Cancellation Request/Policy Release

Use Cancellation to create a Cancellation Request/Policy Release form.

From any Center in AMS360:

  1. On the 360 Toolbox menu, click eForms.
  2. Search for and select a customer.
  3. In the eForms Manager, click Cancellations.

From Customer Center:

  1. Search for and select a customer.
  2. On the eForms menu, click Cancellation.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

The new form opens with the policy information prefilled. Verify the information in the form and make changes, if necessary. When finished, click Save & Close. The new Cancellation Request form appears in the Customer/Policy Transaction/Form Tree.

What's Next?

Do you need more information on printing or emailing the form? See eForms Manager Print Options or eForms Manager Email Options.

Do you need to send a Lost Policy Release? See eForms Manager for information on creating forms. See Activity/Suspense for more information on adding a follow up or logging an activity.