Agent Binds the Quote

Using IOI Copilot, the agent selects the lines of coverage the customer wants to bind, and inputs binding instructions for the underwriter and sends the bind request. 

1

Confirms Lines of Coverage
to be Bound

Once a quote has been selected, the agent can remove any unwanted lines of coverage by deselecting the blue checkbox next to a line of coverage. This will ensure it is not sent along with the binding request.

2

Adding Issuance Instructions

Below the direct coverage total is a white text area in which the agent can enter issuance instructions for the underwriter. 

3

The Agent Binds a Quote

The agent will now select the green “Bind Selected Lines of Business” button to send a bind request to the underwriter. 

You can now return to the “Overview” or select “Issue a policy” to learn about the next step of the Internet of Insurance process.

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