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Terminating/Reinstating a Policy

To terminate or reinstate a policy, go to the Motor Carrier Selection Screen and enter the name or SCAC code of motor carrier for which you wish to terminate or reinstate a policy (Figure 24).


Figure 24 [img]
Figure 24


Click on Active Certificates in the left navigation menu to bring up the Active Certificates Screen (Figure 25).


  1. Terminate a Policy:
    1. Find the policy you wish to terminate and click the TERMINATE button next to that policy (Figure 25, # 1).
    2. Figure 1 [img]
      Figure 25


    3. The next screen (Figure 26) will display the detailed information provided for the specific policy. Go to the Policy Termination Date field and enter the termination date for the policy. You also must enter a reason for the termination in the Policy Termination Reason field. (Note: A reason for the termination is required).
    4. Click the TERMINATE PRIMARY POLICY button.

    5. Figure 26 [img]
      Figure 26


    6. After you terminate a policy a new Smart Checklist will be shown to advise you of any adverse impact that the termination will have on your insured's status with Equipment Providers.
    7. Follow the above steps for each policy you wish to terminate.

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Terminating a policy will return you to the Active Certificates Screen and you will notice that the button next to the policy you just terminated now shows as "REINSTATE."

2. Reinstate a Policy:

To reinstate a policy, follow the same steps for terminating a policy shown above, but the button you will click will say Reinstate instead of Terminate (Figure 27, below). (Note: the reason for reinstatement must be entered when reinstating a policy, just like when you terminate a policy.)

Figure 27 [img]
Figure 27

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