Bind Quote

To purchase / bind a quoted risk, the user can either;

find an existing Quote and navigate directly to the quote via the Quote screen

select a quote variant from an Opportunity by selecting the quote number. (insurer users can use the “Review” button to navigate directly to the Review tab of the desired quote)

1263 — Link to Quote from Opportunity Screen

Once the desired Quote has been selected user’s must select the Underwriting tab and click the “Bind” button to display the available payment options

A final review screen is displayed for the user to check details before Binding

438 — A final review screen is displayed for the user to check details before Binding

Once bound the Quote is converted to a Policy and the user is shown the Policy Summary tab