Cancellations

1. From Home Base, click Clients & Files.
2. From the dropdown menu above the list, click Customers.
3. Select the appropriate customer and click Policies.
4. Highlight the policy you need to cancel, click Options, and select Cancellations.
5. Click Yes when asked if this is a new cancellation for this client. If a cancellation already exists, click File, Add, and click Yes on the New Cancellation dialog box.
6. The Cancellation Date always defaults to the current system date. Change this date to the correct cancellation date. The remaining fields pull default information from the Billing screen and application(s).
7. Review each tab and complete the appropriate fields.
   • Information: Policy information defaults onto this screen from the application. Review it to ensure everything is accurate.
   • Release Statement
   • 1. Determine whether this is a Cancellation Request (Policy Attached) or Policy Release (Policy not Attached).
     2. If applicable, enter names in the following two fields. Designate each name as a Lienholder, Mortgagee, or Loss Payee.
   • Cancellation Request: Make the appropriate selections regarding the Reason for Cancellation and Method of Cancellation, and add Remarks if necessary.
   • Distribution
   • 1. To specify where the form should be sent, double click the Lienholder # field to select from a list of lienholders already in your system. Choose the desired lienholder and click OK.
     1. • To add a lienholder from this screen, enter a new seven-character code and click Add. Fill out the lienholder's information on the Lienholders screen that displays and click OK. The lienholder is now added to your Lienholder List and the information is entered on the form.
        • You can also bypass the Code field and enter the lienholder's information directly on the Distribution tab if you do not wish to add this lienholder to your system.
     2. Select any of the checkboxes on the right that apply to this lienholder.
   • Notes: In order to add information to the Notes tab, you need to click the Add button below the button bar. After you have typed the body of the note, click Add again if you wish to add another note. The notes do not print as part of the form; they print separately.
8. Click File, Save to save your changes.
9. Click File, Print.
10. Make the appropriate selections on the Print/Communication window.
    1. The date defaults to the current system date but can be changed if necessary.
    2. To change the Producer, double click in the field and make the appropriate selection. Delete the contents of the Producer field if you do not want the producer's name to print on the binder.
    3. To change the Company, double click in the field and make the appropriate selection. Delete the contents of the Company field if you do not want the company's name to print on the binder.
    4. To add a signature, double click the Signature field to choose from available signature files.
11. Queue the form for printing, Print it immediately, or Preview it before printing.
12. Select the appropriate Printer from the dropdown list.
    Note: Click Printer Setup and make any necessary changes if you need to amend the settings for the selected printer.
13. Once you have finished filling out the screen, click OK.
14. You may be prompted to fill out an activity. Fill out the activity detail, click OK, and click Yes to confirm the activity entry.
15. Click File > Exit.