Help
Do you have a carrier that will insure my client?
Log in, go to the "New Quote" Tab, put in your client’s zip code then type of business and the system will immediately tell you what coverage is available for your client.
What information do I need before I start an application?
Please make sure that you have the correct name/spelling of the client, location address(es), limits needed, Federal ID numbers, correct building age, building construction type, sprinkler information, VIN numbers, and Drivers License numbers.
Please note: sole proprietorships need to be input as the Individual’s Name dba Business Name; partnerships need to be input with the Individuals’ Names dba Business Name; corporations are input with the Business Name.
How do I get a quote/start a new application?
Log in, go to the "New Quote" tab, enter your client’s zip code, select the appropriate business type, and you will see the types of insurance available for your client. Select the insurance your client needs, and complete the application. We will send you an e-mail letting you know your quote is ready.
What should I do if I cannot find the class of business and/or the line of business I need?
If you do not see your client’s business type or the line of business you need contact us at service@trytoninsurance.com or call 866-441-1061 or submit an Acord application.
Why did I get a message in the middle of the application that says "Based upon the information provided, we are unable to offer a quote through our online rating program at this time."?
If you started an application and received this message when you hit the "Continue" button, it means your client did not meet the on-line underwriting guidelines of our carriers. We may be able to consider the insured off-line through our carriers, please contact us at service@trytoninsurance.com or call 866-441-1061 to discuss or submit an Acord application.
How do I request an endorsement/make a change to an existing policy?
Log in, click on your client’s name, and you will see a list of policies for your client. When you locate the number of the policy requiring the change, look to the right and click on the "Endorse" button. Complete the information as requested. Typically, carriers take around 30 days to process an endorsement. We will e-mail you the endorsement when we receive it from the carrier.
If you do not see your insured’s name in the list, then we may have bound the account outside of our on-line rating system. For business that is not processed from our on-line system, please forward a request to bind to service@trytoninsurance.com or fax to us at 877-222-0362.
How do I add an additional line of insurance for an existing client (e.g., add Auto when a BOP exists)?
Log in, click on your client’s name, and click the “More Quotes - This Client” button. A box will pop up asking if you would like additional products for your client, click 'OK.' Select the type of insurance you would like to add and complete the application. We will send you an e-mail when your quote is ready.
How do I request a certificate of insurance?
Log in, click on your client’s name, and you will see a list of policies for your client. When you locate the number of the policy requiring the certificate, look to the right and click on the "Cert" button. Complete the information as requested. We will e-mail you the certificate within one (1) business day.
For certificate requests of policies that have been issued outside our on-line rating system, please forward an endorsement request to us at service@trytoninsurance.com or fax to us at 877-222-0362.
How do I request a cancellation?
Log in, click on "Request a Cancellation" (located in the Insurance Toolbox on the left-hand side of your screen). Complete the form and fax it to us at 877-222-0362 or email to service@trytoninsurance.com.
How do I BOR (broker of record) a policy through you?
Log in, click on "Request a BOR" (located in the Insurance Toolbox on the left-hand side of your screen). The parameters and instructions of doing a BOR will be explained.
What do I do if I don’t see my client listed on "My Clients’ Insurance' tab?
If you do not see your client listed on your "My Clients’ Insurance" tab, you may have accidentally archived the client. At the top of the screen click on "Show Archive", and you will see your client listed in the archived files. To unarchive a client uncheck the box all the way to the right of your client’s name by clicking on the checkmark. The system will ask you if you would like to unarchive this business, click "OK". You will need to click on "Hide Archive" at the top of the screen to get back to your list of clients.
How quickly will I get a quote after I complete an application?
Our goal is to turn quotes around in 1-2 business days. When the quote is posted, the system will automatically send you an e-mail notifying you to log on and view your quote.
How do I check on the status of my quote?
Log in, across from your clients name you will see the symbols/legend of what stage your application is in. If you did not receive an e-mail letting you know your quote was ready, that means we are still working on obtaining one from our carriers. Also, please make sure our e-mail extension/domain "@trytoninsurance.com" is added to your list of contacts so you are sure to receive our e-mails regarding quotes or requests for information.
How many quotes will I receive for each application?
You will receive up to three (3) proposals for each application. Each proposal may include several quotes on different coverages.
I received a quote, but I need to make a change before I purchase the policy. How do I change an application after it has been submitted? Do I need to submit a new one?
No, you do not need to submit a new application. Just call Customer Service at 866-441-1061 to speak to one of our representatives.
How does my client pay the policy premium/down payment? Should I collect the money?
Yes, please collect from the insured the appropriate amount of money for the down payment. The check should be made payable to the insurance carrier and should include the policy number. The check can be sent to the carrier directly. See the billing tab for payment mailing addresses for our carriers.
You may register your client for EFT (electronic funds transfer). Forms are located in the Insurance Toolbox (located on the left-hand side of the screen after you log in).
Where should my client mail the payment(s)?
Log in, click on the "Billing" tab, all the carriers’ payment addresses are on this page.
What if there is a billing problem or question? How will I know if my client paid on time or failed to pay?
Contact the carrier’s billing center. The phone numbers are located under the "Billing" tab after you log in. If your client does not pay within the allotted time, your client and Tryton will receive a notice of cancellation from the carrier; this will be sent to you immediately upon our receipt.
What do I do if there is a claim?
If there is a claim, your client should contact the carrier directly. The claim reporting number is located on their policy. The claim contact numbers are on our website under the "Claims" tab.
How soon will I receive my commission?
Tryton Insurance issues commission checks to our agency partners the third week of the month for all commissions received during the month from our carriers. The carrier bills the client, the insured pays the carrier, the carrier issues commission to Tryton, and we issue commission to our agency partners.
THE WEB SITE
I forgot my password. How can I get it?
Click here and a box will pop up and ask you for your e-mail address/username. The system will immediately e-mail you your password.
How do I change my e-mail address?
The agency administrator (usually the agency owner) needs to log in, click on the "Admin Tools" tab, and click on "Add/Edit/Delete Employees". Select your name from the dropdown box and edit the e-mail address.
I moved. How do I update my address and phone numbers?
The agency administrator (usually the agency owner) needs to log in, click on the "Admin Tools" tab, and click on "Update Agency Profile". Agency information can be edited here.
I changed the name of my agency. How do I update it with Tryton?
Please e-mail us at service@trytoninsurance.com indicating your old agency name and what it is being changed to. She will e-mail you a business practices letter for your signature. Once you have signed the letter, fax it to her at 877-222-0362, along with a copy of your license(s) and your E&O displaying your new agency name.
What type of web browser works best when using Tryton?
Our Web site works best with Netscape or Internet Explorer browsers, version 4.0 or higher. For best viewing results, JavaScript also should be enabled. Please contact Netscape or Internet Explorer for more information on how to set your web browser preferences.