TWIA Agent Training Center

New Agent Portal - Launched April 18, 2022

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.

TitleResource TypeLink
TWIA Agent Portal Updates Agent Training Video LINK
Webinar Slides: TWIA Agent Portal Updates Agent Training PDF LINK
TWIA Renewals and Storm Season in the New Agent Portal Video LINK
Webinar Slides: Renewals in the New Agent Portal PDF LINK
Webinar: New Agent Portal Overview Video LINK
Webinar Slides: New Agent Portal Overview PDF LINK
New Agent Portal Commercial Agent Webinar
Builds on content in the Overview webinar.
Video LINK
Commercial Webinar Slides: New Agent Portal
Builds on content in the Overview webinar.
PDF LINK
Agency Administrators Webinar: New Agent Portal
Builds on content in the Overview webinar.
Video LINK
Agency Administrators Webinar Slides: New Agent Portal
Builds on content in the Overview webinar.
PDF LINK
TitleResource TypeLink
Submitting New Residential Business Job Aid LINK
Submitting New Commercial Business Job Aid LINK
Builders Risk Submissions Job Aid LINK
Quoting a Manufactured Home Submission Job Aid LINK
Working with MSB Job Aid LINK
MSB in the New Agent Portal Webpage LINK
Uploading Documents to a Policy Job Aid LINK
Uploading Documents to a Policy Video LINK
Making Payments in the New Agent Portal Job Aid LINK
Agent Premium Payments Webpage LINK
Policyholder Premium Payments in the Policyholder Portal Webpage LINK
New Agent Portal Dashboard Video LINK
Four New TWIA Endorsements Webpage LINK
Using the Billing Functions in the New Agent Portal Job Aid LINK
Printing A Quote in the TWIA Agent Portal Job Aid LINK
TitleResource TypeLink
Adding or Deleting a Mortgagee Job Aid LINK
Adding or Deleting a Mortgagee Video LINK
Making a Change to a TWIA Policy Job Aid LINK
Making a Change to a TWIA Policy Video LINK
Submitting a Policy Cancellation Request Job Aid LINK
Submitting a Policy Cancellation Request Video LINK
Completing Activities Job Aid LINK
Changing the Policyholder Email Address Job Aid LINK
Adding an Additional Named Insured on a TWIA Policy Job Aid LINK
TitleResource TypeLink
Renewals in the New Agent Portal Job Aid LINK
The Policyholder Portal is only available for TWIA policyholders whose policies were written/renewed in the New Agent Portal. Please use the below training materials to help your clients use this system.

TitleResource TypeLink
Policyholder Portal Overview Video LINK
Registering in the TWIA Policyholder Portal Job Aid LINK
Filing a Claim in the TWIA Policyholder Portal Job Aid LINK
Making and Managing Payments in the TWIA Policyholder Portal Job Aid LINK
Linking a Policy to an Account in the TWIA Policyholder Portal Job Aid LINK
Locating Documents in the TWIA Policyholder Portal Job Aid LINK
Updating Policyholder Information in the TWIA Policyholder Portal Job Aid LINK
TitleResource TypeLink
Inroduction to the New Agent Portal Video Guide LINK
Admin Activities Video Guide LINK
Adding a New User Video Guide LINK
Editing User Information Video Guide LINK
Commission Statements & Book of Business Video Guide LINK
Setting Up EFT Video Guide LINK
Setting Up Direct Deposit Video Guide LINK
Book of Business Report Job Aid LINK
Book of Business Transfers Between Agency Locations Job Aid LINK
Accessing TWIA Commission Statements Job Aid LINK
Adding Agency Users in the TWIA Agent Portal Job Aid LINK
Deactivating Agency Users in the TWIA Agent Portal Job Aid LINK

 

Old Agent Portal

The Old Agent Portal is available for policies issued or quoted and submitted before April 18, 2022 and renewals effective before July 17, 2022. Please use the below training materials to learn how to work in this system.

Policy Center

Computer-Based Training Modules

TitleResource TypeLink
System Basics for Changes, Cancellations, and Renewals Course LINK
System Basics for Electronic Communications, Searching, and Administration Course LINK

Training Videos

TitleResource TypeLink
Policy Center Account Structure Video LINK
Documents Video LINK
Activities, Emails, and Work Queue Preferences Video LINK

Getting Started - Job Aids

TitleResource TypeLink
Policy Center System Requirements Job Aid LINK
Using Microsoft Edge to Work with TWIA Policy Center Job Aid LINK

Replacement Cost Valuation - Webinar and Job Aids

TitleResource TypeLink
Policy Conditions/Insurance to Value (ITV) Recorded Agent Webinar Video LINK
Policy Conditions/Insurance to Value (ITV) Agent Webinar - Slides Only PDF LINK
Residential: Importing a Replacement Cost Valuation Job Aid LINK
Commercial: How to Use the Valuation Tool Job Aid LINK
Commercial: For Administrators - User Management Job Aid LINK
MSB Upgrade Benefits Infographic LINK

Administrative Preferences - Job Aids

TitleResource TypeLink
Agent Email Preferences Job Aid LINK
Work Queue Preferences Job Aid LINK

General Policy Processing - Job Aids

TitleResource TypeLink
Adding or Deleting a Mortgagee Job Aid LINK
Uploading Documents Job Aid LINK
Submitting a TWIA Policy Cancellation Request Job Aid LINK
Activities in Policy Center Job Aid LINK
Builder's Risk Policies Job Aid LINK
Address Standardization Job Aid LINK
Residential Construction Types Job Aid LINK
ISO Construction Types Job Aid LINK

Payments

TitleResource TypeLink
2021 TWIA Agent Payment Options Recorded Webinar Video LINK
2021 TWIA Agent Payment Options Recorded Webinar - Slides PDF LINK
2020 TWIA Payment Options Recorded Agent Webinar Video LINK
2020 TWIA Payment Options Agent Webinar - Slides Only PDF LINK
Policyholder Online Payment Website Demonstration Video LINK
Policyholder Premium Payments with a Third-Party Payment Service Webpage LINK
Creating an Invoice Job Aid LINK
Payments Job Aid LINK
Electronic Funds Transfer (EFT) Job Aid LINK
eCheck Payment Processing Overview Job Aid LINK
eCheck Payment Processing Guide Job Aid LINK

Searching - Job Aids

TitleResource TypeLink
Searching for Documents in Policy Center Job Aid LINK
Searching in Policy Center Job Aid LINK

Claims Center

TitleResource TypeLink
Agent Reference Guide Reference Guide LINK
Entering a New Claim Job Aid LINK
Reviewing a Claim Job Aid LINK

 

Depopulation

In 2015, the 84th Texas Legislature, Regular Session passed Senate Bill (SB) 900 which authorized the creation of two new depopulation programs: a Voluntary Market Depopulation Program and an Assumption Reinsurance Depopulation Program. Designed to provide TWIA policyholders with alternative options for wind and hail insurance in the private market, both programs are completely voluntary. Learn more at twia.org/depopulation.

TitleResource TypeLink
Agent Phase 2022-2023 Job Aid LINK
Policyholder Phase Job Aid LINK
Policyholder Period 2021-2022 Video Guide LINK