Creating a Reinstatement Endorsement

Last updated: July 7, 2025

Creating a Reinstatement Endorsement allows Users to reinstate policies that were previously canceled

Applies to:

  • Producers / Underwriters

  • Assistants

This article explains how to create a Reinstatement Endorsement to reactivate a previously cancelled policy in BindHQ.

Note: A policy can only be reinstated if a Cancellation Endorsement was previously issued.

Sections

  • Locate the Reinstatement Option

  • Fill in Reinstatement Details

  • Enter Premium & Fees

  • Finalize and Issue

Locate the Reinstatement Option

  1. Go to the Policies tab and open the cancelled policy.

  2. Click on the Endorsements tab.

  3. If the policy was previously cancelled, you'll see the Reinstate Policy button.

Screenshot 2025-07-07 at 4.27.49 PM.png

Fill in Reinstatement Details

The Reinstate Policy form opens.

  1. Enter a clear Reinstatement Description (e.g., "Payment received").

  2. Set the Endorsement Effective Date.

  3. Click Save and Exit to proceed.

Screenshot 2025-07-07 at 4.34.24 PM.png

Enter Premium & Fees

  1. Go to the Details tab.

  2. Use the + Add Line Item button to enter any premiums, taxes, or fees.

    • Premiums are entered as positive numbers.

    • Taxes and fees will auto-calculate if enabled.

Screenshot 2025-07-07 at 4.35.21 PM.png

Finalize and Issue

  1. Review the Combined Total at the bottom.

  2. Click Save and Exit or Policy Forms (If a Program) to preview or finalize.

  3. Once ready, return to the Endorsements tab and click Issue to complete.



After the Endorsement is issued, the Policy’s status is updated to Issued and the Endorsement document is auto-generated under the Documents tab.