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FAQ ID # 89
Last Update : 2009/12/07
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Question / Issue
Why does the Endorsement Manager come up when I make a change to an existing policy?

Answer / Solution
  1. When you edit a policy, the changes you make are checked to determine if an endorsements can be generated from them.
  2. If an endorsement can be generated, this screen will be displayed (i.e add a driver).
  3. If you don't want to create any endorsements and just want to save your changes to a policy, click the Save  button at the bottom of the screen.
  4. If you would like to go back and make other changes to the policy, click the Cancel button to close the Endorsement Manager window.  You will see a warning window appear telling you that the Endorsement Manager will close, but allow you to make more changes.  Any changes that you've made to the Endorsement Manager screen will be lost at that time.

NOTE: When you save the policy again, your changes will be rechecked and the Endorsement Manager will be displayed to give you the opportunity to generate endorsements for your changes if needed.


Related FAQs
How do I enter an endorsement on my customer's policy?

Direct Link to This FAQ
http://www.itcdataservices.com/support/IP6FAQ/?f=89

Tags
Endorsement Manager changes

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