Cancel, Customer or Underwriting Request

Procedure Sheet

Underwriting & Customer Request Cancellation

This procedure sheet is to be followed whenever a policy is canceled at a customer’s request,

or by the company due to some underwriting reason.

1. Pull the folder and check UIPP to see if the policy is “Paid in Full” or Account Current. If so Give to Jerry the Request and the folder



2. If the status is Past Due, Intent, Cancel Request Pending or Cancel Request Sent; then give the paperwork and folder to who ever is handling U.I.P.P.

3. UIPP should Change Status to Cancel Request Sent

4. Next find the Cancelation Hanging and compute and mark cancelation figures

Notice 11/17/11