Policy Cancellation Notice
Confirm a policy cancellation and provide any applicable refund details.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Notifies a client that their insurance policy has been cancelled and explains next steps.
- Policy cancellation notice
- Coverage termination alert
- Insurance lapse notification
Fields your team can fill in
To
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Cc
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Subject
Policy Cancellation Confirmation — policy_number
Hi client_first_name,
This email confirms that your coverage_type policy has been cancelled as requested. A formal cancellation confirmation is attached for your records.
CANCELLATION DETAILS
• Policy Number: policy_number
• Coverage Type: coverage_type
• Cancellation Effective Date: cancellation_date
• Unearned Premium Refund: $refund_amount
ABOUT YOUR REFUND
If a refund is due, it will be issued to the original payment method on file or via check, depending on how your premium was paid. Please allow 10–14 business days for processing. If you do not receive your refund within that timeframe, please contact us.
PLEASE NOTE
Effective cancellation_date, you will no longer have coverage under this policy. If you have an active mortgage, lender, landlord, or other party that requires proof of insurance, please arrange alternative coverage promptly to avoid any compliance issues.
THINKING OF REINSTATING?
If your circumstances change, I'd be happy to help you explore reinstating your coverage or putting a new policy in place. Gaps in insurance history can occasionally affect future pricing, so it's worth keeping that in mind.
It's been a pleasure serving you. If you ever have questions or need coverage in the future, please don't hesitate to reach out at me::phone.
Workflow context
When to use this workflow
Use this workflow when confirming that an insurance policy has been cancelled and the client needs the effective date, refund details, and coverage reminder.
What this replaces
This replaces manually drafting cancellation confirmations, retyping refund details, and checking whether cancellation confirmation documents are attached.
Why teams standardize this email
Cancellation emails need to be clear about dates, coverage ending, and any refund. A workflow helps agencies communicate consistently while letting the agent review the message before sending.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the policy cancellation notice email in Outlook
- Prompts for client name, policy number, coverage type, cancellation date, refund amount, and phone number
- Adds a policy-specific subject line
- Can include the configured cancellation confirmation attachment
- Keeps the draft editable before sending
FAQ
Does Toggles cancel the policy?
No. Toggles prepares the email after cancellation has been processed in your existing insurance workflow.
Can refund details be included?
Yes. The workflow prompts for the refund amount and includes refund timing language.
Does this replace formal cancellation requirements?
No. Agencies should still follow carrier, state, and regulatory cancellation notice requirements.
Part of a starter pack
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How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
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Toggles Business Pro Quickstart Guide
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