The Stamp and Bind feature is one of the methods of binding a quote, the alternative feature is Upload and Bind.
This article is for Underwriter users.
An underwriter user can add their own stamps into the Lime Street Marketplace Control Panel. A stamp can be selected during the Stamp and Bind process, and it is automatically added to the binding slip during the bind.
Once ready to bind the quote, in the Quote List use the Actions menu for a quote with the status ‘For Stamping’:
Select the Binding Slip option.
This will take you to a Binding Overview page where you can Stamp the quote and set it to Bound.
Example of Binding Overview Page:
Note: if the Stamp and Bind button is not available then it may mean that you have not added any stamps into the Control Panel. To add stamps then please see section
Adding Stamps.
Options
There are two options available on how to proceed with binding the quote:
- Stamp and Bind – the system automatically binds the quote using a stamp that has been added in your Stamps section of the Control Panel
- Upload and Bind – you manually stamp the slip before uploading it to the system
Stamp and Bind
If the Stamp and Bind button is available, then this will automatically stamp the document and bind the quote.
Press the Stamp and Bind button:
This will display the Bind Quote dialog including the Stamps that you have previously added.
Example of Bind Quote dialog:
Select the Stamp you want to use for the slip and the Bind button will become enabled:
Press the Bind button.
The quote will change to Bound status and the slip will automatically be stamped with the selected stamp.