Reinstatement Endorsements

  1. Go to Create >> Select Cancel/Reinstate Endorsement.
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  2. Enter the policy number (or insured’s name) >> Click Search.
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  3. Select the applicable result >> Click Continue.
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  4. Click Continue.
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  5. The Policy Costs will be calculated automatically; scroll down and click Continue.
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  6. Click Issue Reinstatement.
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  7. The Endorsement Text will automatically pre-fill. Click View Endorsement to confirm everything looks good >> Click Continue Processing.
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  8. Confirm the Policy and Accounting information is correct >> Check the verification box >> Click Continue.
  9. Send a copy of the Reinstatement 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.
  10. Send the Reinstatement 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.
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