term process/reinstatement

Terminating /

Reinstating

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What RA do we need to pull in when terminating a policy?

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State Variations

In MA, we do not process terminations either - this is for AUTO only. Other MA lines, we follow the termination process tab.

Massachusetts

We do not process terminations in Louisiana. It is a state law that requires us to obtain written consent for customer initiated terminations.

Louisiana

State Variations

Auto only -- if not obtained other insurance - we have to inform the customer that they must turn in their vehicle plates before canceling.

North Carolina

Any other scenario other than the customer has secured other insurance, we first need to obtain the FS-6T receipt.

NY

Open Ended

Are we allowed to terminate an auto policy if the customer has a Personal Umbrella Protection policy? If not, what are we supposed to do in this case?

Reinstatement Requests

Tenured Customer termed for Late/Non payment

We can request for reinstatement if the customer has had 10 or more years of continuous insurance w/ us or Castle Key. If not, it isn't eligible for reinstatement.

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Are we able to reinstate a customer who has been with us for 4 years and they have a Milewise policy ?

thanks for a successful debrief! have a great day :) go out there and Rock it!