🍬 A Sweet Deal: Less Paperwork, More Convenience
We’re making paperwork disappear! Setting up automatic payments or requesting a 9-Pay Plan in Slate just got a whole lot easier.
Voided checks, bank screenshots, and bank letters are no longer required when submitting ACH forms. That means fewer documents to chase down and more time to focus on your policyholders!
Here’s the scoop:
- The Form Still Stays: A signed ACH form is still required for automatic payments and/or the 9-Pay Plan. Just skip the extra bank documentation.
- Double-Check Those Details: Because we’re removing the extra verification step, it’s important to make sure all banking information is accurate before submitting. Incorrect information could result in returned payments or payment plan changes.
SWEET TIP! 🍭
Don’t forget to check the box next to “Yes – please enroll me in EFT withdrawal using my checking account information” to avoid ACH form rejections. Take a few extra seconds to verify routing, account, or credit card numbers to help keep your policyholders’ payments running smoothly.
Less paperwork, fewer headaches, and a sweeter experience for everyone!
👻 Don't Let Claims Give You a Fright!
Storm season can bring plenty of surprises, but reporting a claim shouldn’t be one of them!
With Hurricane Isaias making its recent landfall along the Gulf Coast, our thoughts are with everyone—policyholders, agents, and staff—in the affected areas. As recovery efforts kick into gear, your policyholders are going to be looking to you for quick answers and immediate reassurance.
That’s why we’re reminding Agents to use our online First Notice of Loss (FNOL) agent webform to help get the claims process started quickly and efficiently.
Here’s why it’s a real treat:
- Submit in a Snap: Skip email delays and fax queues by submitting claim information directly through our online webform.
- Get the Details Right the First Time: The form helps you capture important information upfront, reducing unnecessary back-and-forth.
- Help Get Claims Moving: Digital submissions help our claims team begin reviewing losses and coordinating next steps.
PRO TIP! 🎃
Bookmark the FNOL webform on your team’s browsers now! When storm-related calls start coming in, you’ll have a direct way to submit claims right at your fingertips.
When the unexpected comes knocking, People’s Trust is here to help you and your policyholders navigate the claims process with confidence.
🎃 Boo-st Your Business with Flood Coverage
Want to turn storm season conversations into more coverage opportunities? We’ve got just the treat!
Heavy rainfall and storm surge are important reminders that standard homeowners insurance doesn’t cover flood damage. That makes now a great time to talk to your clients about protecting their homes from rising water.
With PTI’s proprietary flood rater, finding the right options is no spooky mystery!
Here’s where the magic happens:
- One Platform, Multiple Options: Compare People’s Trust NFIP flood coverage alongside multiple private flood carriers, all in one place.
- Quotes in Seconds: Generate accurate, competitive flood insurance quotes in moments, without juggling multiple carrier portals.
- Coverage That Fits: Help policyholders compare pricing, coverage limits, and protection options from federal and private carriers to find the right fit for their needs.
PRO TIP! 👻
When clients call following Isaias asking, “Am I covered for rising water?” don’t let the opportunity vanish! Use our flood rater to show them available options in seconds and help turn a coverage question into a new business opportunity.
Ready to scare up more flood business? Visit our flood insurance page or give us a call at 561-417-1111 to get started!
🍬 Working with PTI Is Always a Treat!
No tricks here! At People’s Trust Insurance, we’re always finding ways to make doing business with us easier, from streamlining everyday processes to providing tools that help you serve your clients and grow your book.
And remember: you’re never on your own! Our dedicated Agency Support Team is always here to answer questions, lend a hand, and help keep things running smoothly.
Here’s to a spook-tacular October filled with sweet opportunities and even sweeter success!
Warm regards,
The People’s Trust Insurance Agency Team





