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:
The agency is not appointed
Complete your appointment from the dashboard or in Step One of the subjectivities.
The agency hasn't created a payment account
Create a payment account from the Billing & Commissions tab or in Step One of the subjectivities.
Agent NPN is missing from the file
Reach out to your account manager to update this information.
The quote is expired
Depending on the carrier, quotes typically expire after 30 days. Edit and refresh the submission to obtain a bindable quote
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.
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How can I add my NPN number to my account?