Underwriter Actions

10 articles

Bind a Quote

Once a broker has requested to bind the quote to a carrier, it is set to a status  For Stamping.  An under...

As an underwriter you can convert a quote that has been referred.  You can choose to convert the quote to either ...

A VRI is offered when the answer criteria have not met those standards for Quoted status and as a result answers need...

If a quote has been Referred, an underwriter user can choose to decline the quote and change it to Declined status. ...

For quotes with the status 'For Stamping', you may want to download the Binding Slip so you can add a stamp to the do...

This article is for underwriter users, for broker users Quote Overview click here. For a quote with status Quote...

Actions allow you to perform tasks on quotes and risks. In the Quote List page there is an Actions button for each ...

The  Upload and Bind feature is one of the methods of binding a quote, the alternative feature is Stamp an...

Once a quote has been bound by an underwriter, the stamped binding slip is available to view and download for that...

Once a quote has been bound by an underwriter, endorsements can be added and managed for that bound risk.  You...

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