Insurance Claims Clerk how-to

How to Process a Policy Endorsement

Endorsements keep coverage accurate.

Updated By the Career Education Institute Curriculum Team
Quick answer

Endorsements keep coverage accurate. In short: review; verify; check, then complete the remaining steps below.

Step by step

  1. Review the request.

  2. Verify authority.

  3. Check eligibility.

  4. Calculate premium change.

  5. Update the policy.

  6. Send documents.

Safety reminders for insurance claims clerks

  • Protect personal and health data
  • Report suspected fraud
  • Follow privacy rules
  • Use ergonomic setups

Claim · Policy · Policyholder · Coverage · Deductible · Endorsement: see the full insurance claims clerk glossary.

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