Cancellation Request / Policy Release
Inputting:
1. Find the customer on the Client Services screen.
2. Click on the appropriate policy.
3. There are 2 ways to access the Cancellation Request.
4. 1st: Click on the FORMS button located two-thirds down on the screen.
5. 2nd: From the Functions menu at the top of the screen, select "Forms Printing".
6. From the Forms window, click on "Cancellation Request".
7. Tab through the form and complete the necessary fields.
8. When finished inputting, be sure to SAVE.
To Retrieve a Saved Cancellation Request
1. Find your customer in Client Services.
2. Click on the SAVED FORMS button at the bottom of the screen and select "Cancellation Request".
3. A window will appear displaying all saved Cancellation Requests. Click once on the item you need from the list and the form will be brought up.