COMMISSION STATEMENTS AT YOUR FINGERTIPS
Did you know that you can pull your agency’s commission statements on-demand from the My Account portal? All you have to do is log in and click on the FILES tab. From there, you can filter or sort your statements by date range.
If you need assistance or would like us to set up additional users for your agency, please contact Agency Support at 561-235-7004 or email@example.com.
GET MORE INFORMATION FROM THE NOTES SECTION IN PTS
|Track policy activity with the Notes & Suspenses section in PTS! The Notes & Suspenses section is where you can view the status of a policy. People’s Trust representatives also use the Notes section to document phone calls, policy changes, and special requirements. Please note, this section is not regularly monitored by People’s Trust, so it is not a place to request policy changes.
The Notes & Suspenses section is found under the activity tab in PTS. Watch the video below to review how to add and edit notes.
HOME INSPECTION SERVICES IS A SUCCESS WITH AGENTS
We have been thrilled to hear about our Agency Partners’ positive experiences with Home Inspection Services over the summer. The main feedback has been a delight over the quick turn-around time and the excellent customer experience.
We encourage you to visit the HIS Agent Center and create your account. With a HIS Agent Center account, you can coordinate, track, and organize your clients’ inspections and collaborate seamlessly–on your time, in one place.