E-Quote Registration FAQs
How do I register for E-Quote?
Follow the instructions in the TWIA Sign-Up Manual to register for E-Quote.
Return to Top
I can't log in.
Did you register (sign-up) your agency? If not, or if you're not sure, click here. If you did register, here are some common problems & solutions:
- Confirm your user name/password combination. Make sure you are using the TDI number that the agency was registered (with E-Quote) under, not your own personal TDI number (unless you registered individually, and would like to create quotes/apps under your own book of business). Make sure the password is correct. If more than one person is logging into E-Quote with the same user name, there can be problems when one person requests a new password or changes the password without telling others. Check with others in your office FIRST, before calling TWIA, to see if this is the case!
- Check your user name and TDI number. Do this by following the "New User" link on the login page. When you enter your TDI number at the second screen, the system should recognize that you've already registered, and will show you the TDI number, user name, and e-mail address that you gave us. If those don't appear, then you haven't registered for E-Quote: click here to learn how to register.
- Make sure someone else didn't change the password. If more than one person uses the same login info (NOT recommended), then any person could change the password deliberately or accidentally, by clicking "Send New Password." When more that one person keeps requesting a new password, it's difficult to tell which is the latest. Always make the Primary Contact the agent of record, and then create separate accounts for each user. It takes about 30 seconds per user.
- Click "Send New Password" at the login page to get a new password. If all else fails, request a new password by clicking the "Send New Password" button. Note that each time you click this button, a new password is generated.
If all these steps fail, then repeat step three above—request a new password-and wait an hour before logging in. In rare cases, the system will take longer to process changes to user names and passwords. In most cases, you should be able to log in after an hour.
Return to Top
I logged in, but can't see any menus or navigational links.
The system has not refreshed your user information properly. Wait a full 24 hours, and login again. That should solve the problem.
Return to Top
I forgot my username.
Follow the "New User" link on the login page. When you enter your TDI number at the second screen, the system should recognize that you've already registered, and will show you the TDI number, user name and e-mail address that you gave us. If those don't appear, then you haven't registered for E-Quote Click here to learn how to register.
Return to Top
I forgot my password.
Click the "Send New Password" button on the login screen and follow the instructions.
Return to Top
I'm not receiving the e-mailed passwords.
Click "Send New Password" at the E-Quote login page. If you still don't receive the password, here are some common causes and solutions for this problem:
- Your ISP, or network e-mail provider, is blocking TWIA e-mail. This is most likely the reason you are not receiving our e-mail. Companies that commonly block our e-mail, usually by IP address, include:
- State Farm
- Allstate
- Farmer's Insurance
- PDQ.net
- SBCGlobal
- Flex.net
- Hotmail
- Yahoo
NOTE: It does not matter if you have received e-mail from E-Quote in the past; these filters can be applied at any time, and TWIA has NO control over them. You must contact these companies to "unblock" e-mail from TWIA. If they ask, you may tell them that the e-mail will come from the following IP address and mail server:
IP address = 216.16.195.51 = mail.twia.org
Passwords come from quoteengine@twia.org
PDF applications come from twia@twia.org
- Your desktop e-mail account or program has "junk mail" filters, and deleted the e-mail. This happens because the e-mail from E-Quote is automated, it may look like spam. Check your junk mail, spam and deleted mail (trash) folders, to see if there is anything there from the above e-mail addresses.
- I tried all this, but none of it worked. What now?
Contact our Agent Registrar and ask them to change your e-mail address to one that you know works, and that you can access. All your new e-mails from E-Quote will then go to this new address, instead of the old one.
- Can't you just send me a password?
Unfortunately not. TWIA's E-Quote is designed to be a self-service system, so there is no mechanism for either your underwriter or the IT department to "manually override" the system and send you a password.
- But I need it now.
We're sorry that you're having trouble, but please note, if you are unable to use E-Quote, you may quote manually using the free downloadable Underwriting Guidelines manual and applications available on our Downloads page.
Return to Top
My password expired.
As it will every 60 days. We do this for security purposes to protect our agents. If you get locked out by an expired password, simply click the "Send New Password" button on the login page, and a new one will be sent the e-mail address you used to register. Please note that if your office shares a single login, only the Primary Contact person will get the new password in his or her e-mail. If you aren't receiving your passwords via email, click here for more possible answers.
Return to Top
Why doesn't E-Quote recognize my TDI info?
It could be one of several reasons:
- You may not have entered your information exactly as TDI has it listed on their website. Usually this matches the license, but not always (see #3 below).
- If you're a new agent, there is a lag time between TDI's processing and our updates from TDI.
