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welcome to the change of course for policy endorsement tutorial in this tutorial you will learn how to create and verify requests for policy endorsements in Easy links change requests can come from the carrier your client via Client Center and you as an agent on behalf of your client change requests are a good way to track and help you hold yourself accountable to ensure the endorsement is complete for the insured please note this process is mainly for manual policies but can be used for downloading policies as well for downloading policies if there is an exact match between the request and the endorsement the system will automatically confirm the change and add the premium if there is an open task make sure to manually close it once the download comes in if the endorsement is not an exact match a manager system admin must find and match the policy manually from the unmatched folder to learn how to work the unmatched folder please watch working a match policy downloads video so let's get started by covering carrier change requests first carry your change requests are normally because the insurer had contacted the carrier directly to have the policy change and the carrier just notified you of the update in this case you will need to update the manual policy with the change from the carrier to do so navigate to the client's overview page click on the policies actions icon hover over service then click change update the change premium and other information on a policy shell then click change and edit policy to update any policy details when you're ready click save once everything is completed you can send your client an email or text to let them know the endorsement is complete by using a text or email icon to the left additionally if necessary notify any additional interest of the change and close any open task associated with the change request as well next we will cover how The Client Center and agency change requests are triggered after that we will cover the steps on how to service a change request clients interchange requests come from your client via Client Center in Client Center the insurer will click on change request next they will select the type of change complete the form and submit depending on the settings by your admin you will have a task due in your task list along with a notification and easy links and possibly an email please review the request to ensure you understand what is needed to do so navigate to the policy and click on history you will notice a policy Source set the client center for the line item from here click on actions then edit this will take you to the policy shell please review to ensure it is correct then click save and continue edit from here look over the policy change request to ensure everything is up to date including the change date if you do not have a clear understanding of the change request please reach out to your insured next agency generated change requests are created by an agent this is normally done when you receive a call email or the insert comes in and requests the policy change for example we will create a change request for adding a new vehicle to a personal Auto policy an advocate to the applicant that needs to change request from the overview page click on the policies actions icon from here hover over service then click change request please note you can also find change requests on the policy tab using the same actions and on the policy details tab by clicking actions then change request for the change request ensure the policy info was correct then enter the policy change description next click edit change request this will give you the ability to enter the info that is changing the system tracks whether it is an addition removal or change in the policy and will generate this in the change request form now we are back on our previous section when we were looking over the client Center request from here on the steps will apply to both Client Center or agency change request once all the information is entered you can click preview to preview to change if everything is correct click save and close this will generate the change request summary look over the summary to ensure it is accurate please note the change summary form is a custom easy links form create it to make it easier to see the changes however if you need to change the quest form you can access it via the policy history tab using the formers button on a change to Quest next at the top of the page click actions here you will have options to add note email print and eSignature our next step is to have the customer verify the change put in the request is what they want so we will send an eSignature envelope click on eSignature set up and send the eSignature to your client to learn more about eSignature watch how to create Infinity signature envelope if you do not have eSignature you can print the change request summary and have the client sign it in person or follow your agency recommended verification method please note is a good idea to add a task and Associate it to a policy as a reminder to follow up with the customer for the change to do so click the add note icon to the top right enter a title and description click the add task icon to add a task and set a due date then enter a reminder and checklist if necessary click on the folder icon to associate the task to a policy to learn more please watch creating notes and tasks with agency workspace video please remember that client Center generated request automatically create a task for the change request you can find and update that task via your task list to the top right or on the client's overview page in a task box now that the customer has confirmed they want the change it is time for you to bind the endorsement with the carrier by using to carry your website call or email based on their guidelines and your agency standard operations now that the carrier has to filled the request it is time to confirm the change request on the policy to ensure the endorsement is accurate to do so navigate to the applicant with the change request notice on the overview tab you will see the open change request tag on the policy click on the policy then click on the history tab you will notice the open change requests highlighted in yellow only open change requests are highlighted here look over the endorsement to ensure it is correct and matching to what is in a change request if not please contact the carrier our next action is to confirm the change request for the policy to do so click on actions here you will have options like edit delete compare and confirm change request click confirm change request update the policy information for the change in premium and anything else if necessary next click on change and edit policy to update information for the manual policy not accessible in the policy Shield if necessary when ready click save and close please remember to update your ensure that you received the change from the carrier via the email or text icons also notify any additional interest that's needed that is all for this tutorial you should now have the knowledge to create and verify change requests for policy endorsements thanks for watching