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TMA Client Portal

Welcome to the TMA Client Portal area. In this section, current clients may request changes to their existing policies, order Certificates and other times as they are added. Should you run into any problems, please contact us at once.

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TMA Portal Forms



Add Building Coverage/Location To an existing policy

11142 N Highland Blvd
Highland, UT 84003

801-216-4545

LINKS

Testimonials

Trusted Advisors

TMA Certificate Request Form

The easiest way to order a Certfiicate is to email your request, with documents to cert@millwardagency.com. However, should you have any questions, feel free to ask them here and we will promptly answer them for you.

Full Name of Business *

Name of Contact *

Email Address *

Phone Number *

Special instructions or Comments enter here:

Upload file(s)

Drag and Drop (or) Choose Files

Review Your Information

Full Name of Business: {text-1}

Name of Contact: {name-1}

Email Address: {email-1}

Phone Number: {phone-1}

Special Instructions or Comments: {textarea-1}

Uploaded Files: {upload-1}

Basic Information

Cert Requests will be sent to the Cert Holder and Insured within 24 hours upon receipt.

Any questions, feel free to contact us at 801-216-4545.

Thank you,

The Millward Agency

Changes to Existing Policies

You may endorse general items on existing policies using this form. If you decide to call in your endorsed changes, we will respectfully ask that you email the same request with your name on it to verify it is correct. We never change any policy or coverage unless the named insured requests it. Therefore, we are careful to verify each request before processing.

If you have different endorsement changes with different carriers, we will need 1 form for each carrier.

Basic Information

Full Named Insured *

Contact Person *

Email Address *

Phone Number *

Name of Ins Carrier *

Policy Number of Carrier *

Please explain the changes you are making with the above Carrier below: *

If you have written descriptions of what you want changed, please upload them here:

Drag and Drop (or) Choose Files

Review Your Information

Full Named Insured: {text-1}

Contact Person: {name-1}

Phone Number: {phone-1}

Email Address: {email-1}

Name of Ins Carrier: {text-2}

Policy Number of Carrier: {text-3}

Explanation of Changes: {textarea-1}

Uploaded file(s): {upload-1}

Add or Delete Drivers & Vehicles

Please complete the Basic Info first; the endorsement cannot be processed without this. Then you may go directly to Drivers or Vehicles, and complete that info. You do not have to go in any particular order. Upload your docs, make any short comments you would like. Then, reveiw what you have inputed and send. You will receive a copy along with TMA.

If you need to add or delete more than one driver or vehicle, please download this spreadsheet template and follow the instructions. You may upload on this page multiple Bank and/or Vehicle Docs. Multiple Driver Licenses/NVR Reports outlined on Excel Sheet if so desired. Once you have completed the required information, email the spreadsheet to er@millwardagency.com

Basic Information

Full Named Insured

Contact Person

Email Address

Phone Number

Name of Auto Ins Carrier

Policy Number of Auto Carrier

Add or Delete Drivers

Effective Date of Change

Add or Delete?AddDelete

Full Named Driver

Drivers License #

State

Birth Date

Drivers License & MVR

Drag and Drop (or) Choose Files

Make any comments you wish here:

Add or Delete Vehicles

Please complete the below information, including the Bank section if you have a vehicle Loan. Upload all pertinent Bank/Loan & Vehicle information and add any short comments below. We cannot backdate coverage to add a vehicle. Any questions please call 801-216-4545.

Effective Date of Change

Add or Delete?AddDelete

Year

Make & Model

VIN #

Cost New

If Truck-GVW

Driving Radius

Bank Loan Information

Bank Loan?YesNo

Full Bank Name

Bank Contact Name

Contact Email

Contact Phone

Bank Mailing Address

City

State

Zip

Loan #

Additional Comments

Upload file(s)

