Create an endorsement

About this task

After a policy has been bound, if you need to make changes that require altering the policy, you can create an endorsement. An endorsement is a written document attached to a policy that modifies the policy by changing the coverage. You can create an endorsement for a submission with any of the following statuses: Bound, Issued, Renewed, Non-Renewed, Cancelled, Cancellation Requested, Cancellation Pending, and Expired.

Procedure

  1. In the navigation sidebar, select the policy you want to endorse. It must be in a status of Bound, Pending Issuance, or Issued.
  2. From the Actions menu, select Endorse.
  3. In the Endorsement Overview window, complete the required fields.
    The Approved check box is read only and is only selected by the system after the endorsement has been approved.
  4. If you select Modify Expiration Date, enter the New Expiration Date.
  5. If you select Modify Insured Mailing Address, enter the New Mailing Address.
  6. If you select Modify Insured Name, enter the New Insured Name.
  7. If you select Modify Policy, the application opens in the left navigation; make any changes.
  8. Click Create to create.
  9. Click Submit to submit the endorsement.
  10. Click Yes to confirm.
  11. Optional: If requested, provide instructions.

Results

The Endorsement Overview shows the details of the change or changes you made. An Endorsement subsection is added to the Policy section.

What to do next

After the endorsement has been created, your workflow depends on the state of the submission. If you are modifying a policy, a new section is added to the Endorsement section. The new Application section is initially populated with the same data as the original application. You can change any data that is not read-only. An endorsement cannot be marked as issued until the policy the endorsement belongs to is issued.