Workflows — Endorsement
Mid-Term Endorsement Processing
Policy changes, premium adjustments, coverage part modifications, and carrier approval workflow — all managed in the policy ledger without data re-entry.
Request DemoEndorsement Workflow
01
Change request received
02
Premium adjustment calculated
03
Carrier approval workflow
04
Endorsement form generated
Endorsement Detail
Mid-term changes without data re-entry.
Coverage changes supported
- Coverage limit increase or decrease
- Additional insured additions
- Deductible modifications
- Exposure change endorsements
- Coverage part additions or removals
Premium adjustment
Pro-rata or short-rate premium adjustments are calculated automatically from the endorsement effective date. Earned and unearned premium are updated in the policy ledger. Reinsurance cession adjustments are reflected automatically on Carrier tier and above.