Cancellation Provisions

Steps in canceling a policy:

1. TRY TO SAVE IT! Every account lost is less agency income to support the operation of this agency and each of our salaries.
2. For every policy to be canceled we much have a signed Cancellation / Policy Release form that is signed by the insured saved in the client file in Ezlynx. This is per policy, not per client. One client has 3 policies that are being canceled, then 3 cancellation forms.
3. Check the payment method for the policy. If some sort of automatic payments is set up, cancel this first.
4. If there is an option to cancel online, use that.
5. If no option to cancel online, then email or call the appropriate department requesting cancellation. If emailing, send a copy of the signed cancel form.
6. Set up a reminder for a few days to make sure the policy cancels. If it does not, see why not.