What happens after I request a bind?

Agents will ultimately see a Bind Request Received confirmation when submitting a bind request. Underwriters review requests within four business hours, after which agents receive confirmation, and the billing contact receives a payment link.

E-Sign: Agents receive an in-app alert upon submission, noting the insured's signature is pending. After the insured signs electronically, the request officially triggers, and agents see the Bind Request Received message.

Manual Sign: Agents must collect insured signatures manually before submitting the bind request via the dashboard. Once submitted, the request registers immediately, displaying the Bind Request Received message.

Note: Once agents activate the bind request by clicking the button, any subsequent changes or cancellations must be approved by an underwriter. Agents cannot independently reverse the binding request.

If a bind request is declined, you'll receive an ACTION NEEDED email from underwriting with the required corrections and updates. Follow the instructions to resubmit subjectivities. Read more about correcting subjectivities.

Pathpoint Underwriting takes care of full post-bind account servicing, calculating surplus lines taxes, filing forms and affidavits (including “diligent search” efforts), and keeping accounts in good standing. 

We are here to help you drive repeat business and stay compliant! If you have additional questions, you can contact your Account Manager.

How do I bind my first account?

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

Is binding for Mix & Match quotes different from traditional quoting?

How do I make a change on a bound policy?