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Koffyr Documentation

Endorsement requests — tracking policy changes with your carrier

Who this is for

Section titled “Who this is for”

Agency producers, managers, and CSRs who need to request a mid-term policy change with the carrier. Examples: adding an additional insured, adding a vehicle, changing limits, updating an address, or changing payroll.

Before you start

Section titled “Before you start”

You need an active policy in Koffyr for the insured whose policy you are changing. Endorsement requests are available from the Endorsements page in the sidebar.

Step-by-step

Section titled “Step-by-step”

Start a new endorsement:

  1. Click Endorsements in the sidebar.
  2. Click + New Endorsement in the page header.
  3. Step 1 — Insured and policy: Search for the insured, then select the active policy to be endorsed.
  4. Step 2 — Change type and description: Select the type of change from the list below and fill in the relevant fields (the form shows only the fields that apply to your selection):
    • Add Additional Insured — name, address, and relationship to the insured
    • Add vehicle — VIN, year, make, model, primary use, and garaging ZIP code
    • Change limits — new general liability limit and/or new umbrella limit
    • Update address — new street, city, state, and ZIP code
    • Change payroll — new estimated annual payroll
    • Other — a free-text description of the change needed
  5. Add a requested effective date and an overall description of the change.
  6. Step 3 — Confirm: Review the details and click Submit to create the endorsement request.

Track an endorsement through the carrier:

  1. From the Endorsements list, click any row to open the full request detail page.
  2. The workflow stepper shows the current stage. As you work with the carrier, advance the request:
    • Click Submit to carrier once you have sent the change request to the carrier.
    • Click Carrier acknowledged once the carrier confirms they are processing it.
    • Click Carrier responded when the carrier sends back their decision.
    • Click Mark complete if the carrier approved the endorsement.
    • Click Carrier rejected (confirmation required) if the carrier declined.
  3. Use Cancel request at any stage before the carrier responds to withdraw the request.

What happens next

Section titled “What happens next”
  • After submitting, the endorsement request appears in your Endorsements list at the Change requested stage.
  • The insured sees a friendly status view showing the current stage in plain language (for example, “Sent to carrier” instead of “Submitted to carrier”).
  • When the endorsement is complete or rejected, the request moves to a terminal state and stays visible in your archive.

Troubleshooting

Section titled “Troubleshooting”

I don’t see the endorsement I just created. The Endorsements page filters by template category. If you created the request using a legacy bundle, it may appear under Other Requests instead.

The wrong fields appeared for my change type. The form displays fields based on the change type you selected. If you selected the wrong type, cancel the request and create a new one.

Section titled “Related”

Last verified: 2026-05-27