Create Endorsements

Summary: Create the endorsement in Expert Insured. Make the change and issue the endorsement. Email the endorsement/invoice.

1. Go to Expert Insured and log in >> From the Home page, go to Create >> Select Endorsement.

2. Locate the policy you are endorsing.
1. Enter the policy number or insured’s name >> Click Search.

2. Select the applicable result >> Click Continue.

3. Enter the Endorsement Effective Date >> Enter the Endorsement Reason into the Summary field >> Click Continue.

4. Make the change.
1. Any changes to the Insured’s Name, Mailing Address, Location Address, or Effective Date can be made on the Policy tab.

2. Any changes to the classification/limits can be made on the GL tab.

1. To add a class code: Click on the magnifying glass icon to look up the code.

1. Search for and select the applicable code (using the code or description) >> Click Update.

2. Enter the Exposure and Rate. Any additional premium will be calculated. Click Continue.

5. Click Continue on the Policy Forms page.

6. Click Issue Endorsement.

7. Enter the Endorsement Premium as shown on the provided document/carrier’s endt (if the endt premium is a return premium amount, be sure to enter the negative sign).

8. Click Continue.

9. The endorsement wording should automatically be filled in. Click Continue Processing.

10. Confirm the information is correct >> Check the Policy and Accounting Information Verified box >> Click Continue.

11. Email the endorsement.
1. Click on ‘To’ and select the recipient.
2. If needed, send a copy to yourself as well.
3. Click Continue.

12. Email the endorsement and invoice.
1. Click on ‘To’ and select the recipient.
2. If needed, send a copy to yourself as well.
3. Click Continue.