Self-Endorsement Training

Self-Endorsement Training. Geico Insurance Agency, LLC.

Self-Endorsements. Allows broker to submit quote indications on accounts Allows broker to submit endorsement requests on accounts Guarantee quicker turn around time for requests Some changes are able to be processed through immediately and some changes allow broker to see premium indication immediately.

Searching a customer in PURE Online:.

Home Endorsements:. Common endorsements we will test Add/change mortgagee Increase deductible Add protection credit.

Add/changing a mortgage:.

Changing AOP deductible:.

Add protection credit:.

Excess endorsements:. Common endorsements we will test: Add location Increase limit Add operator.

Adding a location:.

Increasing excess limit:.

Adding an operator:.

Collection Endorsements:. Common endorsements we will test: Add/remove item Add safe credit.

Adding an item:.

Adding safe credit:.

Helpful Resources:.

Uploading a document.

Helpful Tips:. If endorsement request requires review by the service team, it is helpful to include all necessary details in the original referral to avoid back and forth Upload supporting documentation when request is submitted (appraisal for jewelry item, trust questionnaire, alarm cert, etc.).

Caveats:. Brokers are not able to process endorsements prior to renewals or already processed endorsements in the system Ex. Renewal processed effective 12/15/2021, broker needs to add jewelry item effective 12/13/2021, this will need to be emailed in to the service team for processing Brokers are not able to backdate changes over 7 days Ex. Insured purchased a new vehicle 12/01/2021, informed broker on 12/14 of change needed, will require review/approval by service team since over 7 days Pending endorsements will automatically be deleted from the system after 14 days if a hold is not placed.