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.
Nothing.
Skills fetch their licensed content from our server every time they unlock, so improvements to mappings, templates, and guides reach you automatically — no re-installing. When a skill's bundled files change, the newest version is always one click away on the Member Downloads page, included with your subscription.
$129/mo — all access for your whole agency: this skill, the entire library, every update, and every new skill we add. Cancel anytime.