Endorsement Request: Additional Insured

The Endorsement Request: Additional Insured Info page enables you to add, change or replace additional insured information for the current policy.

To add/change/delete/replace additional insured information:

  1. Follow the steps to  search for and open the policy you wish to change.

  2. Click OTHER PARTIES in the page navigator.

  1. Click the link in the Additional Insured tab to select an endorsement option.

Endorsement options include:

    1. Add new insured- click this link to add a new additional insured. (This option is available only when there is no current additional insured.)

    2. Change - click this link to change the current additional insured info.

    3. Delete - click this link to delete the current additional insured info.

    4. Replace - click this link to replace any existing additional insured info with the current changes.

  1. Complete/update the Endorsement Request: Additional Insured form.

Additional Insured information includes:

Label

Description

First Name

The additional insured's first name.

Last Name

The additional insured's last name.

Address 1

The additional insured's mailing street address.

Address 2

The additional insured's mailing street address.

City

The additional insured's mailing city.

 State

The additional insured's mailing state.

Zip Code

The additional insured's mailing ZIP code.

Zip Code Suffix

The additional insured's four-digit mailing ZIP code suffix.

Birth Date

The additional insured's birth date.

Social Security Number

The additional insured's social security number.

Tax ID Number

Identifying number assigned to a business or individual  for the purposes of paying federal taxes.

Occupation

The additional insured's occupation.

Additional Interests

The name of the additional people who have a financial interest in the property being insured.

 

Verify the entered information on this page before clicking Verify & Continue. If you click the button and the information you entered is incorrect, you will have to delete the incorrect endorsement and generate a new one.

  1. Click Verify & Continue.

The Endorsement Request Summary page opens.

  1. Do one of the following:

  2. Submit the endorsement request

  3. Request additional changes

  4. Delete a change

  5. Cancel the endorsement request

To submit the endorsement request:

  1. Enter the Endorsement Effective Date.

  1. Complete the Submitter Contact Information form.

  1. Click Submit.

The endorsement request is submitted to a processor for review and the success message window opens.

  1. Click OK.

The Policy Inquiry Search page opens.

To request additional changes to the current policy:

  1. Click Additional Changes.

The Summary page opens and you can make additional changes.

  1. Click Verify & Submit when finished making changes and then follow the steps above to submit the endorsement request for review.

To delete a change from the current endorsement request:

  1. Click Delete on the requested change tab.

The Endorsement Request Summary page is redisplayed minus the endorsement.

To cancel the endorsement request:

  1. Click Cancel on the page menu bar.

All endorsements you have entered are deleted and the Summary page for the current policy is redisplayed. (If you made a coverage change, the Coverage page is redisplayed.)

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