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Loss-Free-GL Credit at endorsement
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Follow the steps below to apply a 'Loss-Free-GL' credit at endorsement:


1 - Select the 'Endorse' button

2 - Enter the endorsement effective date and then tab out of the date field

3 - Select the 'Generate Endorsement Number and Proceed' button 

4 - Select the 'Loss Free-GL' check box under the Package section

5 - Select the 'Continue to Full Quote' button 

6 - Select the 'Calculate Premium' button in the Policy Services section to generate the endorsement wording

7 - Confirm premium (enter premium difference to the override premium field if needed)

  • If user is "Adding" (checking box) Loss Free Credit premium will be Return Premium (-$x and Endt wording will be Return)
  • If user is "Removing" (unchecking box) Loss Free Credit premium will be Additional Premium ($x and Endt wording will be Additional)


8 - Select the 'Preview Endorsement' button to view the changes 

9 - Select the 'Generate/Issue Endorsement' button to complete processing

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