How do I cancel a tenant or vendor COI?

If a tenant or vendor decides to start a new insurance policy prior to the expiration of their current COI, you have the ability to cancel their COI in the application.

To cancel an active COI:

1. Click Go To > Certificate of Insurance > COI Dashboard.
2. Use the SEARCH and/or column filters to locate the intended COI.
3. Click on the NAME to access the COI.
4. On the COI record click Cancel
5. On the pop up select the date of cancellations, enter any closing remarks and attach any applicable files. Then click Save.