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 left side of the screen.
- Click on New at the bottom of the screen.
- On the New Endorsement screen, enter all necessary items such as:
- Select the reason for the endorsement:
- Added Leinholder
- Added Driver
- Added Vehicle
- Removed Leinholder
- Removed Driver
- Removed Vehicle
- Modify Vehicle
- Modify Coverage
- Other - enter the description for this change
- Endorsement date
- Enter the Description of change Endorsement made to the policy.
- Change in premium - which will then autofill the other items such as: Agency Commission, what the new monthly payment will be based on the existing policy. You can override this information if needed.
- 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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