Production

Applications & Quotes

• Creating an Application
• Using Application Clearing & Insured Clearing
• Closing & Reopening Applications
• Creating and Editing Insureds
• Creating, Editing & Viewing a Quote
• Binding a Quote

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Policies

• Managing Premium Financing Details on a Policy
• Editing a Policy Number
• Cancelling a Policy with a Pro-rated Premium
• Issuing and Rescinding Notices of Cancellation and Non-Renewal
• Voiding a Bound Policy

Tasks

• Using Pro Rata Calculations
• Searching for Programs in BindHQ
• Ordering an Inspection

Endorsements

• Endorsement Types in BindHQ
• Creating an Endorsement
• Creating a Cancellation Endorsement
• Issuing, Editing, Deleting & Invalidating an Endorsement
• Creating a Reinstatement Endorsement
• Adding and Removing Forms on an Issued Policy by creating Endorsements

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