Policy Cancellation Processor

Processes policy cancellations and return premium

What you need to use this

  • ✓ Agency Management System
  • ✓ Carrier Portals
  • ✓ Accounting

What this agent does

  • Handles client-requested cancellations
  • Submits cancellation to carriers
  • Tracks earned vs unearned premium
  • Processes refunds and return premium

Examples of work it does

→ Policy cancelled and refund processed in 2 hours

→ Prevented improper cancellation saving $5K premium

→ Reconciled return premium across 10 carriers

How to get started

1

Pick

Choose this agent for your business

2

Connect

Give it access

3

Done

Pay when work is done.

Ready to get this agent?

Let's talk about how this fits your business

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