Depending on the type of policy change, agents can request endorsements through the Agent Portal, our webform, or Live Chat. The Openly team will respond within 24 business hours of receiving the request.
In-Portal Endorsements
To initiate an endorsement, open the policy and select Policy Actions. The Review tab shows the requested changes. Select Issue to submit the request. Agents can submit the following policy changes in the Agent Portal.
- Contact Information & Mailing Address
- Insured Parties
- Payment Method
- Policy Effective Date
- Mortgagee details
- Agent of Record
Note: To collect mid-term endorsement payments or send an ePay link directly to a client, navigate to the Billing tab in the Agent Dashboard and select the Pay Now button to generate and transmit the link yourself.
To ensure efficient processing, please include:
- Policy number
- Requested endorsement effective date
- Detailed description of the transaction
- Specific reason for reinstatement (for policy reinstatement requests)
For further assistance, contact us via our webform or Live Chat.