How to Report a Cancellation in the Agent Portal

 

Overview

This guide will walk you through the steps to report a policy cancellation in the myCOI Agent Portal. Follow these simple instructions to keep your records accurate and up-to-date.

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Step 1: Log into the Agent Portal

1. Open the myCOI Agent Portal by clicking the yellow "Go to Portal" button in the email you received.
2. Once inside the portal, you’ll land on the Dashboard, which serves as your hub for managing your insured's policies and assignments.

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Step 2: Navigate to the "Report Cancellation" Feature

1. From the Dashboard, locate the “Report Cancellation” button.
   • This button is prominently displayed at the top right of the screen
2. Click the “Report Cancellation” button to access the cancellation reporting form.

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Step 3: Select the Policy Lines to Report

1. Review the list of active policy lines displayed on the screen.
2. For each policy line you wish to report as canceled:
   • Select "Cancelled" next to the applicable policy line. 

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Step 4: Submit Your Changes

1. Once you’ve marked all applicable policy lines as canceled, review your selections.
2. Click the “Submit” button to finalize and update the system.
   • A confirmation message will appear, indicating that your changes have been successfully recorded.

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Additional Tips

• Need Help? If you encounter any issues, click the “Need Help” button located at the bottom of the screen for access to support resources.

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Conclusion

Reporting a cancellation in the Agent Portal is a quick and straightforward process. For further assistance, reach out to our support team.

Thank you for using the myCOI Agent Portal!