What Endorsements Require a Service Request?

Openly's Customer Experience (CX) Team is here to help Monday through Friday, from 9 am to 8 pm ET!

A service request should be sent through our webform for the following policy changes:

Cancellations

Openly requires a signature from a Named Insured to cancel a policy. This can be either an electronic or traditional "wet" signature. In some cases, we may need additional documentation. To learn more about requesting a cancellation, click here.

Reinstatements

Reinstatement requests undergo a review of policy details, require premium payment, and, depending on the situation, could require a Statement of No Loss (SONL). Read further here to learn about requesting reinstatements.

Scheduling Items

Only policies for primary dwellings can have property scheduled. Documentation and a settlement method choice are required. Find out more about the requirements and options available here.

Interview Tab (Name or Address) Updates

The CX Team can modify certain information on the Interview tab. However, this data determines eligibility, so updates aren't always possible or might result in a premium change. Sometimes, a policy cancellation and rewrite may be necessary, such as changing a dwelling from Rental to Primary. For major life events—such as marriage, divorce, or the death of a First-Named Insured—we may request supporting documentation to swap, add, or remove an insured. Use our webform to make your request; we'll let you know what is needed!

Property Characteristics (Roof Material, Roof Year, Square Footage, etc.) Updates

Property Review tab questions can be changed in case of errors, roof replacements, or home renovations. Documentation and a review are required. To read more about roof year updates, see our article, Where Do I Enter Roof Age? and our Home Features and Underwriting section for information on other property characteristics.  

Third Party Designee Additions or Removals

This state-specific request is used when adding a Third Party Designee to a Connecticut policy for cancellation and non-renewal notifications. Once completed, the form must be submitted via webform for the endorsement and to upload to the policy documents. To download a copy of the form, see our article How Do I Update Parties on an Issued Policy?

A service request can be submitted through our webform or via Live Chat for the following policy changes: 

Coverage Quotes and Updates

When using Live Chat, note that you may be asked to submit complex requests through our webform during high-volume periods. This makes sure that your request is assigned to a team member quickly. To read more about our coverages, check out the Coverage Details area of Openly Help!

Parties Tab Changes

Agents can change some Parties tab types through the Agent Dashboard. To learn which can be changed and which require a service request, read our article, How Do I Update Parties on an Issued Policy? To read more about each party type, go here!

Auto in Agency

This discount applies when a policyholder has auto coverage and an Openly policy with your agency. We accept a copy of the Declarations Page sent in via webform or the policy number, carrier name, and term dates as proof. Learn more about Auto in Agency here!

Solar Panels and Dogs

Solar panels can be added to a policy with a request. For more information, click here.

Openly is happy to include dogs in a policy upon request, with no breed restrictions.

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