Cancel a Policy
Use Cancellation to cancel a customer policy.
To cancel a customer policy:
- From the Customer Center, select the customer you want to edit.
- From the sidebar menu select Views > Policies.
- Highlight the policy in the list, and then click the Cancel icon from the toolbar.
- Complete the Cancellation form and click OK. You are returned to the Policy Information data entry form. The new cancellation transaction appears.
Field | What is this? | ||||||||||||||||||||||||||||||
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Transaction |
The Transaction populates with the type of Cancellation Request, but can be changed. |
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Effective Date |
Type or use the Date Picker to select the appropriate cancellation Effective Date. |
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Reason |
Select the Reason for the cancellation from the list.
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Description |
This field defaults to the cancellation type that is selected in the Transaction field. If necessary, change the description that you want to print on the Invoice, Statement, and other forms, as well as appear in the Customer Register and other views throughout AMS360. |
What's Next?
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.