Cancellation Template
Cancellation Conversation
{time: MMMM Do YYYY} {time: hh:mm A}
Already Switched or Shopping Around (New Carrier/Premium):
Effective Date of Cancellation:
Obtained Dec Pages/Quotes (uploaded to AZ):
Options Explored:
Bundle Discussed:
Rewrite (BW/Farmers/Foremost Rate):
Coverages Highlighted:
Outcome:
Remove From AZ Automation (Y/N)
Added AZ Task for 6-12 months out (Y/N)
Cancelled in AZ (Y/N)
Conversation By: Megan