Review, Edit, Delete & Issue Cancellation Endorsements

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

Applies to:

  • Producers [/ Underwriters]
  • Assistants
Last Updated: January 2021

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

  • After creating a Cancellation Endorsement (See Article), 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.


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.


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.