How Do I Change the Policy Mailing Address?

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 Customer Experience Team using chat or our webform.

To update information for a party:

1. Search for any issued policy, then click Manage. 

2. Select New Transaction.

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

4. Go to the Parties tab.

5. Update the desired parties' information by clicking Edit, or you can delete a party that is no longer needed.

To add a new party:

1. Search for any issued policy, then click Manage. 

2. Select New Transaction.

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

4. Go to the Parties tab.

5. Click + under the party type and enter the necessary details for the new party. Click Save.

6. After all edits are complete, click Next.

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 Documents tab of the policy.

For further assistance, contact us via our webform or Live Chat.