Increasing Endorsement

Add a mid-term change that raises premium, fees, or taxes. Covers starting the endorsement from the Actions menu, importing or entering the details, and how the endorsement gets paid or rolled into an existing finance agreement.

What's covered

• Starting from Actions and selecting the policy being endorsed

• Prefilling from your AMS or a document, or entering by hand

• The endorsement reason, and how it carries into Epic

• Why every increasing endorsement requires payment first

• The two conditions for financing it: over $250, and two months left on the agreement

• How the down payment grows later in the term

• Editing the endorsement afterward in Policies