LPR Request

1. If an agent sends in an LPR Request, look up the provided policy number/insured to confirm the policy details.
1. Go to Find >> Select Insured.

2. Enter the policy number/insured’s name >> Click Search >> Select the policy.

3. Confirm the policy details to verify the correct policy is being cancelled.

2. Once the policy details have been confirmed, go to Create >> Select Cancellation Notice.

3. Search for the policy using the policy number/insured’s name.

1. Select the policy >> Click Continue.

4. Enter the Cancellation Effective Date requested >> Select ‘Insured Request’ for the Reason >> Click Attach Notice.

5. Attach the cancellation request from the agent/insured.
1. Click on the plus sign icon next to the NOC section.

2. Click Browse >> Select the LPR Request >> Click Continue.

3. For the Type, select Cancellation Notice >> Click Continue.

6. Once the request is attached, click Send to forward it to the carrier.

7. Send the LPR Request to the carrier.
1. Click on the ‘To’ link >> Select the carrier’s email address.

2. Click Send.

8. Go to Find >> Insured >> Look up the policy again to confirm the Status is ‘Pending Cancellation’.

*When the policy is opened, it should show the pending cancellation effective date and reason.