Creating a Reinstatement Endorsement

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

Applies to:

  • Producers [/ Underwriters]
  • Assistants
Last Updated: January 2021

This article explains how to create Reinstatement Endorsements to reinstate policies that were previously cancelled

Note: Policies can only be reinstated if a cancellation endorsement was previously issued. 

 


Creating a Reinstatement Endorsement

  1. Navigate to the cancelled policy and select the Endorsements tab.
  2. On the left, click Reinstate Policy.
    Note: This button is only available after the Cancellation Endorsement is issued. 


    The Endorsement pop-up opens.
  3. Fill in the fields to populate the endorsement document. The Endorsement Type is set to Reinstatement by default.
    Note: The text from the Description field is pulled into the endorsement document.
  4. Click Continue to Editor.


    The Policy Reinstatement page opens. This page lets you set any premiums required to reinstate the Policy.
  5. Click Add on the right to create a new line item and fill in the line item details. When you add a premium, the taxes and fees are automatically calculated based on the tax state.
  6. After all policy reinstatement line items are added, click Save Endorsement on the bottom right.

  7. Edit, delete, or issue the Reinstatement Endorsement.


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