How do I bind my first account?

Edited

Setting up your account to bind with Pathpoint

Selecting a quote and requesting to bind

Correcting subjectivities and re-requesting to bind

Completing payment

Binding and issuing coverage after payment is sent

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Setting up your account to bind with Pathpoint

Before you can bind an account with Pathpoint, you'll need to complete your appointment and set up your payments account.

  1. First, navigate to your settings page by clicking on your name in the top-right corner and selecting "Settings" in the drop-down.

  1. Click on Start Appointment to complete appointment paperwork digitally. This takes about two minutes.

  1. Scroll down to the Billing section. If your account is unverified, you'll want to set this up too. If you run into any questions, please reach out to Pathpoint customer support.


Selecting a quote and requesting to bind

  1. Go to Submissions.

  1. Click on the Insured for which you want to bind a quote.

  1. Click on the quote.

  1. Click Select option to proceed to subjectivities.

  1. To prepare an end-to-end e-signed document, click Start.

  1. Fill out state-specific surplus lines information. This will prefill into the end-to-end e-signed packet.

  1. Then click to Sign. Both you and the insured will sign.

  1. Accept your signature.

  1. Begin signing.

  1. Once you've signed, you can get an e-sign link to send to your insured.

  1. Then, complete remaining subjectivities.

  1. If you're using Insured Bill, indicate the contact information for the party paying. This could be the insured, your agency, or a third party such as a lender. They will receive an email once subjectivities are approved. Subjectivities will be reviewed within four hours of requesting to bind.

  1. Click on Request to bind.

  1. You'll see a notification that the request to bind has been sent to the Pathpoint team. Within four business hours, a Pathpoint underwriter will reach out with next steps.

  1. On some accounts, you can select quotes across lines of business. The total cost will appear on the right to help keep track of quotes selected.

  1. To proceed to subjectivities, click Continue after selecting quote(s).

  1. Then, click on Continue to Subjectivities.


Correcting subjectivities and re-requesting to bind

  1. Once an underwriter reviews, you may receive an email requesting corrections to subjectivities. Click to make corrections and re-request to bind.

  1. Underwriter comments will display in red for visibility.

  1. Then, Resubmit the bind request. A Pathpoint underwriter will respond within four business hours.


Completing payment

  1. Once subjectivities are accepted, a payment link will be sent. Accepted subjectivities will show in green.

  1. An email with a payment link will be sent to the contact. If using Agency Bill, your agency's billing contact will receive this email. If you're using Insured Bill, the contact indicated on the payment subjectivity will receive this email.


Binding and issuing coverage after payment is sent

  1. Once payment has been made, coverage will be bound. From the policy page you can download the binder document.

  1. You can also download the invoice.

  1. To access or request changes to the policy simply navigate to Policy management.

  1. Coverage will be issued within 14 business days. Note some states, such as NY, require an additional stamping review.


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