Bind my risk

Visit the  Quote tab of the risk file to Bind any risk that has received a quote. 

These Dashboard tiles will house risks that are ready to be bound:

• Quoted Risks 
• SAU Quoted Risks 
• Amendments to be Bound

In order to bind, you must also confirm the commissions and taxes. Please note, the commissions and taxes you enter at binding should not be amended.

Quick tip! It is encouraged that you confirm commissions and taxes upon generating a quote, prior to presenting it to your client for review.

Disclaimer! The Knowledge Centre covers all features of the Glide platform. Some details in this article may not be applicable to your version of Glide.