- TDI's website info sometimes does not exactly match what's on the agent's license (i.e., "Bob Smith" vs. "Bob Smith, Jr.", etc.). Use the TDI website info rather than the printed license info.
- You may be using the wrong license. If you've got more than one license with TDI, double-check your listing information.
- Your license number may have changed. TDI changed license formats circa 2001, and many license numbers changed. Make sure you're not using the old number.
Return to Top
What is a 'Primary Contact'?
The Primary Contact is the first person in your agency to register. For E-Quote purposes, they become the "top dog" in your agency. We STRONGLY recommend that the Primary Contact be the named license holder for your agency. The Primary Contact can create other users, some of whom can be "Administrators". Admins can then create new users, delete users and modify other users' info (except that of the Primary Contact). Non-admin users can only modify their own information.
Return to Top
Our Primary Contact person left, and I can't log in. What now?
This is why you should only have the licensed agent of record be the Primary Contact. Contact our TWIA Agent Registrar and request a change of name and e-mail address for the Primary Contact. This contact should only be changed to the Agent of Record, who can then set up other admin users to handle the day-to-day administration if desired.
Return to Top
How do I change the Primary Contact info?
If you are logged in as the Primary Contact, you may change the first name, last name and password of the Primary Contact under the "User" menu. You must contact our Agent Registrar to change other Primary Contact info, such as address, agency name or username. ONLY THE PRIMARY CONTACT CAN REQUEST THIS CHANGE. IMPORTANT: This is why the Primary Contact should NEVER be anyone but the licensed agent of record for your agency! Even if that person doesn't use or administer the system day-to-day, he or she should have a copy of the information used to register their agency. See also Change Profile.
Return to Top
The screen says, "Your profile has changed."
This could be because we have changed your profile, either at the request of your agency, yourself or for security reasons (as when you request a new password). You should still be able to log in with the last username/password combination that you've been given. If not, contact your agency's TWIA Web administrator, or the TWIA Agent Registrar.
Return to Top
Can the whole agency share one user name and password?
Yes, but we DON'T recommend it. We highly recommend that the Primary Contact be the licensed agent of record for the agency, and that everyone be given his or her own user name (click here to learn how to do this). If not, people may change passwords or modify quotes/apps without other users' knowledge, leading to confusion. Worse, in some cases, the person who is listed as the Primary Contact leaves the agency, and then the account has to be closed and the agent must re-register.
Return to Top
How do I add new users?
Simple - just login as either the Primary Contact or a user with Admin rights. At the top right, you'll see a menu called "Admin." Select the "Create New User" option from this menu, and follow directions. The new user's password will be e-mailed to the e-mail address you enter for him or her.
Return to Top
The screen says, "Your account has been deactivated."
This could be because your TDI license number (or your agency's number) has been blocked by TWIA's agent registrar or because your particular account has been blocked by TWIA, your own agency's TWIA Web administrator or the Primary Contact. First check with the TWIA Web administrator at your agency. If that person can't help you, then contact TWIA's agency registrar.
Return to Top
What does "status ineligible/pending/eligible" mean?
This is your status for doing business with TWIA, determined by our Agent Registrar.
- Eligible - You can create quotes, apps and submit (print) apps.
- Pending - You can create quotes, apps and submit, but you will be asked for additional paper copies of certain information along with your first application, such as a copy of your Tax ID, TDI License, etc.
- Ineligible - You can create quotes but not applications.
To inquire about your status, contact our Agent Registrar.
Return to Top
I don't know which e-mail address TWIA is using for me.
From the E-Quote login page, click the "New User" link. You'll be taken to a separate page and asked to enter your TDI number. Be sure to use the one that you (or your Primary Contact) used to register for the E-Quote system (in other words, if you have more than one, make sure it's the one for your agency's E-Quote account). A new page should appear, displaying the Primary Contact info, including e-mail address. If you aren't receiving passwords or PDFs, it probably because they are going to this e-mail address. Check the other questions at top of this page to troubleshoot problems with receiving e-mail.
Return to Top
How do I change my information/profile?
Under the "User" menu, once you log in. Note that the "username" or "user ID" field cannot be modified. But your e-mail address, first and last name and admin rights can be modified. You can also change your password from the "User | Change Password" menu.
Return to Top
I changed my e-mail address and now I don't get E-Quote e-mails.
Have your agency's Primary Contact (usually the agent of record) contact our Agent Registrar and ask to change your e-mail address to one that you can access. ONLY THE PRIMARY CONTACT CAN REQUEST THIS CHANGE. All of your new e-mails from E-Quote will then go to this new address.
Return to Top