Workflow Updates
“Not Taken” Status
The following updates have been made to LibertyONE and are effective April 1, 2025 .
The status of “Not Taken” may ONLY be used when policies have been entered in error and cannot be deleted. Please see Cancellations/Non-Renewal/ Reinstatements (Overview) > Policy Entered/Renewed in Error (Overview) for how to update these policies. The use of the Not Taken status for automatic renewals not accepted by the client has been eliminated. The “Not Taken” status should NOT be used in the following scenarios:
NOTE: Each workflow consists of an overview page showing the Service Standards and the general workflow steps.
Cancellation Workflow Overview
How to process cancellations in the agency management system is being updated to increase efficiency by eliminating the need for additional manual clean-up resulting from Download.
` True Flat Cancel y The policy was cancelled at inception and not rewritten to another carrier/policy y Status: Cancelled ` Expired policy y The policy was cancelled at inception and not rewritten to another carrier/policy y Status: Cancelled ` Automatic Renewal Rewrite y Carrier automatically renewed the policy; the renewal policy is being cancelled and rewritten to a new carrier. y Status: y Cancelled policy (not expired term): y Status: Rewritten y Description Reason: Rewritten y New policy: y Status: Active y Transaction: Rewrite
In addition, the use of the “Not Taken” status is being revised to eliminate confusion on when it should be used. NOTE: These updates apply to both Download and Non-download policies.
Highlights: Policy Expiration Date
Mid-term/Renewal Rewrite Updates and clarification have been added on how to process Rewrites by scenario ` Do NOT update the policy Expiration Date to the cancellation date. ` The cancellation date is noted in the Cancellation Confirmation transaction. ` The cancellation date is noted in the Description field for ease of viewing.
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