When you are processing a cancellation for auto, there are additional cancellation reasons available to align with those that appear on the SGI dec cancellation release section, shown here:

 

 

In addition to the cancellation reasons that appear for all other types of policy, there is: 

 

• Out of Business
• Rewritten with Company
• Self Insured/Plates Only/Not required
• Total Loss

 

 

These reasons will be shown when running cancellation reports in insights.

 

These cancellation options are available when cancelling in bond AND if the customer cancels in pocket.

 

 

 

 

In order for a change in vehicle on the platform, the customer must have subbed it with the government prior to changing the policy.  SGI syncs with the government site and mismatched data will mean that the change request will fail.

 

There may be scenarios where the change, that you would like to perform on auto, is not available in the platform. 

An example is increasing the Replacement Cost value of the auto, once the policy is in force. 

The process for dealing with these is to request the change directly with SGI or through Boss and once they have completed it, the system will sync, will the change appearing in bond.

 

IMPORTANT

This is only available if there is a field for that change in bond.  In the above example, we know that Replacement Cost value is a field in thru therefore this solution will work. This process will NOT work if the change cannot be reflected in bond and must not be used to add information that does not have a field within the quote process in thru. 

 

Trying to change a field that does not exist in the platform will result in the policy being locked. The lock would prevent any future policy changes, like cancellations and renewals. In addition, other platform functionalities like accounting, payments and customer communications would not function as intended. 

 

 

 

You cannot add a new vehicle with the same plate as one that is already on the policy in the Nude platform, you will receive a warning message if you try.

So, to cater for this, there are a couple of options here:

 

• You can go to Change Policy, Remove Vehicle, then when you select that option a message pops up to ask you to add a new vehicle (if it is the only vehicle on the policy).  You can proceed to change the vehicle via this option.

or

• You can request the change via the Boss portal and the change will sync.  Be aware of the information in the Change Requests section above, so that you only add in the fields that can appear in the Nude platform and you therefore do not 'corrupt' the policy.