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Showing articles from cancellation tag

Reinstatement process

Reinstatement process Once a registered letter has been sent to a customer, there may be some scenarios that require you to reinstate the policy. Here is an example: * There is a policy pending registered letter cancellation as the customer has not made a payment. * The policy is indicated by the yellow fo…

Cancellations

How to cancel a policy in bond * Open the customer profile in bond * If the policy you are cancelling is not displayed in the policy card section, click on the policy icon and select the policy you would like to cancel. * Once the respective policy has been selected, click on the “Cancel Policy” action butt…

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