Bind a Quote to Policy

This guide explains how to convert a finalized quote into a bound policy. The process involves navigating from a submission, reviewing quote details, entering policy information, selecting forms, and confirming the binding.

1. Locate the Submission

• On the left sidebar, select Submissions.
• Find and open the desired submission.
• Within the submission page, locate the Quote section.
• Click View on the quote you want to bind into a policy.

2. Start Binding

• Once inside the quote view, go to the top-right corner.
• Click Actions → Bind into Policy from the dropdown menu.

3. Policy Details Page

You will first be taken to the Policy Details page.

• Enter the Policy Number in the provided field.
• Click Next in the top-right corner to proceed.

4. Policy Forms Page

On the Policy Forms page:

• Select or search the form(s) you want to include in the policy.
• The selected form(s) will appear on the right-hand side.
• You can rename or reorder forms if needed.
• Once done, click Next.

5. Review and Confirm Page

Finally, you will arrive at the Review and Confirm page.

• Review all details carefully:
  • Primary Insured
  • Policy Dates
  • Broker / Agency
  • Policy Type
  • Currency Settings
  • Underwriting Workbench (premium, fees, taxes, total amount due)
• Ensure everything is accurate.

6. Bind a Quote to a Policy

When you click Bind to Policy, a confirmation pop-up will appear.

Here you must configure how policy forms and billing information are sent:

• Broker and Primary Insured → Sends the policy forms and bill to both the broker and the insured.
• Broker Only → Sends only to the broker.
• Custom → Allows you to define custom recipients.
• Do Not Send → No forms or billing are sent out automatically.

You will also need to:

• Confirm the Broker Email (displayed by default).
• Optionally check Copy additional recipients for forms to include other recipients.

Once everything is set, click Bind to Policy to finalize the binding.