Why am I unable to bind an account?

If an agent is unable to proceed with binding, it may be due to one of the following cases:

1. The agency is not appointed

   • Complete your appointment from the dashboard or in Step One of the subjectivities.

2. The agency hasn't created a payment account

   • Create a payment account from the Billing & Commissions tab or in Step One of the subjectivities.

3. Agent NPN is missing from the file

   • Reach out to your account manager to update this information.

4. The quote is expired

   • Depending on the carrier, quotes typically expire after 30 days. Edit and refresh the submission to obtain a bindable quote

5. Subjectivities are not completed

   • Confirm all subjectivities have been properly signed and dated by both the agent and insured.  If you received communication that a subjectivity was rejected, confirm you have uploaded the corrected form and re-submit your bind request.

If you complete all these steps and are still encountering issues with binding, contact your Account Manager.

How do I get appointed with Pathpoint?

How do I bind my first account?

How can I set up my PathPay payment processing account?

How can I add my NPN number to my account?

What happens if I edit a quote?

What are subjectivities?