Set up endorsement summary deliverable

Clients may need to create an endorsement summary deliverable that displays individual changes to an endorsement when an insured requests a change to the policy contract.

To enable endorsement summaries:

  1. Navigate to Settings > Advanced
  2. Search: generate_endorsement_summary
  3. Set to True

Locate an endorsement summary

  1. Navigate to Deliverables > Endorsement Summary
  2. Search: Endorsement Summary

Note: Endorsement Summaries don’t print automatically.

Customize an endorsement summary deliverable

  1. Navigate to Settings > Deliverables
  2. Search: Endorsement Summary
  3. Click the edit icon
  4. Make desired changes and click Save