Overview
Using the CGW Cancels menu, third-party administrators can cancel a contract. This feature is used when a Third-Party Administrator (TPA) contract administration system, such as StoneEagle, shows a contract status as cancelled and CareGARDWarranty.com (CGW) does not. The TPA can use this feature to change the contract status to “cancelled” so that both systems are in sync.
Using this tutorial, you will learn how to cancel contracts.
Cancel Contract
The Cancel Quote feature is used when a Third-Party Administrator (TPA) contract administration system, such as StoneEagle. StoneEagle shows a contract status as cancelled and CGW does not. The TPA wants to quickly change the contract status to “cancelled” so that both systems are in sync.
1. Select Cancels > Cancel Contract from the left navigation menu.
Cancel Contract
2. In the Cancel Contract dialog, you will search for the customer’s contract:
Cancel Contract Dialog
|
Item |
Description |
|
Contract Number |
The customer’s contract in question. You can perform a partial search here. For example, if the contract number is 4337329, you can enter 433 and CGW will pull up all contracts beginning with those numbers. |
|
Search |
Click this button to execute the contract search. |
3. A second Cancel Contract dialog opens where you must confirm your decision to cancel the quote by clicking Yes:
Cancel Contract Dialog Two
4. A third Cancel Contract dialog opens indicating that the contract has been canceled. To cancel another contract, click Cancel Another. This allows you to search for another contract to cancel.
Cancel Contract Dialog Three