The following instructions apply only to the Select Business Department:
- Add location and coverages in TAM.
- Call Underwriter &/or Service Center to confirm that location is acceptable to be added to policy & obtain confirmation via email.
If location cannot be added to current policy for any underwriting reason, then the property should be marketed as new business.
- Email endorsement request to appropriate Service Center/Endorsement Issuing Dept and cc the company underwriter.
- Follow up with Underwriter within 24 hours to confirm location is being added.
- Enter endorsement activity in TAM (use SE-1 code) and list all detailed information regarding change request in description box. Activity will automatically diary follow up for 30 days.
- If endorsement is not received from carrier within 30 days send 2nd request.
- When endorsement is received, close activity accordingly.
