Acronyms
Endorsement Steps
C & R
Endorsement Comments
Potpourri
100

The abbreviation for "endorsement"

What is ENDT?

100

To begin an endorsement in Esteem, you click this option under More Actions

What is Endorse?

100

The two most common reasons for cancellation

What are Insured Request and Nonpayment?

100

One for each change being made

How many endorsement comments should you have?

100

Favorite food is mozzarella sticks

Who is Aaron?
200

LPR stands for

What is Lost Policy Release form?
200

This option allows you to review forms and generate an endorsement specimen

What is View Policy Package?

200

Most common reinstatement reason selected in Esteem

What is Payment Received?

200

The type of change for removing something from a policy

What is Deleting?

200

These are post-bind transactions that amend or change a current policy

What are Endorsements?

300

AP and RP stand for

Additional Premium and Return Premium

300

Endorsements cannot be performed on top of these tasks

What are Open (Quoted or Submitted) tasks?

300

The type of cancellation that requires management approval

What is Flat Cancellation?

300

The types of endorsement changes that will autofill when selected

What are Named Insured and Mailing Address changes?

300

Favorite musician is Noah Kahan

Who is Shania?

400

The NI refers to

What is Named Insured?

400

This button is selected to replace Endorsement documents in EDM

What is the Swap button?

400

The billing type you don't send cancellation credit memos for

What are Direct Billed cancellations?

400

The three types of endorsement changes

What are Adding, Deleting, and Amending?

400

Endorsements that change policy premium due to exposure or coverage changes

What are premium-bearing endorsements?

500

The abbreviation of an entity that is added to the insured's liability and extends coverage for risks rising out of the insured's operations

What is an AI (Additional Insured)?

500

These two forms must always be retained when cleaning up an endorsement

What are the CSIA411 and CSIA501?

500

Waiting 5 business days for a response

What is the length of time given for agency response on Premium Finance Cancellations?

500

The quick user guide to refer to the most common endorsement comments

What are Endorsements at a Glance?

500

Rachael Mefford works under this Team Lead

Who is James Rowland?