We've added a "status" for each endorsement, so agencies can manage endorsements that need follow-ups. When you enter an endorsement, set the correct status, follow-up date, and person.

Then from the main navigation menu, under "MISCELLANEOUS" --> "Endorsements" --> "Endorsements/Fees/Taxes", you can see a "List of [your] Endorsements" and filter through them by "Status."

We will add alerts and reminders on the follow-up date.