Shortcut to Endorse Policy From Search Screen

  1. Go to Home Page >> Search for the policy using the policy number or insured’s name >> Select the submission from the result grid >> Click on the ‘i’ [information] symbol next to the Status column.
    2. Search for the policy
  2. Click Endorse
    3. Click Endorse
  3. Process the endorsement as usual (Use Request Endorsement for Wholesale Accounts / click Continue for Brokerage Accounts.
    4. Process the endorsement