Drag and Drop (or) Choose Files

Review Your Information

BASIC INFORMATION

Full Named Insured: {text-1}

Contact Person: {name-1}

Email Address: {email-1}

Phone Number: {phone-1}

Name of Auto Ins Carrier: {text-2}

Policy Number of Auto Carrier: {text-3}

ADD OR DELETE DRIVERS

Effective Date of Change: {text-4}

Add or Delete? {radio-1}

Full Named Driver: {text-5}

Drivers License #: {text-6}

State: {text-7}

Birth Date: {text-8}

Uploaded File(s): {upload-1}

Additional Comments: {textarea-1}

ADD OR DELETE VEHICLES

Effective Date of Change: {text-13}

Add or Delete? {radio-2}

Year: {text-9}

Make & Model: {text-10}

VIN #: {text-11}

Cost New: {text-12}

If Truck-GVW: {text-14}

Driving Radius: {text-15}

Bank Loan: {radio-3}

Loss Payee Name: {text-16}

Loss Payee Mailing Address: {text-19}

City: {text-20}

State: {text-21}

Zip: {text-22}

Loan #: {text-18}

Additional Comments: {textarea-2}

Uploaded Files: {upload-3}

BASIC INFORMATION

Full Named Insured: {text-1}

Contact Person: {name-1}

Email Address: {email-1}

Phone Number: {phone-1}

Name of Auto Ins Carrier: {text-2}

Policy Number of Auto Carrier: {text-3}

ADD OR DELETE DRIVERS

Effective Date of Change (Driver): {text-4}

Add or Delete? (Driver): {radio-1}

Full Named Driver: {text-5}

Drivers License #: {text-6}

State (Driver's License): {text-7}

Birth Date: {text-8}

Drivers License & MVR: {upload-1}

Make any comments you wish here (Driver): {textarea-1}

ADD OR DELETE VEHICLES

Effective Date of Change (Vehicle): {text-13}

Add or Delete? (Vehicle): {radio-2}

Year: {text-9}

Make & Model: {text-10}

VIN #: {text-11}

Cost New: {text-12}

If Truck-GVW: {text-14}

Driving Radius: {text-15}

Bank Loan Information

Bank Loan?: {radio-3}

Full Bank Name: {text-16}

Bank Contact Name: {text-19}

Contact Email: {text-24}

Contact Phone: {text-25}

Bank Mailing Address: {text-23}

City (Bank): {text-20}

State (Bank): {text-21}

Zip (Bank): {text-22}

Loan #: {text-18}

Additional Comments: {textarea-2}

Upload file(s): {upload-3}

Insuring a New Commercial Building

It’s important to insure the entity that owns the structure, such as a LLC, Corp or Partnership. Please input the complete name under the Named Insured.

This form is for quotation purposes only. Coverage cannot be bound until the quote proposal is reviewed by the client, signed off and a deposit received. No deposit is needed after acceptance if Building is being added to an existing policy.

If you need to insure more than one building, please download this spreadsheet template and follow the instructions. Once you have completed the required information, email the spreadsheet to processing@millwardagency.com

Basic Information

Contact Person

Email Address

Phone Number

Named Insured-Entity that owns the Building

Do you want to add this to an Existing Policy?YesNo

Which One? Name of Carrier

Policy Number

Do you want a new, seperate Policy?YesNo

Is there one Building or several?OneSeveral

Mailing Address for Billing Purposes

City

State

Zip

Is the Building Location Address the Same as the Mailing Address?YesNo

Effective Date of Policy

Building Location Address

City

State

Zip

Underwriting

Current Building Coverage Limit

Rental Income per month

Year Constructed

Building Construction

FrameConcrete Tilt-UpBrickMasonrySteelFire Resistant

Type of Roof

AgeCompositionConcrete TilesFlatWood ShinglesSteel

Total Building Square Footage

Square Footage % of each Multi-Occupant

Parking Area Square Footage

If Apartments-Number of Units in Each Bldg

Number of Stories

Sprinklers in Building?YesNo

Do you have a current Sprinkler Drain Test Certificate?YesNo

Elevator in Building?YesNo

Fire Alarm(s)?YesNo

Was your building constructed over 30 years ago? *YesNo

Have the following items been updated or replaced? (select all that apply)

ElectricalRoofWooden BanistersPlumbing

Mortgagee/Escrow Information

Full Bank Name

Contact Name

Phone

Email Address

Bank Mailing Address

City

State

Zip

Loan or Escrow Number

Comment Box

Upload file(s)

Drag and Drop (or) Choose Files

Contact Person: {name-1}

Email Address: {email-1}

Phone Number: {phone-1}

Named Insured-Entity that owns the Building: {text-1}

Do you want to add this to an Existing Policy?: {radio-2}

Which One? Name of Carrier: {text-2}

Policy Number: {text-3}

Do you want a new, separate Policy?: {radio-6}

Is there one Building or several?: {radio-1}

Mailing Address for Billing Purposes: {text-15}

City: {text-16}

State: {text-17}

Zip: {text-18}

Is the Building Location Address the Same as the Mailing Address?: {radio-12}

Building Location Address: {text-19}

City: {text-20}

State: {text-21}

Zip: {text-22}

Effective Date of Policy: {text-23}

Underwriting

Current Building Coverage Limit: {text-4}

Rental Income per month: {text-5}

Year Constructed: {text-6}

Building Construction: {checkbox-1}

Total Building Square Footage: {text-12}

If Multi-Occupancy, please give %: {text-8}

Parking Area Sqft.: {text-24}

Occupancy of Building: If Apartments-Number of Rental Units: {text-7}

Number of Stories: {text-11}

Sprinklers in Building?: {radio-7}

Do you have a current Sprinkler Drain Test Certificate?: {radio-8}

Elevator in Building?: {radio-9}

Fire Alarm(s)?: {radio-10}

Was your building constructed over 30 years ago?: {radio-11}

Have the following items been updated or replaced? (select all that apply): {checkbox-2}

