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Underwriting
Getting Started
Underwriting
Applications & Quotes
Policies
Tasks
Endorsements
Reporting
Production
Renewals
Compliance
Bordereau
Communication
Administration
Users
Agencies
Marketing Companies
Carriers
Programs
Accounting
Accounts Payable
Accounts Receivable
Bank Management
Policy Accounting
Tax & Compliance
Release Notes
2020
Tools
FAQs
Integrations
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Knowledge Base Home
Underwriting
Getting Started
Underwriting
Applications & Quotes
Policies
Tasks
Endorsements
Reporting
Production
Renewals
Compliance
Bordereau
Communication
Administration
Users
Agencies
Marketing Companies
Carriers
Programs
Accounting
Accounts Payable
Accounts Receivable
Bank Management
Policy Accounting
Tax & Compliance
Release Notes
2020
Tools
FAQs
Integrations
Underwriting
Creating & managing applications, quotes, and policies in BindHQ
Applications & Quotes
Creating an Application
Using Application Clearing & Insured Clearing
Closing & Reopening Applications
Creating and Editing Insureds
Creating, Editing & Viewing a Quote
Editing Premiums, Taxes & Fees on Quotes, Binders and Endorsements
Binding a Quote
Adding an Additional Insured to General Liability Coverage
Adding Additional Interests to Property Risks
Adding Locations & Coverages
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Policies
Editing a Policy Number
Adding Premium Financing Details to Policy
Cancelling a Policy with a Pro-rated Premium
Issuing and Rescinding Notices of Cancellation and Non-Renewal
Voiding a Bound Policy
See more
Tasks
Using Pro Rata Calculations
Searching for Programs in BindHQ
Ordering an Inspection
Endorsements
Endorsement Types in BindHQ
Creating an Endorsement
Adding and Removing Forms on an Issued Policy by creating Endorsements
Issuing, Editing, Deleting & Invalidating an Endorsement
Creating a Cancellation Endorsement
Review, Edit, Delete & Issue Cancellation Endorsements
Creating a Reinstatement Endorsement
Creating an Endorsement for a Pro-rated Premium
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