If you need to change or issue an endorsement to a policy, you can use the Endorsement command.
- Select the appropriate policy to be endorsed on the Main tab.
- On the Policy menu, click Endorsement.
- In the
Endorsement Reason dialog box, you define the reason for the endorsement
by selecting the reason on one of the tabs defined below.
If you know the description of the reason, you can begin typing the description in the Search box to jump to the reason that most closely matches. Endorsement reasons are managed in Data Maintenance Utility (DMU).- General – not company or state specific
- Company Specific – specific to a particular company
- State Specific – specific to a particular state
- In the Description box, you can view the description of the selected endorsement reason, if applicable.
- Information
in the Policy Information pane is populated automatically based on the
policy that you are endorsing.
- Policy Effective – policy effective date
- Expiration – policy expiration date
- Written Premium – written premium amount
- Taxed – indicates whether the policy is taxed
We show you how to provide information for various types of endorsements in the following topics.