My Account Login
| Hello,
March may be winding down, but fresh opportunities are in full bloom! Here’s what’s in store this month:
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Whether you’re looking for ways to brush up on PTI processes, streamline underwriting communication, or stay on top of key policyholder details, we’ve got the tools to keep your agency growing strong this season.
Agency Training
Did you know we host live agency training sessions every Tuesday? Whether you’re new to PTI or just need a refresher, these 30-minute virtual sessions cover everything from system navigation to underwriting guidelines. Click here to sign up for a session. If you prefer another time or a class in Spanish, contact Agency Support to schedule a session that fits your needs.
Underwriting Contact Info
| Have an Underwriting question? We’ve got you covered! The best way to reach Agency Underwriting is by creating an Activity in Slate, which will immediately go into an Underwriting review queue. They can also be reached during business hours by phone at 561-609-1001. |
Pro Tip: 
Agency Dashboard
Your Slate Dashboard makes it easy to view and export reports for:
These on-demand reports help you and your policyholders stay informed, ensuring smooth renewals and policy management. Click here to review our quick reference guide. |
We’re wrapping up Q1 and looking ahead to more opportunities in Q2. As always, if you have any questions, our team is just a call or email away. Thank you for your continued partnership—your hard work helps us thrive together, and we’re excited for what’s to come. 
