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

    or

  • 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)
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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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