Jun 01, 2026
After a policy has been bound, follow the steps below to enter information into the fillable forms:
1 - Expand the Issue banner and select “Step 1: Generate & Review variable forms list”

2 - Once the forms display, click the fill in icon for the corresponding form.
A green icon indicates that it will be prefilled with data from the system.
A red icon indicates that details must be manually entered before issuance.
Please contact [email protected] if you encounter any issues.
