Revised 4/9/01

CANCELLATION RECEIVED FROM COMPANY

***We have requested the policy to be cancelled***

1. When hard copy of the cancellation is received from the company.
2. Click on Client
3. Enter Client number
4. (all screens should have been cancelled when the LPR was sent to the company, but verify status is CAN and term indicates last actual days in force)
5. Verify premium matches term.
6. Select option (bottom of the screen)
7. Select Current Application
8. Select option (top of the screen)
9. Move to History
10. Date =  date of cancellation
11. Description = Company, Policy Type, Canc
12. OK
13. Click on activities
14. Highlight the "CANC" activity
15. Review to see why policy cancelled. Highlight reason and press Ctl + C
16. Close the activity.
17. Now you need to add another activity that states we received the cancel notice back from the company.
18. Click on add (radio bar) Click on add (radio bar)
19. Category: "CANP"
20. Tab to the description
21. Description: Date of Cancellation, company, policy type, cancelled
22. Amount: Enter Annual Premium
23. Note: Enter policy #, then press Ctl +V to paste the reason for cancel. If refund check indicate check# and amount, what you did with check
24. Leave the "CANP" activity open  for 120 days to follow up to the operator or receptionist in the appropriate office
25. When the120 day follow-up comes to the operator, close CANP activity.
26. Add TFIL activity
27. Click on add (radio bar)
28. Category: "TFIL"
29. Tab to description
30. Description: Datefiled deadfile
31. Amount: Leave blank
32. Note: Insured is no longer with agency datefiled whole dead file.
33. Activity is left open to DP for next day for clean up.