How do I cancel a sold policy?

If a customer's policy has expired or gets canceled, you can cancel it in MVP and move them to a different group state using the Group State drop down.


*This will not affect any reports of sold premium at this time.


On the details page for that household, scroll down to the Quotes section


Find the quote you previously marked as sold that you now want to cancel


Click the Cancel Quotes button



Choose the date the policy was canceled 



Click Cancel Quotes


You will now be able to transition this household to the leads, awaiting quote, or reviewed quote call view page.

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