How to Bind In-platform

What to do when you have received a Bindable quote

When you have completed an application, a price is available and 'Bind Now' is showing under bind options, your application is ready to be bound.

When the Bind Now option is selected, you will be taken to the payment menu, where you will choose from the payment options available in the drop-down menu.

Select 'Confirm' then 'Bind' to officially bind the policy.

Depending on the carrier (currently Coterie, Hiscox) you will need to take the initial payment via credit card in-platform to set-up direct billing. For the other carriers, initial payment is not needed.

From this point, advise your client that they will be receiving initial billing invoice from the selected carrier.