Cancellation Sub-Status Setup

HawkSoft enables you to add additional sub-statuses to the Cancellation statuses available from the Action menu.

The Cancellation statuses are intended to track policies that have been canceled. The sub-statuses associated with each Cancellation status are used to further define the reasons for the cancellation.

See About Policy Statuses: The life of a Policy for more information about the Cancellation statuses and default sub-statuses.

This article explains how to add Cancellation sub-statuses to the Action menu.

Required Permissions:
In order to complete this task, user permissions must be set to include:

Agency Setup > Add to Action Menus

See User Permissions for more information.

  1. Click  Setup, and then select Customize Lists.
  2. Select Cancellation Sub-Statuses, and then click Edit.

  3. Modify the list as needed.

  4. Click OK to save.

    You will see your saved sub-statuses next time you use the Action menu to cancel a policy.