Issuing the Binder

  1. Once the bind confirmation/binder has been received (or pulled from the carrier’s website), go back into the In Process workflow >> Search for and open the insured’s account.
    2. confirmation/binder
  2. Click Confirm Binding.
    3. Confirm Binding
  3. Enter the Policy Number as shown on the document.
    4. Policy Number
  4. Attach the Bind Confirmation email/document.
    1. Click on the plus sign icon.
      2. plus sign
    2. Click Browse >> Select the Bind Confirmation document >> Click Continue.
      3. Browse
    3. For the Type, select Bind Confirmation >> Click Continue.
      4. Bind Confirmation
  5. Click Continue again.
    6. Continue
  6. Scroll to the bottom of the Policy Info page >> Click Attach Binder.
    7. Click attach binder
  7. Attach the Binder.
    1. Click on the plus sign icon.
      2. plus sign
    2. Click Browse >> Select the Binder document >> Once attached, click Continue
      3. Browse
    3. For the Type, select Binder >> Click Continue.
      4. select Binder
  8. Once the binder is attached, click Continue.
    9. Continue
  9. Confirm the Premium and Taxes/Fees all still match what is on the binder >> Click Continue.
    10. TRIA premium
  10. Confirm everything looks good one last time >> Check the Policy and Accounting Information verified box >> Click Continue.
    11. Confirm
  11. Send the binder to the agent.
    1. Click on the ‘To’ link >> Select the agent’s email address.
    2. If needed, copy any additional recipients.
      3. additional recipients
    3. Click Continue Processing.
      4. Continue Processing
  12. If there are any outstanding items needed, check the box next to the applicable item to create a task >> Click Continue.
    13. outstanding items
    1. If no tasks need to be created, click Bypass.
      2. Bypass