How to process changes or endorsements to an active, existing policy/
From the dashboard where your quotes and active policies are listed, find the policy from the policy list or use the search bar to search by policy number or name of the insured.
Once you are in the Policy Detail View, you can navigate the sections below to make changes.
Left Sidebar Management
Policy Status: Select Cancel Policy to cancel a policy midterm.
Contact Info: Select Update to change the insured's email address, phone number, or mailing address.
Main Policy Details
For the sections below, use the Add button to include new items or the Update button next to an existing record to make changes.
Named Insured(s): Use Add Named Insured or Update.
Household Drivers: Use Add Household Driver or Update.
Automobiles and Motorcycles: Use Add Vehicle or Update.
Recreational Vehicles: Use Add Recreational Vehicle or Update.
Property: Use Add Property or Update (for primary residences, secondary residences, or rental properties).