Sales - Bind It - Inside Insurance

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Sales – Bind ItMatthias Allred2024-06-10T14:56:57-06:00

Bind It

Required Extension Fields

Email(Required)

Phone Number(Required)

First Name(Required)

Last Name(Required)

Agent(Required)

How many policies are you binding(Required)

Policy 1

Select Bind Request Type(Required)

Send Cancellation Request(Required)

Policy Type(Required)

Property (All Types)

Vehicle (All Types)

Other (All Types)

Effective Date(Required)

MM slash DD slash YYYY

Policy Term

Insurance Company(Required)

Premium Sold(Required)

Quote # (If Known)

Binding Instructions(Required)

Underwriting Questions?(Required)

Mortgagee Billed(Required)

Mortgage Company

Loan Number

Pay Plan

Mode of Payment

Authorized First Payment Amount

Policy 2

Select Bind Request Type(Required)

Send Cancellation Request(Required)

Policy Type(Required)

Property (All Types)

Vehicle (All Types)

Other (All Types)

Effective Date(Required)

MM slash DD slash YYYY

Policy Term

Insurance Company(Required)

Premium Sold(Required)

Quote # (If Known)

Binding Instructions(Required)

Underwriting Questions?(Required)

Mortgagee Billed(Required)

Mortgage Company

Loan Number

Pay Plan

Mode of Payment

Authorized First Payment Amount

Policy 3

Select Bind Request Type(Required)

Send Cancellation Request(Required)

Policy Type(Required)

Property (All Types)

Vehicle (All Types)

Other (All Types)

Effective Date(Required)

MM slash DD slash YYYY

Policy Term

Insurance Company(Required)

Premium Sold(Required)

Quote # (If Known)

Binding Instructions(Required)

Underwriting Questions?(Required)

Mortgagee Billed(Required)

Mortgage Company

Loan Number

Pay Plan

Mode of Payment

Authorized First Payment Amount

Policy 4

Select Bind Request Type(Required)

Send Cancellation Request(Required)

Policy Type(Required)

Property (All Types)

Vehicle (All Types)

Other (All Types)

Effective Date(Required)

MM slash DD slash YYYY

Policy Term

Insurance Company(Required)

Premium Sold(Required)

Quote # (If Known)

Binding Instructions(Required)

Underwriting Questions?(Required)

Mortgagee Billed(Required)

Mortgage Company

Loan Number

Pay Plan

Mode of Payment

Authorized First Payment Amount

Policy 5

Select Bind Request Type(Required)

Send Cancellation Request(Required)

Policy Type(Required)

Property (All Types)

Vehicle (All Types)

Other (All Types)

Effective Date(Required)

MM slash DD slash YYYY

Policy Term

Insurance Company(Required)

Premium Sold(Required)

Quote # (If Known)

Binding Instructions(Required)

Underwriting Questions?(Required)

Mortgagee Billed(Required)

Mortgage Company

Loan Number

Pay Plan

Mode of Payment

Authorized First Payment Amount

Down Payment Information

Down Payment Method

Name on Account

Bank Routing Number

Bank Account Number

Name on Card

Credit Card Number

Expiration Date

Security Code

Billing Zip Code

Draft Date

MM slash DD slash YYYY

Recurring Payment Information

Same as Downpayment

Yes

No

Recurring Payment Method

Name on Account

Bank Routing Number

Bank Account Number

Name on Card

Credit Card Number

Expiration Date

Security Code

Billing Zip Code

Instructions

Bind Notes:

Upload Files for Binding

Upload Files

Drop files here or

Max. file size: 128 MB.

Client Campaigns & Follow Ups

Follow Ups Needed

Update Mailing Address on Other Policies

Update Address in EZ and IFS

Prior Proof of Insurance

Good Student Discount Documentation

Cancel Previous Insurance

Set Follow up for Cross Sell

Add Multi-Policy Discount to Other Policies

Custom CSR Task

Client Campaigns

Home Refund Reminder

Auto Refund Reminder

Loan Sold Reminder (New Purchase)

Home Inspection - Exterior Only

Home Inspection - Interior & Exterior

Travelers Phone Survey Reminder

Grades for Good Student Discount Reminder

Enroll in 5 yr follow up campaign

Custom CSR Tasks Notes