Policy Center Searches & Changes in Wellington Financing Options

This Agent Bulletin covers two topics: Policy Center searches and Wellington Financing of manufactured homes.

 

Policy Center Searches

We created a new job aid that covers commonly used ways to search within Policy Center. The job aid also includes a picture of the recently-updated transaction search options.

 

Transaction search results now display:

·         Account number (new)

·         Policy number, if applicable (new)

·         Transaction number

·         Primary named insured

·         Status (new) – note that this is the transaction status, not the policy status

·         Proposed policy period (new)

·         Policy type (new)

·         Location address (new)

·         Agency (new)

 

 Screen Shot of Results

 

Remember, all agent training, job aids, agent continuing education (CE) credits, and helpful information is housed on our new training and learning platform, or Learning Management System (LMS). You must complete a one-time registration to use the new LMS.

 Access the new agent LMS via the link on the Agent Portal or via the Agent Training and Resources page on www.TWIA.org.

 

Wellington Financing of Manufactured Homes

Wellington Premium Finance Company is now funding manufactured home policies.

Effective immediately, TWIA can accept finance agreements from Wellington for manufactured homes.

If you have any questions concerning this change, please contact Agent Services at agentservices@twia.org or 1-800-788-8247.

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