download PDF

Setting Up EFT

Download PDF

Setting Up 2-Step Authentication

Download PDF

Telephone-Initiated Entries (TEL) Guidelines

Download PDF

Federal ESIGN Disclosure and Consent for ACH Authorization Notice

Download PDF

Telephone-Initiated (TEL) ACH Debit Authorization

Download PDF

Telephone-Initiated (TEL) Authorization Notice

Download PDF

Prearranged Payment and Deposit (PPD) Guidelines

Download PDF

Consumer Authorization for ACH Debit

Download PDF

TWIA Requalification and Storm Season Training

Play Video

Webinar Slides: TWIA Requalification and Storm Season Training

Download PDF

TWIA Agent Portal Updates Agent Training

Play Video

Webinar Slides: TWIA Agent Portal Updates Agent Training

Download PDF

TWIA Renewals and Storm Season in the New Agent Portal

Play Video

Webinar Slides: Renewals in the New Agent Portal

Download PDF

New Agent Portal Overview

Play Video

Webinar Slides: New Agent Portal Overview

Download PDF

New Agent Portal Commercial Agent Webinar

Play Video

Commercial Webinar Slides: New Agent Portal

Download PDF

Agency Administrators Webinar: New Agent Portal

Play Video

Agency Administrators Webinar Slides: New Agent Portal

Download PDF

Agent Phase 2022-2023

Download PDF

Policyholder Phase

Download PDF

Policyholder Period 2021-2022

Go to page

Policyholder Portal Overview

Play Video

Registering in the TWIA Policyholder Portal

Download PDF

Filing a Claim in the TWIA Policyholder Portal

Download PDF

Making and Managing Payments in the TWIA Policyholder Portal

Download PDF

Linking a Policy to an Account in the TWIA Policyholder Portal

Download PDF

Locating Documents in the TWIA Policyholder Portal

Download PDF

Updating Policyholder Information in the TWIA Policyholder Portal

Download PDF

Creating an Invoice

Download PDF

Address Standardization

Download PDF

Residential Construction Types

Download PDF

ISO Construction Types

Download PDF

2021 TWIA Agent Payment Options Recorded Webinar

Go to page

2021 TWIA Agent Payment Options Recorded Webinar - Slides

Download PDF

2020 TWIA Payment Options Recorded Agent Webinar

Play Video

2020 TWIA Payment Options Agent Webinar - Slides Only

Download PDF

Policyholder Online Payment Website Demonstration

Go to page

Policyholder Premium Payments with a Third-Party Payment Service

Go to page

Builder's Risk Policies

Download PDF

Payments

Download PDF

Electronic Funds Transfer (EFT)

Download PDF

eCheck Payment Processing Overview

Download PDF

eCheck Payment Processing Guide

Download PDF

Searching for Documents in Policy Center

Download PDF

Searching in Policy Center

Download PDF

Agent Reference Guide

Download PDF

Entering a New Claim

Download PDF

Reviewing a Claim

Download PDF

Commercial: How to Use the Valuation Tool

Download PDF

System Basics for Electronic Communications, Searching, and Administration

Go to page

Policy Center Account Structure Training Video

Go to page

Documents Training Video

Go to page

Activities, Emails, and Work Queue Preferences Training Video

Go to page

Getting Started - Policy Center System Requirements

Download PDF

Getting Started - Using Microsoft Edge to Work with TWIA Policy Center

Download PDF

Policy Conditions/Insurance to Value (ITV) Recorded Agent Webinar

Go to page

Policy Conditions/Insurance to Value (ITV) Agent Webinar - Slides Only

Download PDF

Residential: Importing a Replacement Cost Valuation

Download PDF

System Basics for Changes, Cancellations, and Renewals

Go to page

Commercial: For Administrators - User Management

Download PDF

MSB Upgrade Benefits

Download PDF

Agent Email Preferences

Download PDF

Work Queue Preferences

Download PDF

Adding or Deleting a Mortgagee

Download PDF

Uploading Documents

Download PDF

Submitting a TWIA Policy Cancellation Request

Download PDF

Activities in Policy Center

Download PDF

New Agents

Before you can submit applications to TWIA, you must register with us.

1

Look up your Texas Department of Insurance license number.

Visit TDI

2

Complete the Agency Registration for TWIA Agent Portal form. You will need additional registration forms (listed below) for this step.

Register with TWIA

3

You will receive an email with the next steps in the registration process.

4

Once registration is complete, TWIA Policy Services will contact you with login information to the Marshall & Swift/Boeckh (MSB) replacement cost calculator.

Download these forms to submit: W9, ACH, EFT Authorization Request Form.

Sign up for the new agent newsletter

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Agents - Texas Windstorm Insurance Association (2024)
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