From the Retrieve Quote & Policies screen, you can Cancel or NTU (Not Taken Up) a policy.

If the policy has already started and the client has been on cover for more than 14 days, please select Cancel Policy.

If you have held cover for the client and/or the client has been on cover for less than 14 days, please select NTU.

A typical example of an NTU is if the purchase of a property falls through. The client no longer has a need for the policy and, as it is less than 14 days old, it can be closed as ‘Not Taken Up’.

Cancellation Quote only

If you need to cancel a policy, please add the date the policy should be cancelled from. If you only require an indication of cancellation terms, select ‘Quote Only’.

Once you have submitted a cancellation, you will receive an email with an indication or cancellation documents.