Openly continually strives to improve functionality and user experience for the agents we work with.
The following endorsements can be completed in the Agent Dashboard:
How Do I Change or Update a Policy's Effective Date?
How Do I Edit, Delete, or Update a Mortgagee?
How Do I Update Parties on an Issued Policy?
How Do I Update the Policyholder's Phone Number and Email Address?
How Do I Edit the Policy Mailing Address?
How Do I Change the Payment Method?
How Do I Update the Agent of Record?
Currently, an Openly team member must execute all other endorsements. If you need to make a mid-term endorsement payment between terms, contact us via live chat or phone to request a payment link.
For us to best assist your request, include the following:
- Policy number
- Endorsement effective date
- Description of the transaction request
- For policy reinstatements, please also include why the policy should be reinstated.
The Service Level Agreement for responding to the request is 24 business hours. To request a policy change, contact us through chat or webform.