InsuredMine CRM | Optimize and Grow Your Insurance Agency

Cancel/Renew the policy

Description: Option to Cancel or Renew any policy.

Benefit: Assist in granting the authority to renew and cancel the policy.

Navigation: 

  • Navigate to the Policies module.
  • Select a policy.
  • Click on Cancel policy. A success message will appear.\"\"
  • Should you want to reactivate the policy, click on Activate Policy. A success message will appear.

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