Reviewing, Issuing, Editing & Deleting Cancellation Endorsements

Review, Issue, Edit & Delete Cancellation Endorsements in the Endorsement tab of a Policy

Last Updated: January 2022

This article explains how to Review, Issue, Edit & Delete Cancellation Endorsements in the Endorsement tab of a Policy 

• After creating a Cancellation Endorsement, its status displays in the Endorsement tab of a Policy as Pending Cancellation.
• You can review or revise the invoice line items, or issue the cancellation. Policies can be reinstated after they are cancelled.

Reviewing a Cancellation Endorsement

• Under the Pending Cancellation status, click Show/Hide Invoice Items.

The invoice line items expand and display the premium, taxes, and fees.

Issuing a Cancellation Endorsement

1. On the right, click Issue.
2. An Issue this Endorsement? (cannot be undone) confirmation pop-up displays. Click OK.
3. The Endorsement’s status is updated to Issued Cancellation, the Policy’s status is updated to Cancelled, and copies of the cancellation and invoice are auto-generated in the Documents tab.
   
   

Editing a Cancellation Endorsement

• On the right, click Edit to make changes to the Endorsement.

Deleting a Cancellation Endorsement

1. On the right, click Delete.
2. A Delete this Endorsement? (cannot be undone) confirmation pop-up displays. Click OK.

The endorsement is deleted.