Binding a Quote

  1. Once a bind request is received, go to Expert Insured >> Go to the In Process workflow >> Search for the insured >> Select the account.
    2. bind request
  2. Click Bind Coverage.
    3. bind Coverage
  3. Attach the Bind Request.
    1. Click on the plus sign icon.
      2. plus sign
    2. Click Browse >> Select the Bind Request >> Click Continue.
      3. Browse
    3. For the Type, select Bind Order from Agency >> Click Continue.
      4. Bind Order from Agency
  4. Once the bind request is attached, click Continue.
    5. bind request
  5. Confirm the applicable quote is selected >> Click Continue.
    6. Confirm
  6. Click Continue.
    7. Confirm
  7. Confirm the Premium >> Click Continue Processing.
    8. Continue
  8. Send the request to bind to the carrier.
    1. Click on the ‘To’ link >> Select the carrier’s applicable email address.
    2. Click Continue.
      3. Continue