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welcome to the change of course for policy endorsement tutorial in this tutorial you will learn how to create and verify requests for policy endorsements in Easy links change requests can come from the carrier your client via Client Center and you as an agent on behalf of your client change requests are a good way to track and help you hold yourself accountable to ensure the endorsement is complete for the insured please note this process is mainly for manual policies but can be used for downloading policies as well for downloading policies if there is an exact match between the request and the endorsement the system will automatically confirm the change and add the premium if there is an open task make sure to manually close it once the download comes in if the endorsement is not an exact match a manager system admin must find and match the policy manually from the unmatched folder to learn how to work the unmatched folder please watch working a match policy downloads video so letamp
