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