Bind Quote
To purchase / bind a quoted risk, the user can either;
or
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Link to Quote from Opportunity Screen
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Quote 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
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Bind button on the underwriting tab of the Quote screen
A final review screen is displayed for the user to check details before Binding
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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
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Updated almost 3 years ago