Endorsements

  1. Go to Create >> Select Endorsement.
    2. Request an Endorsement
  2. Enter the policy number (or insured’s name) >> Click Search.
    3. Locate the policy
  3. Select the applicable result >> Click Continue.
    4. result
  4. Enter the Endorsement Effective Date >> Enter the change that is being made >> Click Continue.
    5. request endorsement
  5. Make the change.
    1. Any Name/Address changes can be made on the Policy tab.
    2. Location Address changes can be made on the Locs tab.
    3. Class/Limit/AI changes can be made on the GL tab. In this example, we are adding a class.
      4. Attach endorsement
      1. To Add a Class: Select the Location >> Use the magnifying glass icon to select the Class and Description >> Enter the Exposure and Rate >> Click Save.
        2. Prepare Endorsement
      2. To Remove a Class: Click on the ‘X’ Delete icon next to the class you are removing >> Click OK to remove the class.
        3. Prepare Endorsement
  6. Once the change is made, click Continue until you reach the Endorsement Options page.
    7. Email Carrier
  7. Click Issue Endorsement.
    8. Email Carrier
  8. The Endorsement Costs will be calculated automatically; scroll to the bottom of the page to click Continue.
    9. Prepare Endorsement
  9. The Endorsement Text will automatically pre-fill. Click View Endorsement to confirm everything looks good >> Click Continue Processing.
    10. Email Carrier
  10. Confirm the Policy and Accounting information is correct >> Check the verification box >> Click Continue.
  11. Send a copy of the Endorsement to the carrier.
    1. Click on the ‘To’ link and select the applicable email address.
    2. If needed, send a copy to yourself or the UW.
    3. Click Continue.
  12. Send the Endorsement to the agent.
    1. Click on the ‘To’ link and select the agent’s email.
    2. If needed, send a copy to yourself or the UW.
    3. Click Continue.