v21.3

Terminate Business

P&C

v21.3

Cancel Business Provisionally # Indicate Provisional Cancellation Sent # For continuous treaties, you can record that a provisional notice of cancellation has been submitted. To record the provisional notice of cancellation: Open your business. Select the Partner tab. On the Menu button, select Provisional Cancellation. For PNOC Sent, select Yes. You see the fields required for submitting Provisional Cancellation. Enter the required data and select OK Indicate Provisional Cancellation Not Sent # In some cases you may want to register a reason for a PNOC not having been sent. ...

Claim Review and Update Information

P&C

v21.3

The Claim Review and Update information fields allows you to record when you were advised of the claim, when you last reviewed it, and when you plan to review it next. In addition the claim “footer” will always display when and by whom the claim was created, and last updated. You find the claim’s review and update information fields on the Section Specific tab, and the entry fields are also accessible through the various claim wizards (The entry fields are initially created in the wizards). ...