Cancellation Letter Generator

What it does

Two letter types with guardrails baked in. Type 1: an internal cancellation record for your own insureds — the signed paper trail for your file, with reason codes and refund disposition. Type 2: when a client moves their business to you, a cancellation request they sign and send to the prior agent or carrier — requesting pro-rata refund and including TCPA/FCC do-not-call and CAN-SPAM opt-out language so the losing agency stops soliciting your new client. The guide enforces no-coverage-gap checks, signature requirements, and effective-date rules.

What's included

• Two letter types: internal cancellation records for your own book, and prior-agent cancellation requests for business moving to you
• Built-in TCPA/FCC do-not-call and CAN-SPAM opt-out language so the losing agency stops soliciting your new client
• Hard guardrails: no letter until replacement coverage is bound, signature requirements, effective-date rules, lienholder reminders
• Print-ready, signable output in seconds

What you bring

Nothing.

Complete on download — updates included

Every skill you download is complete and self-contained: no license checks, nothing fetched at runtime. Improvements and new versions land on the Member Downloads page, included with your subscription — re-downloading takes one click.

Pricing

$229/mo — all access for your whole agency: this skill, the entire library, every update, and every new skill we add. Cancel anytime.