Request to bind coverage

Before you begin

The submission must be cleared and quoted before you can begin the binding process.

Procedure

  1. Select the proposal in the navigation sidebar.
  2. Click Request to Bind.
  3. If there are multiple quotes, select the quote or quotes to include in the binder.
  4. Complete any fields and forms that are required by your configuration.
  5. Click Request to Bind.
  6. Click Yes to confirm the request.

Results

The status of the policy is now Bound.