Can I have an application deleted?

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• Policy was withdrawn at the carrier by the client.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.