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Insurance
Endorsements (MTAs) Using the Quote and Policy UIs

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Endorsements (MTAs) Using the Quote and Policy UIs

For all endorsements (MTAs) to policies, your users can start out on the Policies UI.

  1. Go to the Policies list and open the policy you want to endorse.
  2. On the Actions panel, click the type of endorsement you want to make.
    The Coverages tab on the Policy record.
 
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