Request To Bind

To order the binding of a policy that is not within your agency's authority, you can use the Request to Bind menu command to create a memo to send to the market company.

1. Select the quote on the Main tab.
2. On the Submission menu, click Request to Bind.

3. In the Submission Entry – Quote Detail – Pg. 2 dialog box, edit the quote as needed.
   Only the Bind and Cancel buttons are available.
4. Click Bind to open Document Processing and edit the request to bind memo as needed.
   You can send the memo as an e-mail message to the market company or you can save, fax, or print the memo.

See Also