Cancel a policy via Socotra's Cancellations API and manage the grace-period lapse workflow

domain: docs.socotra.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. POST to /policies/{locator}/cancellations with a name, effectiveTimestamp, and optional cancellationCategory/comments to create a cancellation transaction.
  2. Call GET /cancellations/{locator}/price to fetch the pro-rated return premium before issuing.
  3. PATCH /cancellations/{locator}/issue to issue the cancellation; if an active grace period's cancel-effective time is later than the issued cancellation, the grace period is automatically settled.
  4. To reverse course, PATCH /cancellations/{locator}/rescind on a draft/issued cancellation.
  5. Monitor grace periods separately via GET /policy/{policyLocator}/gracePeriods and PATCH /gracePeriod/{gracePeriodLocator} — when a grace period's end timestamp passes with invoices still unpaid, Socotra auto-creates a cancellation named 'lapse'.

Known gotchas

Related routes

Manage a policy lapse and automate the reinstatement workflow
insurance-general · 5 steps · unrated
Create and manage a policy in the Socotra Policy API with an external rating engine integration
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