Endorse a Policy

  1. Log in to Socotra Connected Core

  2. Open an Issued Policy

  3. Click the “…” button

  4. Click Policy Change

  5. Choose the endorsement effective date and confirm

  6. Make any necessary changes

  7. Click Save

  8. Click Quote Endorsement

  9. Click Review Changes and review

    ../_images/review-endorsement.png

  10. Click Accept Endorsement

  11. Click Issue Endorsement

    ../_images/newly-issued-endorsement.png