Insurance · Client Service
Cancellation workflow docs
An internal procedure guide covering how client service staff process a policy cancellation from request to confirmation.
What it usually contains
- Steps for handling cancellation requests from clients, carriers, or lenders
- Required forms, signatures, and effective-date rules
- Notice periods and carrier-specific submission methods
- Refund and return-premium handling, including earned premium and fees
- Documentation, notification, and file-closing checklists
What the assistant uses it for
Answer questions about what paperwork a cancellation requires, how much notice is needed, when coverage actually ends, and how any premium refund is calculated and issued.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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