How do I bind my first account?

It’s a simple process to bind with Pathpoint. Here are 3 steps to successfully complete your first bind on our platform. If you need additional help, reach out to your account manager with any questions.

1. Complete your agency appointment

Prior to binding, complete your agency appointment. You can access the e-signature packet from your dashboard. It only takes a few minutes. 

complete agency appointment

2. Review all the subjectivities 

Review the required subjectivities to bind your quote. On the quote screen, scroll down to "Select option" to view and access any required forms. Pathpoint automatically pre-fills forms, like ACORDs and supplementals, for every submission.

review subjectivities

3. Sign your subjectivities

You have the option to e-sign or download the forms to complete the subjectivities. If you choose to e-sign, please note the TRIA form is attached with your quote letter and collected separately. After you and the insured have e-signed, the forms will automatically load to our platform, and you can complete your request to bind.

sign subjectivities