Binding
How do I bind my first account?
Setting up your account to bind with Pathpoint Selecting a quote and requesting to bind Correcting subjectivities and re-requesting to bind Completing...
Where is the TRIA form?
The TRIA form is included within the carrier quote and included in the end-to-end e-signable binding packet.
How quickly can I receive policy documents once I bind a policy?
Binders or evidence of coverage will be provided by Pathpoint’s team as soon as the carrier has approved the bind request. Policies will be bound wit...
How do I sign the Pathpoint Supplemental Application?
Watch this video to learn how to review and co-sign the Pathpoint Supplemental Application.
How do I know if a quote is ready to bind?
Instant quotes through our platform are bindable. Terms will not change for applications with correct and complete information.
Can I get a quote without submitting signed docs, W-9, or E&O?
Yes, you can submit and quote without signed docs, W-9, or E&O. However, the above documents will be listed as a bind subjectivity, and a link will be...
How do I make a change on a bound policy?
Email us at ops@pathpoint.com or log into your Pathpoint account and use live chat to contact us.
What happens after I request a bind?
Our Operations team will walk you through the binding process. We take care of full post-bind account servicing, calculating surplus lines taxes, fili...