Close Out or Transfer

Close Out or Transfer

Reason for close out: *

;
Office use only: *
- Month
- Day
- Year
;
Who provided the information? *

;
The agent must be contacted if the insured refuses to allow the inspection.
;
Please provide details: *

;
Please provide details: *

;
Contact
;
Please provide name: *

;
2 Date: *
- Month
- Day
- Year
;
Is this a dwelling? *
- Yes
- No
; {"Yes":["12","13"]," No":["11","12","13"]}
Scheduled Appointment
;
Provide name: *

;
1 Date: *
- Month
- Day
- Year
;
Please provide details: *

;
Standard operating procedure requires three contact attempts to the Insured and two contact attempts to the Agent before an inspection can be closed out as Unable to Complete.
;
How many times was the insured contacted? *
- 1
- 2
- 3
; {"1":["17","18","19","20"]," 2":["17","18","19","20","21","22","23","24"]," 3":["17","18","19","20","21","22","23","24","25","26","27","28"]}
How many times was the agent contacted? *
- 1
- 2
; {"1":["29","30","31","32"]," 2":["29","30","31","32","33","34","35","36"]}
Insured First Contact
;
Provide name: *

;
Date: *
- Month
- Day
- Year
;
Result of contact: *

;
Insured Second Contact
;
Provide name: *

;
Date: *
- Month
- Day
- Year
;
Result of contact: *

;
Insured Third Contact
;
Provide name *

;
Date: *
- Month
- Day
- Year
;
Result of contact: *

;
Agent First Contact
;
Provide name: *

;
Date: *
- Month
- Day
- Year
;
Result of contact: *

;
Agent Second Contact
;
Provide name: *

;
Date: *
- Month
- Day
- Year
;
Result of contact: *

;
Agent Contacted
;
Name of agent: *

;
Date: *
- Month
- Day
- Year
;
Office Use Only
;
Name of underwriter: *

;
Did the inspector attempt to contact the insured or agent? *
- Yes
- No
; {"Yes":["44","45","46"]," No":["43"]}
STOP: This is a cancellation, not a close out.
;
Provide name: *

;
Date: *
- Month
- Day
- Year
;
Please provide details: *

;

The agent must be contacted if the insured refuses to allow the inspection.

Contact

Scheduled Appointment

Standard operating procedure requires three contact attempts to the Insured and two contact attempts to the Agent before an inspection can be closed out as Unable to Complete.

Insured First Contact

Insured Second Contact

Insured Third Contact

Agent First Contact

Agent Second Contact

Agent Contacted

Office Use Only

STOP: This is a cancellation, not a close out.