Before you begin
Track each coverage addition or restriction instead of assuming it is part of the base policy.
Your entries are not submittedThis worksheet runs in your browser. Print it, save it as a PDF, or copy the notes into your own secure records.
Endorsement Review Checklist
| Done | Item and purpose | Your notes |
|---|---|---|
| Endorsement name and number Copy the exact form identifier from the quote or policy. | ||
| Purpose State the gap or restriction the endorsement addresses. | ||
| Included or optional Mark whether the quoted premium already includes it. | ||
| Limit Record any separate dollar or percentage limit. | ||
| Deductible Check for a separate deductible. | ||
| Trigger Note what event or condition must occur. | ||
| Exclusions Read what the endorsement still does not cover. | ||
| State availability Confirm the form is available for this property and jurisdiction. | ||
| Price Record the incremental premium when provided. | ||
| Source page Save the actual endorsement wording with the worksheet. |
How to finish the review
- Mark uncertain answers instead of guessing.
- Attach the quote, declarations page, and form or endorsement that supports each answer.
- Ask the agent or carrier to resolve differences in writing.
- Repeat the same fields for every quote so price is compared on equal terms.