Endorsements
Organize requested policy changes, supporting information, insurer responses, and outstanding client confirmations.
Start a workspace
Broker and insurer policy servicing teams
From the first document to the final review.
OpenTeam prepares policy change request pack and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized policy schedules, client change requests, endorsements, and insurer correspondence by source, owner, and date.
Prepare the working pack
Summarize the requested change and supporting evidence, compare returned documents, and identify what remains unconfirmed before the authorized professional processes the change.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Policy change request pack
- Endorsement comparison
- Outstanding confirmations list