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
Webinar: New Agent Portal OverviewVideo LINK
Webinar Slides: New Agent Portal OverviewPDF LINK
Commercial Webinar: New Agent Portal
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 BusinessJob Aid LINK
Quoting a Manufactured Home SubmissionJob Aid LINK
Working with MSBJob Aid LINK
MSB in the New Agent PortalWebpage LINK
Uploading Documents to a PolicyJob Aid LINK
Uploading Documents to a PolicyVideo LINK
Making PaymentsJob Aid LINK
Agent Premium PaymentsWebpage LINK
Policyholder Premium Payments in the Policyholder PortalWebpage LINK
Using Print Screen to Print a QuoteJob Aid LINK
Printing Quotes in the New Agent PortalWebpage LINK
New Agent Portal DashboardVideo LINK
Four New TWIA EndorsementsWebpage LINK
TitleResource TypeLink
Adding or Deleting a MortgageeJob Aid LINK
Adding or Deleting a MortgageeVideo LINK
Making a Change to a TWIA PolicyJob Aid LINK
Making a Change to a TWIA PolicyVideo LINK
Submitting a Policy Cancellation RequestJob Aid LINK
Submitting a Policy Cancellation RequestVideo LINK
Completing ActivitiesJob Aid LINK
TitleResource TypeLink
Renewals in the New Agent PortalWebpage 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 OverviewVideo LINK
Making Payments in the TWIA Policyholder PortalJob Aid LINK
TitleResource TypeLink
Book of Business ReportJob Aid LINK
Book of Business Transfers Between Agency LocationsJob Aid LINK
Accessing TWIA Commission StatementsJob Aid LINK
Adding Agency Users in the TWIA Agent PortalJob 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 RenewalsCourse LINK
System Basics for Electronic Communications, Searching, and AdministrationCourse LINK

Training Videos

TitleResource TypeLink
Policy Center Account StructureVideo LINK
DocumentsVideo LINK
Activities, Emails, and Work Queue PreferencesVideo LINK

Getting Started - Job Aids

TitleResource TypeLink
Policy Center System RequirementsJob Aid LINK
Using Microsoft Edge to Work with TWIA Policy CenterJob Aid LINK

Replacement Cost Valuation - Webinar and Job Aids

TitleResource TypeLink
Policy Conditions/Insurance to Value (ITV) Recorded Agent WebinarVideo LINK
Policy Conditions/Insurance to Value (ITV) Agent Webinar - Slides OnlyPDF LINK
Residential: Importing a Replacement Cost ValuationJob Aid LINK
Commercial: How to Use the Valuation ToolJob Aid LINK
Commercial: For Administrators - User ManagementJob Aid LINK
MSB Upgrade BenefitsInfographic LINK

Administrative Preferences - Job Aids

TitleResource TypeLink
Agent Email PreferencesJob Aid LINK
Work Queue PreferencesJob Aid LINK

General Policy Processing - Job Aids

TitleResource TypeLink
Adding or Deleting a MortgageeJob Aid LINK
Uploading DocumentsJob Aid LINK
Submitting a TWIA Policy Cancellation RequestJob Aid LINK
Activities in Policy CenterJob Aid LINK
Builder's Risk PoliciesJob Aid LINK
Address StandardizationJob Aid LINK
Residential Construction TypesJob Aid LINK
ISO Construction TypesJob Aid LINK

Payments

TitleResource TypeLink
2021 TWIA Agent Payment Options Recorded WebinarVideo LINK
2021 TWIA Agent Payment Options Recorded Webinar - SlidesPDF LINK
2020 TWIA Payment Options Recorded Agent WebinarVideo LINK
2020 TWIA Payment Options Agent Webinar - Slides OnlyPDF LINK
Policyholder Online Payment Website DemonstrationVideo LINK
Policyholder Premium Payments with a Third-Party Payment ServiceWebpage LINK
Creating an InvoiceJob Aid LINK
PaymentsJob Aid LINK
Electronic Funds Transfer (EFT)Job Aid LINK
eCheck Payment Processing OverviewJob Aid LINK
eCheck Payment Processing GuideJob Aid LINK

Searching - Job Aids

TitleResource TypeLink
Searching for Documents in Policy CenterJob Aid LINK
Searching in Policy CenterJob Aid LINK

Claims Center

TitleResource TypeLink
Agent Reference GuideReference Guide LINK
Entering a New ClaimJob Aid LINK
Reviewing a ClaimJob 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 2022-2023Job Aid LINK
Policyholder PhaseJob Aid LINK
Policyholder Period 2021-2022Video Guide LINK