E-Broker 5.0 Help

Policy Cancel

Policy Cancel

Previous topic Next topic  

Policy Cancel

Previous topic Next topic  

                                                                         

Productivity Tip

In most cases, the policy status is adjusted automatically by running the various carrier downloads. They usually pass a policy status which we then map back to 'In force' or 'Cancelled' and update the record accordingly. However where you have business with a carrier who is not yet sufficiently enlightened to offer a download and in the case of Southern Cross (who do provide a download, but don't pass lapsed and cancelled contracts) you need to adjust things manually.

 

Cancel a Policy

1.Open up the policy record from the Business Screen
2.Change the status in the lower left hand as appropriate - Cancelled", 'Lapsed', Paid-up' etc...

3.Don't forget that if the client no longer has any In Force business with you, to lastly visit the Member Details screen and change them from Client Client to Client Ex-Client.
4.If they are now an Ex-Client, you will also need to adjust any marketing flags and Member Groups that you have them set for.

 

See Also: Member Marketing, Groups