At the "Clients" tab, you will see all your clients and their policies listed. Select the client and line of coverage you wish to provide endorsements.
1. Select the endorsements from the alternatives shown in the section labeled "Policy Endorsement Management".
2. Add endorsement language in the open field that appears below once the endorsement is selected. All endorsement language will appear together in the "Description of Operations" section of the updated COI.
3. In the "Count" box enter the number of times the endorsement may be utilized by your client. A client can self-administer their own policy, if granted multiple or blanket endorsements.
4. Upload endorsement documentation by selecting the blue upload icon (small cloud). Any waivers or riders should be attached here. They will be attached with any shared COI or insurance verification sent to the certificate holder.