š
Cancellation Link Generator
Bill Layne Insurance Agency - Staff Portal
ā ļø CANCELLATION SYSTEM
ā SMS ENABLED
Quick Start Guide
Fill in all customer and policy information
Double-check cancellation date and time
Add any special notes (optional)
Click "Generate Link"
Send link to customer via SMS or email
ā ļø This creates a cancellation request!
š¤
Customer Information
Insured Name
*
Address
Phone
Email
š
Policy Information
Policy Number
*
Insurance Company
*
Select Company...
Nationwide
Progressive
National General
Alamance
Travelers
Foremost
Other
Other Company Name
*
Policy Type
*
Select Type...
Auto
Home
Life
Business
Umbrella
Other
Effective Date
Expiration Date
š
Cancellation Details
Cancellation Date
*
Cancellation Time
12:01 AM (Start of Day)
11:59 PM (End of Day)
Reason for Cancellation
*
Select Reason...
Sold Vehicle
Moved Out of State
Found Better Rate
No Longer Need Coverage
Financial Hardship
Dissatisfied with Service
Other
š
Special Notes
Staff Notes / Special Instructions
These notes will appear on the PDF and in the Google Sheet but will NOT be visible to the customer
š Generate Cancellation Link
š Clear Form
š” Tip: After generating the link, click on it to test that all fields are properly pre-filled!
ā
Cancellation Link Generated!
š Copy Link
š§ Email Customer
š± Send SMS
š Test Link (Opens in New Tab)
ā SMS Sent Successfully!
ā SMS Failed
Open Agency Matrix Instead
š±
Text Message Template
š Copy Text Message
š§
Email Template
š Copy Email Template