How do I know if a quote is ready to bind?

Appointed Pathpoint agents can request to bind once quotes are displayed in-app. Look for "Ready to Bind" alerts, select the best quote(s) for your client, complete subjectivities, and click Request to Bind. After submitting, track your binding progress in-app. Below are a few ways to indicate a quote is ready for binding:

• Action Items: Look for alerts above your Submissions, Policies, and Renewal activity

  

• Quoted Accounts: Select any quoted accounts with your activity page to start the binding process

  

• Progress Bar: Select coverage to start the binding process. After submitting a bind request, track your binding progress using the progress bar above

  

• Side Panel: View alerts in the right-hand side panel. For Mix and Match quoting, easily switch between quotes and coverage by clicking the separate panels within one screen.

  

How do I bind my first account?

What are subjectivities and how do I complete them?

How does Pathpoint handle endorsement and other service requests post-bind?

How can I cancel a policy?

What happens if I edit a quote?