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welcome to epic tip how to endorse a policy in epic my name is Laura Hamilton and I am an epic trainer here at allegiance insurance and I went into the carrier websites and I made an auto change so now Iamp;#39;m going to come back into epic Iamp;#39;m going to locate my clients Iamp;#39;m going to highlight the auto policy click on actions endorsed revise existing line we always want to use endorse revise existing line we get a pop-up that asks us what the effective date of the changes and the description so weamp;#39;re going to add in our description so we are going to add a 2017 Mercedes weamp;#39;re going to click detail you know open up the policy an activity is generated that we are endorsing the policy this one is already set to be closed because weamp;#39;re going to follow up on the follow up on download activity weamp;#39;re going to click finish weamp;#39;re going to close out of this policy by clicking the X over to the left weamp;#39;re going to change it to yes
