Notices of Cancellation and Non-Renewal are issued or rescinded through the Endorsement tab of a Policy
Applies to:
- Producers [/ Underwriters]
- Assistants
Last Updated: September 2020
This article explains how to issue and rescind Notices of Cancellation and Notices of Non-Renewal from the Endorsements tab of a Policy
After notices are issued or rescinded, the details are updated on the Endorsements tab and related documents are auto-generated under the Documents tab.
There are four parts to this article
- Issuing a Notice of Cancellation (NOC)
- Issuing a Notice of Non-Renewal
- Rescinding an NOC or Notice of Non-Renewal
- Viewing Auto-Generated Documents
Issuing a Notice of Cancellation (NOC)
- Navigate to a policy and select the Endorsements tab.
- On the left, click Issue NOC.
The Notice of Cancellation pop-up opens.
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In the Cancellation Reason field, use the drop-down to select an option.
-
Fill in the Cancellation Reason Details field.
- Ensure the Cancellation Effective Date is correct.
- Click Save.
The Notice of Cancellation is listed on the Endorsements tab below Notices.
Issuing a Notice of Non-Renewal
- Navigate to a policy and select the Endorsements tab.
- On the left, click Issue Non-Renewal.
The Notice of Non-Renewal pop-up opens.
- In the Non-Renewal Reason field, use the drop-down to select an option.
- Fill in the Non-Renewal Reason Details field.
- Click Save.
The Notice of Non-Renewal is listed on the Endorsements tab below Notices.
Rescinding an NOC or Non-Renewal
- Navigate to a policy and select the Endorsements tab.
- To the right of the NOC or Non-Renewal, click Rescind.
The Rescind Notice pop-up opens.
- In the Reason field, use the drop-down to select an option.
- Fill in the Reason Details field.
- Click Rescind.
- Below Notices, the notice’s status displays as Rescinded.
Viewing Auto-Generated Documents
- After issuing or rescinding a notice of cancellation or non-renewal, click the Documents tab to view the auto-generated endorsement documents.
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