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

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.