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Q1 Commission Incentive 💰

Time is ticking! There’s just over a month left to take advantage of our Q1 Commission Incentive and earn 15% commission* on all new business policies with a bound and effective date from January 1 – March 31, 2025.

How to Qualify:

  • Quote an average of 25 unique quotes per month (or 75 total by March 31, 2025) per agency code
  • All quotes must be completed in Slate to count. If you’re using QuoteRush or EZLynx, please note that your quotes will be automatically created in Slate. If you need help, please review the guides below:
  • Exclusions: Conversions (HO3 to BC or vice versa), reissues, rewrites, and transfers do not qualify
*Additional commissions will be paid in April 2025 on active policies.

Checking Required Docs 📂

When you bind a policy, you can easily find out what documents Underwriting will need. Simply navigate to the policy’s “Notes” tab and look for the note titled “Required Documents.”

This note will outline everything Underwriting checks for during the new business review process, so you can ensure everything is in order without the guesswork.

January Event Recap – Cookies & Quotes Galore! 🎉

January was full of fantastic agency events! 🍪 We kicked off 2025 with our first Lunch & Learn in Orlando and attended several agency partner kickoff events throughout Florida.

A huge thank you to all the agents who joined us to learn more about how to Thrive with PTI in ’25! Whether you stopped by a booth, grabbed a “cookie for your quotes,” or just took time to chat with our team, we truly appreciate you.