Sending Endorsements to Agency

Sending endorsements ensures policy updates are communicated.

Steps:

  1. Go to the Carrier End Work Queue.
  2. Attach the endorsement document.
endorsement document
  1. Verify details like:
    • Premium changes
    • Taxes and fees
    • Commissions
Verify details
  1. Send the endorsement document to the agent or broker.
Send the endorsement document