Cancellations from customers in pocket
If the customer creates their pocket account when they arrange their insurance policy, they will have several features that allows them to manage their own policy, including cancellations. If the customer opens their pocket account and My Policies, there are several icons available to perform certain actions includi…
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…
