How Do I Update Parties On an Issued Policy?

The following parties' information can be updated via a change endorsement

  • The mailing address of an existing Human Named Insured or Legal Entity Named Insured 

  • The addition of, deletion of, or editing of Non-Resident Trustees

  • The addition of, deletion of, or editing of Other Household Members 

  • The addition of, deletion of, or editing of Additional Interests 

Any other changes must be requested via our Service Team via chat or webform.

Updating information for a party

1. Search for a policy and click Manage

2. Select New Transaction.

3. Choose Change Endorsement, select an effective date, and click Create.

Create a new transaction

4. Go to the Parties tab.

5. Update the desired parties' information by clicking Edit or delete a party no longer needed.

6. Click Save, then click Next.

7. The Review screen will show the proposed changes. If everything is accurate, issue the change. If you need further edits, select the Parties tab to return to the parties' information.

Adding a new party

1. Click +Additional. 

2. Enter the necessary details for the new party.

3. Click Save, then click Next.

4. The Review screen will show the proposed changes. If everything is accurate, issue the change. If you need further edits, select the Parties tab to return to the parties' information.

Once the transaction is issued, the declaration page will automatically be generated and available on the policy's Documents tab.

For Connecticut Policies

If the policy is for a dwelling in Connecticut, a third-party designation form (see below) must be filled out and uploaded to the policy documents. To learn how to upload required documents to the Portal, see How Do I Upload a Required Document?

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