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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

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TWIA Rating Rules

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Plan of Operation

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Minimum Policy Eligibility Criteria

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Flood Insurance Requirements

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Declination Requirements

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About Policy Moratoriums

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Agent Premium Payments

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Entering Military Mailing Addresses in the Agent Portal

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Residential Replacement Cost Calculator

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Commercial Replacement Cost Calculator

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Printing A Quote in the TWIA Agent Portal

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Using the Billing Functions in the New Agent Portal

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Four New TWIA Endorsements

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New Agent Portal Dashboard

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Policyholder Premium Payments in the Policyholder Portal

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Submitting New Residential Quote

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Making Payments in the New Agent Portal

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Uploading Documents to a Policy

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Uploading Documents to a Policy

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MSB in the New Agent Portal

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Working with MSB

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Quoting a Manufactured Home Submission

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Builders Risk Submissions

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Submitting New Commercial Quote

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Adding or Deleting a Mortgagee

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Adding or Deleting a Mortgagee

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Making a Change to a TWIA Policy

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Making a Change to a TWIA Policy

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Submitting a Policy Cancellation Request

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Submitting a Policy Cancellation Request

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Completing Activities

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Changing the Policyholder Email Address

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Adding an Additional Named Insured on a TWIA Policy

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Deleting an Additional Named Insured on a TWIA Policy

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Correcting the Primary Named Insured’s Name

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Adding or Deleting a Mortgagee on a Commercial Policy

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Renewals in the New Agent Portal

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Requalifying a Renewal in the Agent Portal

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Making Down Payments when Auto Pay Enabled - Renewals

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Introduction to the New Agent Portal

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Admin Activities

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Adding a New User

Play Video

Editing User Information

Play Video

Commission Statements & Book of Business

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Setting Up EFT

Play Video

Setting Up Direct Deposit

Play Video

Book of Business Report

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Book of Business Transfers Between Agency Locations

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Accessing TWIA Commission Statements

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Adding Agency Users in the TWIA Agent Portal

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Deactivating Agency Users in the TWIA Agent Portal

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Request for Merging TWIA Agent / Agency Book of Business

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Setting Up EFT

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Telephone-Initiated Entries (TEL) Guidelines

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Federal ESIGN Disclosure and Consent for ACH Authorization Notice

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Telephone-Initiated (TEL) ACH Debit Authorization

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Telephone-Initiated (TEL) Authorization Notice

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Prearranged Payment and Deposit (PPD) Guidelines

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Consumer Authorization for ACH Debit

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TWIA Requalification and Storm Season Training

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Webinar Slides: TWIA Requalification and Storm Season Training

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TWIA Agent Portal Updates Agent Training

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Webinar Slides: TWIA Agent Portal Updates Agent Training

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TWIA Renewals and Storm Season in the New Agent Portal

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Webinar Slides: Renewals in the New Agent Portal

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New Agent Portal Overview

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Webinar Slides: New Agent Portal Overview

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New Agent Portal Commercial Agent Webinar

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Commercial Webinar Slides: New Agent Portal

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Agency Administrators Webinar: New Agent Portal

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Agency Administrators Webinar Slides: New Agent Portal

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Agent Phase 2022-2023

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Policyholder Phase

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Policyholder Period 2021-2022

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Policyholder Portal Overview

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Registering in the TWIA Policyholder Portal

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Filing a Claim in the TWIA Policyholder Portal

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Making and Managing Payments in the TWIA Policyholder Portal

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Linking a Policy to an Account in the TWIA Policyholder Portal

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Locating Documents in the TWIA Policyholder Portal

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Updating Policyholder Information in the TWIA Policyholder Portal

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Creating an Invoice

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Address Standardization

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Residential Construction Types

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ISO Construction Types

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2021 TWIA Agent Payment Options Recorded Webinar

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2021 TWIA Agent Payment Options Recorded Webinar - Slides

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2020 TWIA Payment Options Recorded Agent Webinar

Play Video

2020 TWIA Payment Options Agent Webinar - Slides Only

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Policyholder Online Payment Website Demonstration

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Policyholder Premium Payments with a Third-Party Payment Service

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Builder's Risk Policies

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Payments

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Electronic Funds Transfer (EFT)

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eCheck Payment Processing Overview

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eCheck Payment Processing Guide

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Searching for Documents in Policy Center

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Searching in Policy Center

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Agent Reference Guide

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Entering a New Claim

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Reviewing a Claim

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Commercial: How to Use the Valuation Tool

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System Basics for Electronic Communications, Searching, and Administration

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Policy Center Account Structure Training Video

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Documents Training Video

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Activities, Emails, and Work Queue Preferences Training Video

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Getting Started - Policy Center System Requirements

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

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

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

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Residential: Importing a Replacement Cost Valuation

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System Basics for Changes, Cancellations, and Renewals

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Commercial: For Administrators - User Management

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MSB Upgrade Benefits

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Agent Email Preferences

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Work Queue Preferences

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Adding or Deleting a Mortgagee

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Uploading Documents

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Submitting a TWIA Policy Cancellation Request

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Activities in Policy Center

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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.

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