Do You Carry Cancellation Forms for Your Clients?

[Gooner]

Seems to me that it would make life easier for the client if you had a "standard" form letter, that you could just fill in the blanks (PH name, Carrier, Pol.#, effective cancel date, etc...) for them...when replacing a policy.

I would think you could fill it out and take it with you. Then when the new policy is issued, just drop it in the mail for them.

Thoughts?

 

[HoosierLife]

A blank piece of paper works too, but your idea is fine.

 

[goillini52]

Seems to me that it would make life easier for the client if you had a "standard" form letter, that you could just fill in the blanks (PH name, Carrier, Pol.#, effective cancel date, etc...) for them...when replacing a policy.

I would think you could fill it out and take it with you. Then when the new policy is issued, just drop it in the mail for them.

Thoughts?

That's a good idea, might have to try that. I just write them out on a yellow legal pad while I'm there and have them sign it...that's the last thing I do.

 

[Gooner]

Something like this. Thanks for the input.

 

[AnonymousOne]

This fancy man came in and told my peepaw to sign these forms. Then wham he ain't got no more insurance....

I prefer the blank piece of paper written in their handwriting what they want done.

Edit. Please be careful canceling and helping cancel consumers policy.

 

[tomoverton0123]

Seems to me that it would make life easier for the client if you had a "standard" form letter, that you could just fill in the blanks (PH name, Carrier, Pol.#, effective cancel date, etc...) for them...when replacing a policy. I would think you could fill it out and take it with you. Then when the new policy is issued, just drop it in the mail for them. Thoughts?

I would not suggest this. This will cause red flags with carriers.

 

[VolAgent]

I would not suggest this. This will cause red flags with carriers.

And some attorney will love you for it. He'll use it to hang you if there are ever accusations of improper replacement.

Why is everyone in such a hurry to be the star witness for the plantiff/prosecution at their own trial?

Tell them what they need to do, give them a page to write it on, even stick a stamp on it for them. But at some point they need to cancel it themselves.

 

[AnonymousOne]

Next lawsuit tv commercial you see will be a picture of that form.

"Have you ever been forced to sign one of these?!?!?!
Call Donner, Comet, Blitzen and associates and get the money you deserve"

 

[rndz7]

Acord form. Cancellation/ policy release. Look it over.

 

[VolAgent]

Acord form. Cancellation/ policy release. Look it over.

This is FE. They'll think you are just talking about cars.