Bind my new web proposal

Select Bind from the Risk Summary page when your client has agreed to move forward with a binding order.

You must review and confirm commissions and taxes prior to binding the risk proposal.

As soon as you bind the risk, your account is updated to include the relevant insurance documentation. As part of the risk file you will find:

• your invoice for payment under the quote tab of the bound risk. You must produce an invoice for your client and issue payment by the payment due date. 
• the insured's Certificate of Insurance under the summary tab of the bound risk

Quick tip! Binding a web proposal is the same process as binding a proposal you have created on your own. You can track proposals sourced by a web link using the Risks Report.

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.