Cancelling Cases
From SchemeServe Wiki
If you receive a cancellation request from your client you will need to issue a Mid-Term Cancellation (MTA).
- Find the client's Case using the search and click the View button.
- Click "Adjust"
- If you wish to issue a full-term cancellation, change the Inception Date for the MTA to be that of the original Inception Date of the Policy.
- Zero any coverage values and reverse any Fees / Loads / Discounts.
- If you have any charges that you do not wish to refund just leave them as they are.
- Save your changes
- Advance the status of the MTA to "Cancelled"
- Review / create any documentation you wish to generate for a Cancelled Case (Cancellation Letter, RP Invoice etc.)
The return premium will now appear on your "Bordereau - Mid-Term Adjustments" report.
