Issue an Out-of-Sequence Endorsement

Create endorsements for transactions that have an effective date prior to the effective date of another active transaction on the same policy. All the backdated changes are automatically applied on top of existing policy endorsements within the term of the policy.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.

How: Specify an effective date in the Modify Policy window that is before the effective date of another transaction on the policy.