Creating an Endorsement

Initiating the Endorsement using the Create option in EI

  1. Go to Expert Insured and log in >> From the Home page, go to Create >> Select Endorsement.
    2. Request an Endorsement
  2. Locate the policy you are endorsing.
    1. Enter the policy number or insured’s name >> Click Search.
      2. Locate the policy
    2. Select the applicable result >> Click Continue.
      3. result
  3. Enter the Endorsement Effective Date >> Enter the Endorsement Reason into the Summary field >> Click Request Endorsement.
    4. request endorsement
  4. Attach the Endorsement Request Email from the Agency/Insured.
    5. Attach endorsement
  5. Click Continue Processing.
    6. Prepare Endorsement

Requesting Endorsement from Carrier

  1. Email the Carrier to request the Endorsement.
    2. Email Carrier
  2. Send a confirmation email to the agent >> Click Continue.
    3. Send confirmation
  3. Once the endorsement document is received from the carrier, go to the Carrier Workflow >> Search for the submission >> Select and open the submission.
    4. endorsement document
  4. Click on Attach Endorsement.
    5. Update Endorsement
    1. Attach the endorsement document that was received from the carrier to the Endt Request.
      1. Click on the plus sign icon next to the applicable ENDT section.
        2. Attach endorsement
      2. Drag and drop/select the endorsement document >> Click Continue >> The Type should be Endorsement >> Click Continue >> Click Continue Processing.
        3. Drag and drop
  5. Email the endorsement document to the Agent.
    1. select their email by clicking on the ‘To’ link.
    2. Check the Attach Cover Page to Endorsement box.
    3. Click Continue.
    Email endorsement document