Close applications that are created in error or are no longer active. Closed applications can be reopened as needed
Applies to:
- Producers [/ Underwriters]
- Assistants
Last Updated: January 2021
This article explains how to close Applications in BindHQ.
There are three parts to this article
- Closing an Application
- Filling in Close Application details
- Reopening an Application
Closing an Application
There are two ways to close an Application. Use the Details tab or the Administration tab to close an application:
From the Details tab
- Navigate to an Application and select the Details tab.
- On the right, click the More Options drop-down and select Close Application.
The Close Application pop-up opens. - Fill in the Close Application details.
From the Administration tab
- Navigate to an Application and select the Administration tab.
- Fill in the Close Applications details.
Filling in Close Application details
- (Optional) In the Close Application section, use the Reason drop-down to select a reason for closing the application.
- In the Comment field, enter any additional details about the Application. This field is required.
- Click Close Application.
- The Application’s status is changed to Closed. You can still view the Application and its details at any time.
Reopening an Application
Use the Administration tab to reopen a closed Application.
- Navigate to an Application and select the Administration tab.
- In the Re-open Application section, fill in the Comment field.
- Click Re-open Application.
- The Application’s status is changed to Open.
Comments
0 comments
Article is closed for comments.