Mortgagee/Escrow Information

Full Bank Name: {text-25}

Contact Name: {text-26}

Phone: {phone-2}

Email Address: {email-2}

Bank Mailing Address: {text-27}

City: {text-28}

State: {text-29}

Zip: {text-30}

Loan or Escrow Number: {text-10}

Comment Box: {textarea-1}

Upload file(s): {upload-1}

When your order has been processed, a verifying email will be sent to the client with questions or processed date. Friday afternoon submissions will be processed the following Monday.

Any questions, call TMA at 801-216-4545

Delete Existing Locations

Please complete the questions below to delete locations on an existing policy with TMA. If not sure of the answer, tell us that. We will contact you to complete the information so the endorsement can be issued correctly.

TMA cannot backdate coverage. Please send your request a few days prior to change date. Items sent on Friday afternoon after 2:00 PM will be processed the following Monday.

If you need to delete more than one location, please download this spreadsheet template and follow the instructions. Once you have completed the required information, email the spreadsheet to er@millwardagency.com

Basic Information-Required

Named Insured

Requested by

Email Address

Phone Number

Ins Carrier Info

Name of Current Ins Carrier

Policy Number

Delete Buildings and/or Locations

Deleting Building or Contents?BuildingContents

Street Address

City

State

ZIP

Effective Date of Deletion

Additional Comments

Upload file(s)

Drag and Drop (or) Choose Files

IMPORTANT! Please review your information for accuracy before submitting.

Basic Information

Named Insured: {text-1}

Requested by: {text-2}

Email Address: {email-1}

Phone Number: {phone-1}

Ins Carrier Info

Name of Current Ins Carrier: {text-3}

Policy Number: {text-4}

Delete Buildings and/or Locations

Deleting Building or Contents?: {radio-1}

Address: {address-1}

Effective Date of Deletion: {text-5}

Add Contents/Location
to an Existing Policy

Please complete the questions below to add Contents/Location to an existing policy with TMA. If not sure of the answer, tell us that. We will contact you to complete the information so the endorsement can be issued correctly.

TMA cannot backdate coverage. Please send your request a few days prior to change date. Items sent on Friday afternoon after 2:00 PM will be processed the following Monday.

If you need to add multiple contents/locations, please download this spreadsheet template and follow the instructions. Once you have completed the required information, email the spreadsheet to er@millwardagency.com

Basic Information-Required

Named Insured

Requested by

Email Address

Phone Number

Ins Carrier Info

Name of Current Ins Carrier

Policy Number

Add Contents Coverage/Location

Effective Date of Change

New Contents Limit needed

Amount of Loss of Income Coverage needed

Location Address

City

State

Zip

Contents Loss Payee Information

Full Bank Name

Contact Name

Contact Email

Contact Phone

Bank Address

City

State

Zip

Bank Loan Number

Add any Brief Comments Here

Please upload any Loss Payee or other Documents here

Drag and Drop (or) Choose Files

IMPORTANT! Please review your information for accuracy before submitting.

Basic Information

Named Insured: {text-1}

Requested by: {text-2}

Email Address: {email-1}

Phone Number: {phone-1}

Ins Carrier Info

Name of Current Ins Carrier: {text-3}

Policy Number: {text-4}

Add Contents Coverage/Location

Effective Date of Change: {text-5}

New Contents Limit needed: {text-8}

Amount of Loss of Income Coverage needed: {text-9}

Location Address: {text-12}

City: {text-13}

State: {text-14}

Zip: {text-15}

Contents Loss Payee Information

Full Bank Name: {text-6}

Contact Name: {text-10}

Contact Email: {email-3}

Contact Phone: {phone-3}

Bank Address: {text-16}

City: {text-17}

State: {text-18}

Zip: {text-19}

Bank Loan Number: {text-11}

Add any Brief Comments Here: {textarea-1}

Please upload any Loss Payee or other Documents here: {upload-1}

A TMA representative will contact you advising your information has been received & is being worked on. You will also receive a copy via your email. If not, let us know asap.

TMA Phone 801-216-4545

Thank you,

The Millward Agency

Add Building Coverage/Location
To an existing policy

Please complete the questions below to add Building/Location to an existing policy with TMA. If not sure of the answer, tell us that. We will contact you to complete the information so the endorsement can be issued correctly.

