Support

Frequently Asked Questions

FAQs

Back to list of FAQs

How 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

  1. There are two places the submission you wish to endorse may be located. Follow one of the two steps below:
    • If the submission has not been moved to the Filing Cabinet:
      1. 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.
    • If the submission has already been moved to the Filing Cabinet
      1. 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.
      2. 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).
  2. Click the Endorse link in the left Tasks box.

Back to list of FAQs