Send policy cancellation authorization and update client record
Send policy cancellation authorization and update client record
Your cancellation form submissions arrive unsigned, leaving agents unable to complete terminations and delaying billing. Get signatures sent and stored so agents can finalize cancellations same day.
Overview
When cancellation requests arrive unsigned, agents and billing staff waste time chasing authorizations and miss processing windows. This flow sends a templated e-document to the insured and records the signed document back to your intake table, enabling same-day cancellation completion and a clear audit trail.