How to bind a quote

Select the account that you are working on from the ‘Book of Business.’

Click on ‘Submissions,’ which will bring you to a list of active submissions. 

Select the submission that has been quoted by clicking on the insurance carrier's name. You will then see buttons that will allow you to decline or bind the quote that has been sent from the underwriter.

Once you click on ‘bind,’ you will be able to enter any binding instructions for the underwriter as well as review the list of coverages that have been quoted.

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