If satisfactory, they will then approve the conditional binder and issue the policy. An underwriter on our team will be notified to review the related documents. You will not need to upload any additional docs yet. If there are no pre-bind contingencies, you will have the option to receive a conditional binder. The retailer can easily use this same link to reassign the signature for the insured to sign. A unique link for the signature is generated for the broker to share and assign to their retail broker. If you’d like to request an e-signature, we offer them via HelloSign to make this process as seamless as possible.Ĭlick the blue text that reads “Request client e-signature”. Once the application is uploaded, finalize the attestation and then click the Bind button. The file type must be a pdf, jpeg, jpg or a png. To upload a signed application, simply click the button and upload the application. There are two methods to complete policy contingencies: request an e-signature or upload a signed application.

If all contingencies are satisfied, the policy will be automatically issued upon clicking Bind. If there are any pre-bind contingencies, such as security red flags or previous claim information, an underwriter will need to review the bind request first. The Bind button will turn blue and activate right after you select the effective dates in this case. If there are only post-bind contingencies, you can get a conditional binder immediately. Review your contingenciesĬheck to see which contingencies are in place. We’ll simply prorate the premium based on the annual policy quote. You can also customize a policy period for any amount of time between 6 and 18 months. Select the effective and expiration dates for the policy using the calendar widgets. You can also easily customize your quote. If needed, you can download the documents individually or as a packet.

Click on the arrow to review the Coverage Details and Documents for each option. Make sure to double-check the coverages, endorsements, and sublimits. Here’s how to bind a policy on At-Bay’s Broker Platform. Just upload a document or email chain confirming the contingency has been met. You can bind any primary submission on the Broker Platform, even if it was originally submitted by email or At-Bay’s API.Īnd if you have a security contingency, you can “request to bind” any submission online with security and red flags. Simply review the premiums, fees, and contingencies, adjust the policy period, and choose your continuity dates. Once you’ve gone through the quoting process, binding online with us is an e-commerce-like experience that lets you review your quote and complete the transaction all in one place. At-Bay’s Broker Platform is the fastest way to quote and bind Cyber, Tech E&O, or MPL policies.

Issue insurance binder to broker