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Home > Application Support SOP's > Digital Workbenches > Contract Workbench > Address Change for Active or Canceled Policy
Address Change for Active or Canceled Policy
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If user needs to change a mailing address for an active policy, then they will need to endorse the policy by:

 

1 - Retrieve account and Select the Endorse button

 

2 - Enter the endorsement date by using the calendar widget, tab out of the data field and then select the 'Generate Endorsement Number and Proceed' button

 

 

3 - Select the 'View Details' option next to the named insured to display the address fields and enter the changes.

 

 

4 - Scroll down the Policy Services (Endorsement) Tile and Select the 'Calculate Premium' button

 

 

5 - Review the endorsement wording (and premium change) that the system generated for accuracy and apply edits as needed

 

6 - Select the 'Preview Endorsement' button to review the Endorsement Dec

 

7 - Select the 'Complete Issue Endorsement' button to finalize the change

 

If user needs to change a mailing address for a cancelled policy, they will need to follow steps below:

 

1 - Reinstate the policy

 

2-  Endorse the policy to change the mailing address (by following the steps outlined under an active policy)

 

3 - Cancel the policy back

 

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