To enter an endorsement:

1. From the Policy Summary Screen select Endorsements on the right side of the screen.
2. Click on New  at the bottom of the screen.
3. 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
4. Click on Save to store the endorsement changes or Cancel to abort the changes and exit the screen.
5. Click on Done to exit the Policy Summary screen or continue with other options on this screen for this customer.