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Steps to Endorse a policy
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1. Retrieve account and Select the Endorse button

 

As a note: If the need arises to Endorse an Ategrity Select product, please submit the request via email with the Policy Number, Named Insured and a Description of the Transaction details to [email protected]

 

2. Enter the endorsement date by using the calendar widget or entering the value (tab out of the field) and then select the 'Generate Endorsement Number and Proceed' button 

3. Complete the change in the system
 

4. If revising a GL component or packaged policy then select the 'Continue to Full Quote' button on the GL tab. If updating a property coverage (i.e. Building, BPP or BI) then select the 'Calculate Premium' button for that coverage and select the 'Continue to Full Quote' button on the GL tab. 

 

5. Scroll to the 'Policy Services' section & select the 'Calculate Premium' button

 

 

6. Review the endorsement wording that the system generated for accuracy and apply edits as needed

 

7. Review premium change generated by the system for accuracy.

8. Select the 'Preview Endorsement' button to review the Endorsement Dec

 

9. Select the 'Complete Issue Endorsement' button to finalize the change

 

 

 

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