Midterm Changes Search Client in CRM > Select “Details” > Select “Select Action” dropdown for the following options
Download Policy & Receipt
Email Receipt to Client
Pay in Full
Submit a Claim
Instant Changes and Portal Cancellation (Tenants Only)
Generate Additional Insured COI - All of our commercial products (excluding Retail and Course of Construction) include a blanket AI endorsement on CGL - underwriting approval not required
Create an Extension (Course of Construction) - Instantly quote and complete an extension for up to 18 months of total coverage. Please submit any extension requests 18-24 months to underwriting