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Endorsement

When you select Endorse from the Transactions menu on the Policy form, the Endorsement data entry form appears for you to enter the basic information about the transaction.

    ClosedThe Policy Endorsement Process

Method #1

  1. Open the customer and right-click the policy you want to endorse to select it.

  2. Click the Endorse button. This opens the Endorsement data entry form for the selected policy.

  3. Complete the form and clickOK. You return to thePolicydata entry form for the endorsement transaction. Make changes to the detail as needed.

Method #2

  1. To endorse a policy, first open the customer, and then select to open the policy.

  2. From the Menu Bar in the Policy data entry form click Transactions and choose Endorse. The Endorsement data entry form appears.

  3. Complete the form and click OK. You return to the Policy data entry form for the endorsement transaction. Make changes to the detail as needed.

    ClosedEndorsement Data Entry Form

Field

What is this?

Transaction

Select the type of endorsement you are entering. Policy Change is the default transaction, but can be changed.

Effective Date

The effective date of the endorsement.

Description

The transaction defaults here, but can be changed. Use this field to enter the description that you want to print on the Invoice,Statement, and other forms; as well as appear in the Customer Register and other views throughout AMS360.

 

What's Next?

Do you need to enter an Activity or Suspense? See the Activity/Suspense topic for more information.


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