Who is responsible for completing the Acord 35 Cancellation form with a client. We have completed them for clients as a service for years when they move to us from another agency. Another agent is telling one of mine that we cannot do this? I couldn't find any statutes or guidance from the state on voluntary cancellation procedures. So two parts… 1. can we complete the Acord 35 for a client who is new to us for cancelling their old policy? 2. Are we responsible for responsible for cancelling a policy for a client that leaves us if they did not directly notify us (i.e. – we talked to the client and the client said the new agency would send cancellation) Thanks in advance for anything you can provide.
Wisconsin Subscriber
The policies don't have any language dealing with who is allowed to complete cancellation forms for the insured – those would come from the insurers themselves.
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