How do I add or remove a driver midterm on the Cover Whale Platform?

Last Updated 8/1/2024

Adding a driver midterm is straightforward with the Cover Whale Platform. Follow these steps:

1. Click Create Endorsement.
2. Enter the Effective Date and click Create Endorsement.
3. Scroll down to Drivers. If removing a driver, you would select the "Remove" button. If adding, click Add Driver.
4. Fill in the required information and click Continue.
5. Scroll to the bottom of the page and click Review.
6. Read and agree to the Terms and then click Request Quote. 
   

You’ll want to be certain that all accidents and violations are disclosed and that the driver name, license number, license state, and date of birth are all entered correctly for quote accuracy and bind verification purposes.

Just remember - all changes made during the policy term will need to be finished with binders.

Here's how to request a bind:

1. Click Request to Bind.
2. Read and agree to the Terms and then type your name to authorize and approve and then click Request to Bind.
3. Our system will instantly bind those changes and email the binding documents directly to the agent. 
4. And that's it - You're done!

Additional MVR resources and Cover Whale driver guidelines are located in these helpful articles below:

How can agents pull motor vehicle records (MVRs)?

What is considered a minor or a major violation?

Driver Eligibility Guidelines