GET MORE CALENDARS
One bright spot in 2021 was that even in a year full of uncertainty, there was still one thing we could count on — the PTI calendar. Our “Marine Life of Florida” has been a big hit and many of you have requested additional copies. They’re going fast, so if you’d like more, be sure to request them via the link below ASAP.
MY ACCOUNT FEATURE SPOTLIGHT: YOUR EXPRESS LANE TO PTI AGENCY
Life is too short for extra steps, especially at work. Speed up your agent log-in by bookmarking the “My Account” on the PTI Agency website. Save time and get right to all the tools, forms, and support material you use regularly.
SOMETIMES, TIME IS LITERALLY MONEY
Posting a policy renewal payment in PTS? Make sure you post it on the current Active term and NOT the pending Renewal! That way, the payment will roll over to the renewal term so it can activate properly on the effective date.
Just check out the Agency Training Guide (scroll down to page 43) to get more information on payments and payment plan options.
NEW ROOF PERMIT REQUIREMENT
ALERT: PTI’s recent limited reopening for new business brings a documentation change. A final roof permit is now required for Underwriting.
Other inspections, such as a roof cert or a 4-Point, will not be accepted to verify the age of the roofing system. You must now provide a final roof permit from a city or county building department to avoid coverage disruptions.
For the most current info, check out the Underwriting Snapshot on the PTI.agency website.