WEBSITE FEATURE: UNDERWRITING DOCUMENTS & GUIDELINES
Have you had a chance to browse the virtual library of Underwriting documents and guidelines? The Underwriting Guidelines page on our Agency Partners website includes all of PTI’s current rules and requirements for new and existing business.
For a quick reference guide of acceptable Underwriting criteria, check out the Underwriting Snapshot.
MY ACCOUNT FEATURE SPOTLIGHT: BENEFITS OF USING MY ACCOUNT
Here’s another way the My Account portal makes your work life simpler.
It gives you quick and easy access to the latest agency-specific documentation such as bi-weekly retention reports, commission statements, and agency production reports.
Need help getting access? We’ve got your back. Just email us here or give us a call at 561-235-7004.
Bookmark the My Account Portal link now for future access!
HOME INSPECTIONS UPDATE
You asked — and we listened. Thanks to your input, we’re simplifying the inspection process.
If a policyholder can supply a New Pre-Purchase Home Inspection that meets our UW criteria, they may be eligible for an insurance inspection waiver. With your help, we’ll keep making our binding process as easy as possible. Keep those great suggestions coming!
As a reminder, PTI requires a home inspection for all homes older than five years within 21 days of the policy inception. It’s critical that we get the correct policyholder contact information so a Home Inspection Services representative can reach them to schedule the inspection.
If the rep can’t contact the insured, it may result in cancellation. You’re welcome to assist the insured in scheduling the home inspection by calling Home Inspection Services directly at 800-808-6550.
If you have any questions, just contact Agency Support.
OPEN FOR NEW BUSINESS
Have you heard? PTI is open for both HO-3 and Basic Choice new business through a limited number of preferred agents. If you wish to be considered for writing new business outside of the tri-county* area, please use the “Request for Binding Authority” form on our website.
*Miami-Dade, Broward, and Palm Beach counties.
Fill Out the Form