Policy Information Management

 Client/Policy Summary Screen – Endorsements

InsurancePro can also help you keep track of the Endorsements or changes that you make to a policy.

There are two simple ways you can record the Endorsements done to a policy in InsurancePro.

Making any General Endorsement:

First you have to look up the policy and get to the Client Summary screen. After choosing the Client, click on "Endorsements" and click on "New" to add an endorsement.

From this screen, you can choose the type of Endorsement. If it is not specified, then you can choose other. You can also specify the premium difference generated by the Endorsement, whether it was an increase or a decrease (You can specify decrease by putting a negative amount). Then give a description of the change, and click on "Save" to make the endorsement effective.

Note: Adding an Endorsement from this screen DOES NOT change the policy premium or agency commission in the detail section. Only the monthly payment will change.

Changing a Vehicle:

If you are changing a vehicle on an Auto policy, you can do so by clicking on "View/Edit Details", and then changing the vehicle as required. When you click on the "Next" button, InsurancePro will ask you if you want to add an Endorsement for this change.  Click on "Yes" to add the endorsement. Make sure you choose "Done" on the next screen to save the changes to your policy.