Please Note: Your screen may look slightly different.
VIEW & PRINT
Using the View and Print option
"View and Print" allows you to view all the past policies that were created on any given date. You also have the opportunity to reprint the member's application, and in some cases, (dependent upon your access) do an endorsement or a cancellation.
ENDORSEMENTS
How to make an endorsement on a policy (i.e. update a vehicle/address/correct a name):
  1. Click on View & Print.
  2. Change the date range along the top to view when the policy was originally created and click display.
  3. Once you see the policy holders' name, click on the edit button (green pencil) on the right side of the policy holders' information.
  4. Make necessary changes and click Submit Endorsement along the top.
  5. The endorsement becomes effective immediately and you may now reprint the application.
NOTE: Do not send anything to NSD as we have already received the change.
 
CANCELLATIONS
How to flat cancel a policy:
  1. Click on View & Print.
  2. Change the date range along the top to view when the policy was originally created and click display.
  3. Once you see the policy holders' name, click on the delete button (red circle with white "x") which is located to the right of the policy holders' information.
  4. Enter in the cancellation date, choose a reason, and click continue. The policy is now cancelled.
NOTE: If you are canceling the policy on the same day, the policy will be completely removed from the system like it never happened.
If the cancelled policy has been in the system over-night, the policy will now be highlighted in red. Any money that we draft or have already drafted for this policy will be returned to your agency the following month in check form.