✔️Build your rules in order e.g. 
Build your document generation rules at the end as you would need the endorsement to be applied and attached before the documents are generated.

✔️Build your rules under “Any Type” instead of specific records
This makes it easier to manage. You can do this by adding a formula to the condition to only trigger for certain records.

✔️Build your email templates directly into your rules
This allows for more flexibility. The email templates outside the rule builder are limited regarding the dynamic fields that can be used

✔️Build your rules under specific insurers 
This is in case there is ever a second or change of insurer on the scheme