Binding a Quote

1. Once a bind request is received, go to Expert Insured >> Go to the In Process workflow.

1. Search for the insured >> Select the account.

2. Click Bind Coverage.

3. Attach the Bind Request.
1. Click on the plus sign icon.

2. Drag and drop the bind request >> Once loaded, click Continue.

3. Type: Select Bind Order from Agency

4. Once the bind request is attached, click Continue.

5. Confirm the correct Quote is selected and the Wholesaler/Carrier Information >> Click Continue.

1. If you are sure you want to bind the selected quote, click Continue.

6. The Issue Policy option selected must be ExpertInsured >> Confirm the Premium amount matches what is on the requested quote to bind >> Select whether TRIA is included/excluded >> Click Continue Processing.

7. Confirm the Insured’s Information on the Policy tab (name, address, etc.).

8. Confirm the Location Address(es) on the Locs tab.

9. Confirm the information on the LOB tab.

10. Scroll down and click Create Binder.

11. Confirm the Bill Type and Finance Company (if any) on the Policy Costs page >> Click Continue.

12. On the Policy Forms page, review the forms to confirm all are listed and add any optional forms needed >> Click Continue.

13. Verify the Policy and Accounting information >> Check the verification box >> Click Continue.

14. Send the binder to the agent.
1. To: Agency Contact
2. If needed, send a copy to yourself or the UW
3. Click Continue Processing to send the email.

15. If there are any outstanding items needed, check the box next to the applicable item to create a task >> Click Continue.
1. If no tasks need to be created, click Bypass.