Dec 12, 2024
If a quote has already been generated and you need to Bind a policy, then follow the steps below:
1. Open the account and scroll to the Bind tile

2. Expand the Bind tile by selecting the expand arrow

3. Select the 'Convert to Binder' link

4. Select 'OK' for the Binder Conversion Complete

5. Select the 'View Binder' link

6. Links will then appear to open the Binder Package, open the Rating Worksheet and/or Send Binder by Email
