Endorsing a Policy

When a policy endorsement needs to be executed in the Dais platform, please use the following steps:

1. On the top navigation bar, click ‘Customers’
2. From the Customer List, click on the client name of the Customer that needs the policy endorsement
3. Select ‘Policies’ on the Customer Details page
4. Click on the policy number, then ‘endorsement.’ A list of available endorsement options will populate.
   
5. Select the applicable endorsement, then update the exposure information and effective date for the endorsement
6. Review the changes to the policy. If all looks good, click ‘issue endorsement.’
7. 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.