TMA cannot backdate coverage. Please send your request a few days prior to change date. Items sent on Friday afternoon after 2:00 PM will be processed the following Monday.

If you need to add multiple buildings/locations, please download this spreadsheet template and follow the instructions. Once you have completed the required information, email the spreadsheet to er@millwardagency.com

Basic Information-Required

Named Insured

Requested by

Email Address

Phone Number

Ins Carrier Info

Name of Current Ins Carrier

Policy Number

Underwriting

Effective Date of Coverage

Current Building Limit

Deductible wanted

Rental Income per Month

Location Address

City

State

Zip

Year Constructed

Building Construction

FrameConcreteTilt-UpBrickMasonrySteelFire Resistive

Total Building Square Footage

If Multi-Occupancy, please give %

Parking Area SQFT.

Occupancy of Building: If Apartments-Number of Rental Units

Number of Stories

Sprinklers in Building?YesNo

Do you have a current Sprinkler Drain Test Certificate?YesNo

Elevator in Building?YesNo

Fire Alarm in Building?YesNo

Is this building over 30 years old?YesNo

Older Buildings Only

Have the following items been updated or replaced? (select all that apply)

ElectricalRoofWooden BanistersPlumbing

Building Mortgagee Information

Full Bank Name

Contact Name

Contact Email

Contact Phone

Address

City

State

Zip

Loan or Escrow Number

Add any Brief Comments Here

Please upload any Mortgagee/Escrow or other Documents here: If available, upload the whole Previous Building policy here

Drag and Drop (or) Choose Files

IMPORTANT! Please review your information for accuracy before submitting.

Basic Info - Required

Named Insured: {text-1}

Requested by: {text-2}

Email Address: {email-1}

Phone Number: {phone-1}

Ins Carrier Info

Name of Current Ins Carrier: {text-3}

Policy Number: {text-4}

Underwriting

Effective Date of Coverage: {text-21}

Current Building Limit: {text-8}

Deductible wanted: {text-9}

Rental Income per Month: {text-10}

Location Address: {text-26}

City: {text-27}

State: {text-28}

Zip: {text-29}

Year Constructed: {text-11}

Building Construction: {checkbox-1}

Total Building Square Footage: {text-15}

If Multi-Occupancy, please give %: {text-14}

Parking Area SQFT.: {text-17}

Occupancy of Building: If Apartments-Number of Rental Units: {text-13}

Number of Stories: {text-12}

Sprinklers in Building?: {radio-1}

Do you have a current Sprinkler Drain Test Certificate?: {radio-2}

Elevator in Building?: {radio-3}

Fire Alarm in Building?: {radio-4}

Is this building over 30 years old?: {radio-5}

Have the following items been updated or replaced? (select all that apply): {checkbox-2}

Building Mortgagee Information

Full Bank Name: {text-6}

Contact Name: {text-7}

Contact Email: {email-2}

Contact Phone: {phone-2}

Address: {text-22}

City: {text-23}

State: {text-24}

Zip: {text-25}

Loan or Escrow Number: {text-20}

Add any Brief Comments Here: {textarea-1}

Please upload any Mortgagee/Escrow or other Documents here: If available, upload the whole Previous Building policy here: {upload-1}

A TMA representative will contact you advising your information has been received & is being worked on. You will also receive a copy via your email. If not, let us know asap.

Thank you,

The Millward Agency

Client Portal Area

TMA Client Portal

TMA Portal Forms

Request a Certificate of Insurance

General Policy Changes

Vehicle & Driver Add or Delete Form

Insuring a Newly Purchased Building

Delete Existing Locations

Add Contents/Location to an Existing Policy

Add Building Coverage/Location To an existing policy

LINKS

TMA Certificate Request Form

Changes to Existing Policies

Basic Information

Add or Delete Drivers & Vehicles

Basic Information

Insuring a New Commercial Building

Basic Information

Underwriting

Building Construction

Type of Roof

Have the following items been updated or replaced? (select all that apply)

Mortgagee/Escrow Information

Delete Existing Locations

Basic Information-Required

Ins Carrier Info

Delete Buildings and/or Locations

IMPORTANT! Please review your information for accuracy before submitting.

Add Contents/Location to an Existing Policy

Basic Information-Required

Ins Carrier Info

Add Contents Coverage/Location

Contents Loss Payee Information

IMPORTANT! Please review your information for accuracy before submitting.

Add Building Coverage/LocationTo an existing policy

Basic Information-Required

Ins Carrier Info

Underwriting

Building Construction

Older Buildings Only

Have the following items been updated or replaced? (select all that apply)

Building Mortgagee Information

IMPORTANT! Please review your information for accuracy before submitting.

Add Contents/Location
to an Existing Policy

Add Building Coverage/Location
To an existing policy