Overview
As a Distributor Case Manager or Agent using DocFast, there may be times that you need to submit a declined offer because a consumer is no longer interested in purchasing the policy. To submit a declined offer within DocFast, follow the steps below.
Access the Declined Offer Form
1. Log into DocFast.
2. From the DocFast Dashboard, find the correct case.
3. Choose one of the following two options to display the Declined Offer form.
Option 1
1. Select Decline Offer from the corresponding Action dropdown.
Option 2
1. Select the case’s Identification Number and click the More Details button to navigate to the Policy Details page.
Hint: If you received an email about a policy, you may also access the Policy Details page by clicking the link in the email.
2. From the Policy Details page, click the Action dropdown and choose Decline Offer.
Submit the Declined Offer
Once the Declined Offer form loads, follow the steps below to send a notification to the carrier.
1. Select a reason for why the offer is being declined from the Reason dropdown.
2. Provide details about why the offer is being declined in the Description field.
3. If applicable, click the Add another reason button and enter another reason and description.
4. Once all reasons have been entered, click Submit.
You will receive a confirmation that the offer being declined has been submitted. At this point, the Carrier is notified of the change in the policy.
Video Tutorial