When a policy endorsement needs to be executed in the IOI, please use the following steps:
- On the top navigation bar, click ‘Customers’
- From the Customer List, click on the client name of the Customer that needs the policy endorsement
- Select ‘Policies’ on the Customer Details page
- Click on the policy number, then ‘endorsement.’ A list of available endorsement options will populate.
- Select the applicable endorsement, then update the exposure information and effective date for the endorsement
- Review the changes to the policy. If all looks good, click ‘issue endorsement.’
- The endorsement will be issued, and new policy documents will be generated on the left-hand side of the screen under ‘Timeline.’ Clicking on the document will allow you to print or download it.