Cancellation Endorsements

  1. Go to Create >> Select Cancel/Reinstate Endorsement.
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  2. Enter the policy number (or insured’s name) >> Click Search.
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  3. Select the applicable result >> Click Continue.
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  4. Confirm the Effective Date of the Cancellation >> Click Continue.
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  5. The Return Premium will automatically be calculated; scroll down and click Continue.
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  6. Click Issue Endorsement.
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  7. The Endorsement Text will automatically pre-fill. Click View Endorsement to confirm everything looks good >> Click Continue Processing.
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  8. Confirm the Policy and Accounting information is correct >> Check the verification box >> Click Continue.
  9. Send a copy of the Cancellation Endorsement to the carrier.
    1. Click on the ‘To’ link and select the applicable email address.
    2. If needed, send a copy to yourself or the UW.
    3. Click Continue.
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  10. Send the Cancellation Endorsement to the agent.
    1. Click on the ‘To’ link and select the agent’s email.
    2. If needed, send a copy to yourself or the UW.
    3. Click Continue.
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