Insurance Cancellation Form Template

What is an insurance cancellation form?

An insurance cancellation form is a digital form used by policyholders to formally request the cancellation of their insurance coverage. This form typically requires the policyholder to provide their personal details, policy number, and reason for canceling the insurance policy.

Important fields to include in an insurance cancellation form

Here are some key fields that you can include in your insurance cancellation form. You can customize these fields according to your specific needs.

Field Name	Why to Collect	Compulsory/Optional	Input Type
Full name	To identify the policy holder	Compulsory	Text
Email address	To send confirmation and future communications	Compulsory	Email
Mobile number	To contact the policy holder if necessary	Compulsory	Phone number
Policy number	To locate the policy in the records	Compulsory	Text
Type of insurance	To categorize and process the cancellation	Compulsory	Dropdown
Effective date of cancellation	To specify when the cancellation takes effect	Compulsory	Date selector
Reason for cancellation	To understand the motivations behind the cancellation	Compulsory	Dropdown
Other reason	To capture specific reasons if "Other" is selected	Conditional	Text
Beneficiaries notified	To determine if appropriate parties have been informed	Compulsory	Dropdown
Additional comments	To gather any further feedback or details	Optional	Text

How can I create an insurance cancellation form?

You can create an insurance cancellation form using any online tool that allows you to create forms, like Google Forms, Typeform, etc. You can also use Mailmodo to create and send forms in your emails.

How can I send an insurance cancellation form in an email?

Before we get into the how, let’s understand the why.

Why should you send this form in an email?

Inserting your insurance cancellation form in your emails allows you to reach out to your existing email list and have them fill out the form within the email itself. This reduces friction and cuts down on multiple steps like redirects, logging in to another page, etc., increasing the number of submissions.

For example, Allround saw a 28% increase in responses on their feedback forms by emailing them using Mailmodo.

Now, let’s come to the how.

If you want to send this insurance cancellation form in an email, you can use Mailmodo. Mailmodo is an all-in-one interactive email marketing platform that lets you create and send such interactive forms in email without any coding. Here’s an interactive demo to get you started.

How to increase submissions for your insurance cancellation form

You can increase the submissions of your insurance cancellation form by making them user-centric and easy to complete. We’ve created an exclusive guide that discusses 12 things you can do to increase form submissions.