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            Cancel Policy from Policies UI

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            Cancel Policy from Policies UI

            To cancel any policy from the Policies UI, first go to the Policies list page and click the policy you want to cancel.

            The coverages tab on the Policy record.

            Click Cancel Policy.

            The cancellation effective date screen.

            Enter the date when you want the policy to be canceled, then click Calculate and Display Refund.

            The cancellation confirmation screen.

            After you click Approve and Proceed, you can navigate back to the policy page, which now has the new policy end date you specified.

             
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            Salesforce Help | Article