Issuing the Policy

  1. Click Issue Policy Now (or, if needed, send it to the Policy Issuance Team/Update the Binder).
    2. confirmation/binder
  2. Click Continue on the Policy Forms page.
    3. Confirm Binding
  3. Select Policy - Insured to preview the insured’s copy of the policy >> If everything looks good, close the preview.
    4. Policy Number
  4. If needed, you can amend the forms >> If the policy looks good, click Commit Policy.
    5. Policy Number
  5. Send the policy to the carrier.
    1. To: select the carrier contact email
    2. If needed, send a copy to yourself or the UW.
    3. Click Continue to send the email.
      4. Continue
  6. Send the policy to the agent.
    1. To: Agency Contact
    2. If needed, send a copy to yourself or the UW.
    3. Click Continue.
      4. Continue