Allow non-pay cancelation on agency billed policies

By default, policies that are agency billed aren’t automatically canceled for non-payment. If a policy on agency billing isn’t paid, and you don’t allow policies on agency billing to be automatically canceled, you need to manually cancel the policy.

There are advanced settings that allow for automatic cancellation after a specified length of time: agency_billing_non_pay_override and agency_billing_non_pay_override_length. If you want to allow policies on agency billing to cancel for non-payment after a specified period of time, you must enable both settings.

To enable these settings:

  1. Navigate to Settings > Advanced.
  2. Search for agency_billing_non_pay_override.
  3. Select True.
  4. On Advanced Settings screen, search for agency_billing_non_pay_override_length.
  5. In the Setting Value box, type the number that indicates the number of days of non-payment allowed before the agency billed policy cancels.

If you want to allow agency billed policies to cancel automatically for non-payment, there is a separate advanced setting you can enable. When this setting is enabled, the setting will automatically generate the following deliverables:

  • The Notice of Cancellation – Nonpayment of Premium: This deliverable is automatically generated on the invoice due date and includes the outstanding balance.
  • The Notice of Cancellation: This deliverable is automatically generated on the cancel date and includes the outstanding balance.

To enable this setting:

  1. Navigate to Settings > Advanced.
  2. Search for nonpay_cancellation_for_agency_billed_policies.
  3. Select True.