Endorse a Policy

Endorsing a policy means modifying or adding to the terms and conditions of an existing insurance policy. To endorse a policy, follow these steps:

1. Click the Policies tab in the sidebar to open the Policies page.

2. Search for the policy you want to endorse, then click it to open its details.
3. Go to the Actions dropdown in the top-right corner of the policy details page. Select Edit Policy from the options to open the Edit Policy Details page.

4. The Edit Policy Details page is divided into six sections:
   • Edit Policy Details: Update policy information, such as start and end dates, policy type, timezone, and broker.
     • Note: The Next button will remain inactive until you specify the Effective Date for Changes.
   • Edit Insureds: Add or remove insured parties. You can also edit the relationship of an insured (other than the primary insured) to the policy.
   • Edit Coverages: Add or remove custom fees and coverage lines.
   • Edit Forms: Manage the forms attached to the policy by adding or removing them.
   • Review and Confirm: Review all the changes you’ve made. When ready, click the Confirm Edits button. In the Confirm Edits modal, input the recipient’s email address.
     • You can also include additional email addresses for recipients.

By following these steps, you can successfully update an existing policy to reflect any required changes.