Question / Issue |
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How do I enter an endorsement on my customer's policy? |
Answer / Solution |
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To enter an endorsement:
- From the Policy Summary Screen select Endorsements on the right side of the screen.
- Click on New at the bottom of the screen.
- On the New Endorsement screen, enter all necessary items such as:
- Endorsement effective date
- Select the type of endorsement
- Change in premium - which will then autofill the other items such as: Company fees, Agency Commission, what the new monthly payment will be based on the existing policy. You can overwrite this information if needed.
- Description of the changes made to the policy
- Click on Save to store the endorsement changes or Cancel to abort the changes and exit the screen.
- Click on Done to exit the Policy Summary screen or continue with other options on this screen for this customer.
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