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            Policy Endorsements and Versioning

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            Policy Endorsements and Versioning

            An endorsement represents a midterm change to an issued insurance policy. Endorsements are handled by versioning the policy, allowing the system to preserve the policy state before and after the change.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled

            When you initiate an endorsement, the system creates a new draft policy version with the Policy Stage set to Draft Endorse. The draft is a copy of the currently issued policy and represents the policy undergoing change. You can add or remove insured assets, insured participants, coverages, and associated taxes and fees (modeled as surcharges).

            When you issue the endorsed policy:

            • The original policy version is updated to end one day before the endorsement effective date
            • The endorsed version becomes the active policy version from the endorsement date onward
            • Transactions and transaction details are generated for the endorsement

            Together, the original version and the endorsed version represent the complete policy across time.

            Supported and Unsupported Endorsements

            Supported (Spring ’26):

            • Addition or removal of assets, participants, or coverages
            • Addition or removal of taxes and fees associated with newly added components
            • Billing of endorsed components after sending the endorsement transaction to billing

            Not Supported Yet:

            • Price adjustments to existing coverages, assets, or surcharges (for example, changing a premium due to an attribute or benefit change)
            Note
            Note Transactions and transaction details are still created for price adjustment endorsements, but sending them to billing results in an error because billing information for the adjusted version isn’t generated yet.
            • Example: Adding a New Asset Midterm
              Petromax Carburettor has an issued Commercial Liability policy (MX430-1121) effective from 1 Jan 2026 to 31 Dec 2026. On 15 Mar 2026, Petromax purchases a new machine, High Speed Twister MC, and requests coverage for Product Liability.
            • Understand Endorsement Transactions and Billing
              Insurance Policy Transactions and Transaction Details generated by endorsements represent the financial impact of the midterm change and serve as the bridge to billing.
             
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