Workflow · Endorsements

Endorsements. Doux it.

Policy changes turned into clean carrier submissions, chased until issued and filed when they land. Endorsement processing for independent insurance agencies.

Without Doux

Add a truck. Drop a driver. Change an address. Three emails. Two portals. One forgotten follow-up. One very unhappy client.

With Doux

The request becomes a clean change. Submitted to the carrier. Chased until it’s issued. Filed the minute it lands.

How it runs.

  1. Reads the change request, however it arrives.
  2. Pulls the policy and writes the exact change.
  3. Submits it to the carrier, through the portal or by email.
  4. Follows up on schedule until the endorsement is issued.
  5. Files the endorsement and tells the client it’s done.

What it touches.

Carrier portalsVehicle and driver changesAddress and limit changesAgency management system

More workflows.