The New Business Department cannot delete applications declined by the carrier.
The following examples can be edited with proper documentation:
- Application was submitted under the wrong lead in OPT! and will resubmitted immediately.
- Application was declined by the Agency Owner for multiple errors and Agent will rewrite and resubmit.
- Policy was withdrawn at the carrier by the client.
- Carrier increased or decreased the annual premium after submission.
All requests will be submitted through Zendesk and require:
- a screen shot of the increased or decreased issued business from the carrier website with the policy status listed, client name, agent name, and policy number.
- Include the original policy premium and the carrier updated premium.
The New Business Department will decline a deletion or edit request if the requirements above are not met.
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