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Endorsements Management

Note: The Endorsements Management Tool can easily be integrated with the Underwriter Application Management System.

Features

Online Authentication - Secure sign-in utilizing 128 bit SSL encryption.

Message Center - Endorsements Clerks can view communications such as newsletters, announcements, or updated forms.

Real-time Status - Work queues display a real-time number of applications requiring attention.

Rating - Integrated online real-time quote capabilities are available to Endorsements Clerks. A quote can be obtained for each endorsement request that has an impact on the premium.

Endorsement Issuance - Endorsements can be created online in seconds and communicated with Brokers/Agents and Carriers.

Communications - Quote and Endorsement requests can be communicated with Carriers and managed electronically. Additionally, requests for additional information or documents can automatically be submitted electronically and efficiently.

Client Management - Endorsement Clerks can manage all client information in a single, user friendly, web interface. Additionally, Endorsement Clerks have the ability to view all quotes, binders and policies for booked business.

Additional Requests - Endorsement Clerks can create renewal applications and request cancellations online.

Audit Logging - Every action causes an audit record to be generated identifying the date and time of the action, what the action was, and who performed the action. Additionally, every change in the application creates an iteration of the application so no information is ever lost, thus reducing E&O exposure.

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