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Home > Application Support SOP's > Digital Workbenches > Contract Workbench > Form CG 20 36 - Adding Additional Insured
Form CG 20 36 - Adding Additional Insured
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To add another Additional Insured to form CG 20 36, follow the steps below:

 

  1. Create endorsement by
    • Selecting the 'Endorse' button 
      • Entering the endt effective date (and tab to store date)
      • Clicking on 'Generate Endorsement Number and Proceed' button 
  2. Scroll to the Additional Insured Forms section
    • Ensure that the checkbox is selected for form 'CG 20 36' 
    • Change the Number from '1' AI to '2' AI's  
  3. Scroll to the Policy Services button and select the 'Calculate Premium' button (this will add the form to the Endorsement details)
    • Select the tab icon next to the form to add the new details 
    • Enter the new AI details into the mandatory field and then select the 'Save' button

              

            

4. Select the Calculate Premium button again to capture the new details (this will also update the Endorsement Wording)

5. Select the 'Preview Endorsement' button to review the changes

6. Select the 'Complete/Issue Endorsement' button to complete processing

 

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