Endorsements

Using the 'Endorsement' step in the builder to create endorsement rules for quotes

The 'Endorsement' step allows you to set rules that add flags so you can customise terms or policy wording in documents attached to a quote.

The Endorsements step

How might you use the 'Endorsement' step?

If you were building a pricing model for insurance, there may be certain quotes or customers that you want to agree to different terms with, or provide with alternative policy wording and documentation.

For example, you may want to insist that owners insuring a classic car must keep their vehicle in a garage at all times, but only offer policy wording to this effect exclusively for them.

You can then pass details of the endorsement back to your policy management system using API Webhooks so you serve each customer with the right documents.

1. Add a new endorsement

Once you've added the 'Endorsement' step and named it, like you will with any other step in the Build tool (more on that here), you'll need to add rules for which endorsement will apply to which quotes.

To get started, click the cog symbol in the top right of the 'Endorsements' step.

Once you've opened the step, click the 'ADD' button in the top right of endorsements table.

ADD button for new endorsements

2. Create your endorsement

There are three elements to each new endorsement you add, whether you're adding a new endorsement or editing an existing one.

Name

Give your endorsement a descriptive name. This identify the endorsement in your table, so make sure it's unique and easy to understand.

Value

Create an alphanumeric code that you can use to identify each new endorsement. This is what you would pass these back to your policy management system via API Webhooks.

In the example below, the value has been set as G1

Expression

Write an expression to determine which quotes are offered the endorsement. This will need to include which data input(s) you want to be looking at, and the conditions that you use to offer a specific endorsement.

Here's an example of how you would structure an expression using the vehicle's age of manufacture, to ensure that vehicles manufactured before 1980 are treated as classic vehicles:

{{vehicle_year_of_manufacture}}<1980

To learn how to structure your expression in more detail, debug and to see the full glossary, check out our full page on Syntax.

Add new endorsement dialogue

3. Save your endorsement

Once you're happy with the endorsement you've added, just press the 'Save' button in the bottom right of the modal and you're ready to add more endorsements to the table if you want to.

Save endorsement button

4. Add, edit or delete endorsements

To add more new endorsements, repeat the steps above. Alternatively, you can edit and delete endorsements you've already added.

To bulk edit all endorsements, you can use the buttons to the top left of the endorsements table download as a CSV, edit and then re-upload your endorsements table.

Upload and download buttons

5. Save the step

Once you're happy with all of the endorsements in your table, just press the 'Save' button in the top right of the screen. You're now ready to head back to the 'Build' screen.

Save step button