Cancelling a Policy

  1. Once the carrier sends the Cancellation Endorsement, go to Create >> Select Cancel/Reinstate Endorsement.
    2. Cancellation Endorsement
  2. Search for the account using the policy number or insured’s name >> Select the applicable result >> Click Continue.
    3. account
  3. The Effective Date and Reason should already be listed, confirm that they are accurate >> Click Continue.
    4. Reason
  4. Confirm/Update the Premium and Taxes/Fees listed to match the information shown on the Cancellation Endorsement >> Click Continue.
    5. Premium
  5. Click Attach Cancellation.
    6. Cancellation
  6. Attach the Cancellation Endorsement.
    1. Click on the plus sign icon next to the CAN section.
      2. CAN
    2. Click Browse >> Select the Canc Endt >> Once attached, click Continue.
      3. CAN
    3. For the Type, select Cancellation-Reinstatement Endorsement >> Click Continue.
      4. CAN
  7. Click Continue.
    8. Continue
  8. Confirm the information >> Check the Policy and Accounting Information verified box >> Click Continue.
    9. confirm
  9. Click Bypass on the Send to Carrier page, as there is nothing to send to the carrier (we already have the Canc Endt).
    10. Bypass
  10. Send the Cancellation Endorsement to the agent.
    1. Click on the ‘To’ link >> Select the agent’s email address.
    2. If needed, copy any additional recipients.
    3. Click Continue to send the Cancellation and mark the policy as Cancelled in EI.
      4. Continue