Loading
Insurance
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Issue an Out-of-Sequence Endorsement

          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.

           
          Loading
          Salesforce Help | Article