Change the cancellation effective date in a quoted cancellation

Before you begin

Follow the steps in Cancel a policy until you arrive at the Confirmation screen.

About this task

You must have the Cancellation reschedule (cancelreschedule) permission to change the cancellation effective date in an open cancellation.

Procedure

  1. Click Back to return to the Entry screen.
  2. Click Edit Policy Transaction.
    You can now edit the Reason Description and Cancellation Effective Date.