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.
To make a payment or send an ePay link for a mid-term endorsement, click the Pay Now button on the Billing tab. For further assistance please reach out to the Customer Experience team.
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.