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Back to list of FAQsHow do I create an endorsement?
Various situations may cause a reinsurance agreement to be endorsed or cancelled. These situations may mean that an additional premium is required of the insurer, a credit or return premium is due to the insurer, or on occasions, no premium adjustment is required.
How To endorse a bound submission
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There are two places the submission you wish to endorse may be located. Follow one of the two steps below:
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If the submission has not been moved to the Filing Cabinet:
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On My Desk under My Submissions (insurer) or Quotes (reinsurer or broker), click the Named Insured link for the submission.
RESULT: This will display the Submission Summary screen.
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On My Desk under My Submissions (insurer) or Quotes (reinsurer or broker), click the Named Insured link for the submission.
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If the submission has already been moved to the Filing Cabinet
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From My Desk, click the My Filing Cabinet link in the main menu bar.
RESULT: This will display the Placed (insurer) or Assumed (reinsurer or broker) Submissions screen.
Note: You can sort the list of submissions by column by clicking on the column's name. Clicking it a second time will sort in reverse order. -
Select the submission by clicking on the Named Insured link.
RESULT: This will display the Submission Summary (insurer) or Summary of Agreement (reinsurer or broker).
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From My Desk, click the My Filing Cabinet link in the main menu bar.
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If the submission has not been moved to the Filing Cabinet:
- Click the Endorse link in the left Tasks box.