Policy Cancel
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. |
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See Also: Member Marketing, Groups