Who is responsible for completing the Acord 35 Cancellation form with a client. We have completed them for clients as a service for years when they move to us from another agency. Another agent is telling one of mine that we cannot do this? I couldn’t find any statutes or guidance from the state on voluntary cancellation procedures. So two parts… 1. can we complete the Acord 35 for a client who is new to us for cancelling their old policy? 2. Are we responsible for responsible for cancelling a policy for a client that leaves us if they did not directly notify us (i.e. – we talked to the client and the client said the new agency would send cancellation) Thanks in advance for anything you can provide.
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