A Guide To Completing the TDI Agent Statistical Report

Recorded September 20, 2024 |  Reg. Fee:  Member - $40, Non-member - $54  |  CE Credits: 1.0 Hr. Escrow|  SKU: GCASR24OD

A Guide To Completing the TDI Agent Statistical Report 
 
Stay on top of compliance requirements by attending A Guide to Completing the TDI Agent Statistical Report. This webinar will walk you through the critical steps of completing the Texas Department of Insurance's (TDI) 2023 Agent Statistical Data Call, due by October 14, 2024. Learn how to accurately report financial data, navigate TDI’s interactive forms, and avoid common pitfalls that can lead to reporting discrepancies.
Important Note
This webinar was recorded in 2024. During the session, the presenter references “when TDI announces the call,” which was accurate at the time. As of January 2026, TDI has confirmed that forms will be released no later than March 1 and are due no later than May 1 annually.

Key Takeaways:
  • Understand the purpose and importance of the data call.
  • Learn how to gather and report required data accurately.
  • Avoid mistakes that could delay or complicate your submission.
  • We’ll also cover key deadlines, required forms, and best practices to ensure your submission is timely and accurate.
Whether you’re new to the reporting process or looking to refine your approach, this session will provide the tools and insights needed to ensure compliance and accuracy.
 

Presenter: 
Ann Garza
Benchmark Title, LLC
  
Pricing:
Member $40
Nonmember $54

CE Credit:
1.0 Escrow Credit 

For those new to the topic and/or the title industry. May include basic concepts, definitions, industry history and/or general information.

Under Procedural Rule P-28 II I-6, TDI will not award credit hours for completing the same course more than once per reporting period. If you attended this course through another instruction method, you cannot be granted credit for both.
When
9/20/2024 10:30 AM - 9/17/2026 11:59 PM
Central Daylight Time
Where
Online Webinar, On demand

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