Agency Performance Partners


Insurance Cancellation Request Process



Insurance Cancellation Request Process Pack


Does your team need a process to save insurance cancellation requests? Say goodbye to the challenges of managing cancellations with our Insurance Agency Cancellation Request Process Pack. Designed to simplify and streamline the entire cancellation process, our pack empowers insurance agencies to efficiently handle cancellation requests while working to keep the insured with your agency.

Key Features

  • Clear Guidelines: Our process pack provides your team with scripts, a plan and process on how to save an insurance cancellation or prepare to win them back next year.
  • Customizable Templates: We understand that every insurance agency is unique. That’s why our pack includes customizable templates for cancellation request forms, letters, and communications. Easily tailor these templates to align with your agency’s branding and specific requirements.
  • Scripts: Give your team the tools on how to handle someone who wants to cancel, what to say, and how to win them back.


  • Time Savings: By standardizing and automating the cancellation request process, our pack helps save your team valuable time that can be redirected towards serving clients and growing your business.
  • Improved Retention: Minimize clients leaving with a process on how to handle cancellations. When you have a written process your team can turn a cancellation into someone who stays with your agency.
  • Enhanced Customer Satisfaction: Provide clients with a seamless cancellation experience that reflects positively on your agency. Clear communication and efficient processing contribute to higher levels of customer satisfaction and retention.

Why Choose Our Insurance Cancellation Process Pack?

Our Insurance Agency Cancellation Request Process Pack is the result of years of industry expertise and feedback from insurance professionals like you. We understand the challenges you face and have developed a solution that addresses your specific needs, allowing you to focus on what matters most – serving your clients and growing your business.

Don’t let insurance cancellations become a source of frustration and inefficiency for your agency. Invest in our Process Pack today and experience the difference firsthand. Simplify, streamline, and succeed with ease.

Learn more about ways to stop an insurance cancellation on our blog.

Make sure to check out our Agency Process Pack for All of the APP Processes!