Agent Resources

To make changes to a policy, follow these steps:

1. Initiate an Endorsement:
• From the Policy Summary page, select ‘Endorsement’ from the right-hand dropdown menu, then click ‘Go.’
2. Select Endorsement Details:
• A pop-up box will appear where you can choose the endorsement type, effective date, and add notes.
3. Edit the Policy:
• The policy will open with editable fields, similar to creating a new quote.
4. Complete and Submit Changes:
• Once changes are made:
• For non-premium-bearing changes, select ‘Purchase.’
• For premium-bearing changes, select ‘Refer to Underwriting.’
5. Cancel an Unbound Endorsement:
• If you do not wish to bind the endorsement, select ‘Delete’ at the bottom of the Purchase Policy page.

For detailed step-by-step instructions, visit the Agent Help Center or access the instructions here:
Quoting a Policy Change Guide

Wind Mitigation Job Aide

The link will expire in 30 days from the day it was sent.

Use the insured property’s zip code. This code is included in the confirmation email the client receives.

This typically happens if a Location ID does not populate. Re-enter the property address and click ‘Recalculate.’

Check the TRUE Underwriting Guidelines to confirm if there are county restrictions for the property you are quoting.

Ensure your browser is allowing pop-ups for this website:
https://trueins.unqork.io
To enable pop-ups:

• Go to your browser settings.
• Look for a red X in your browser’s address bar and click it to allow pop-ups.

Only the First named member is required to sign the application not the co-applicant.

Yes, agents have the ability to begin the endorsement but it is subject to underwriting approval, the system will advise if you may bind the change or submit to UW.

Yes, applications can be printed for client signatures.

The ‘Upload Documents’ tab only works internally. Please email documents to [email protected].

Policy documents take approximately 90 minutes to populate after binding.

We accept Visa, Mastercard, or Checking and Savings account’s for single pay and automatic wallet set up.

Payment plan changes must be submitted through the appropriate payment portal or by contacting support for assistance.

In order to approve a request for sinkhole coverage, we require a current inspection report from an approved professional engineer (SDII Global). All of our policies include Catastrophic Ground Cover Collapse. 10k deductible is the only option for this coverage.

Screened enclosure covreage is an endorsment that has to be added if coverage against hurricane is desired. TRUE FL 603 – Hurricane Coverage for Attached Aluminum Screen Enclosures, Carports, and Sheds provides coverage for loss caused by hurricane to aluminum framing for screened enclosures and carports permanently attached to the dwelling. This endorsement does not provide coverage for screen material or costs associated with removing or replacing screens. This endorsement does not increase the limit of liability for Coverage A. The Limit of Liability for this coverage may be purchased in $5,000 increments from $10,000 to $75,000.

Dock coverage would fall under coverage B. Docks, seawalls and boat lifts are all subject to the standard exclusions on the policy – wear and tear, exposure, rising water, tidal action, etc.

Unfortuneately, at this time we do not have a member portal to support online servicing. However, we do have a help button option at trueins.com where members can submit questions directly or we can also assist via our contact center open Monday-Friday 8-9 p.m. EST

Enter the member’s last name or the policy/quote number and leave all other search fields blank. This reduces the filters and makes it easier to locate the policy/quote.

For members who want to stay with TRUE but move their business to another partner/agent, they will need to get a new quote and policy and cancel the existing one.

Unfortuneately, we do not accept properties titled to LLC’S or Corp’s at TRUE?