A user with the Product Admin role can create endorsements for a product. Once an endorsement has been configured in the platform, a user can endorse an existing policyholder's policy.
Locate Product
To create an endorsement for your product, select Products from the top navigation, then use the provided search field to locate the product. Select the product name to open that product.
Create a Resource
Almost all endorsements will need a resource associated with them, a resource can be an HTML Template, or more commonly, a form.
To create a form or HTML Template, select the Configuration tab located under the product name. By default you will be in the Form Library tab under Configuration, here you will see all the resources associated with the product.
To create a new resource, click either + Form or + HTML in the top right corner. A dropdown will appear where you can specify the type of resource you would like to add, select 'Endorsement' to create a new endorsement resource.
When you are done, click 'save configuration' in the bottom right corner to save your changes.
Create and Configure the Endorsement
Once you’ve created the resources you need for an endorsement, select the Policy Management tab under Configuration.
To create a new endorsement, click + Endorsement in the top right corner, and fill in the fields provided.
Reason title will display when a user is adding an endorsement to an existing policyholder's policy.
With the Endorsement eligibility rules, you can set criteria for when this particular endorsement is allowed for a policy.
Exposure intake is where you can select the endorsement resource you created earlier.
Here, you are also able to enable or disable retroactive endorsements as well as select if they are premium-bearing or non-premium bearing.
Save Configuration
When you are done, click 'save configuration' in the bottom right corner to save your changes.
What's next:
1) Learn more about setting up and configuring endorsements by watching the video below:
2) To see the steps you will follow to endorse a policy in the platform once your endorsement has been configured, please read this article.