Once a policy has been cancelled, it is no longer in effect as of the listed cancellation date.

Additional Information

Additional panels and fields may have been added to the form relating specifically to this Transaction Type and Status.  Please review the form to determine if any new options are available or if any additional information must be provided.

If there are any difficulties completing the additional information, check to the right of the panel headers or field names for help icons .  Clicking the help icon provides additional information on the panel or field.

If further assistance is required, please contact your Insurance Representative.

Actions

While navigating through the workflow, the system performs a series of validations in the background.  The validations may display errors, warnings, or messages with additional information.

•    If any required information for the current screen is incorrect or incomplete, an error message is shown at the top of the form, detailing what must be changed before proceeding.  Make any necessary corrections and click Next or Save & Refresh to validate the information again.

While in Cancelled status, the following actions are available:

•    Click Reinstate to begin the process of restoring the policy.  If multiple terms have been cancelled, the earliest cancelled term must be reinstated first.

1.   Click Reinstate to begin the process of cancelling the policy.  The Reinstate window opens.

2.   Select a Reinstatement Reason.

3.   Click Next to proceed, or click Cancel to back out of the Reinstatement window and return to the Cancelled transaction.

4.   On clicking Next, the status changes to Reinstatement - Quoted.  The Reinstatement Reason is available in the Policy Information detail window.  Proceed to the section on Reinstatement - Quoted Policies.

•    Click Copy to create a new submission with similar information to the current submission.  Depending on settings in the product, individual fields may copy the value from the source transaction, reset to their default values, or be left blank.  The insurer, distributor, and client details are updated to the most recent details stored in the system.  The new submission has the Incomplete status as a New Business transaction.  Proceed to the section on Incomplete Submissions.

•    Click Unlock to re-enable a locked transaction.

•    The Print Document and Compose E-mail options become available if any document templates or e-mail templates, respectively, are currently available.  See the sections on Printing Documents and Sending and Managing E-mails.