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Policy Cancellation Reasons

There are a number of different reasons why a policy would be cancelled. It could be that underwriting changed their minds about a risk and will no longer insure it. An insured could request a cancellation for quite a few different reasons; price, coverage, friend opened a new agency, etc. Or, you as an agent could decide that the client is no longer one that fits your agency and you decide to cancel or non renew them. You can now make note of all of these when cancelling a policy. 

 

If you navigate to the contact record, and then open up the policy you wish to cancel, you will see a big red "Cancel Policy" button. 

cancellation

 

After you click that button, you will see a number of different cancellation reasons. Three of those options (Underwriting Cancellation, Insured Cancellation, and Non-Renewal) have additional options to select from if you choose them. And that's it! Easy as that.

 

 

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