Cancellation on Renewal
If a policy is cancelled from the renewal date, the following will occur on the payment section in bond. Example: If the renewal premium was $1000, then the policy was cancelled on the renewal date, the return premium is $1000 and the payment will show like this: Once you have completed the cancellation an…
Underwriting Referrals
When a broker or customer is getting a quote in thru, with SGI, there may be occasions where the quote will refer to the underwriters. Getting a referral in thru When this happens, there will be a message/warning displayed in the quote summary section on the Customize Page. The broker or customer knows that s…
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…
