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Keeping track of a policy change request

What to record when you ask for a correction or endorsement.

General guidance. Use the relevant insurer's current documents for the terms that apply to your policy.

Record the request and wait for confirmation

Keep the request reference, date and supplied details. A submitted request, broker acknowledgement and insurer-issued endorsement are separate events. Rely on the final insurer document.

Keeping track of a policy change request | APS Insurance