Quote and bind
From rated to bound without leaving the screen.
Quote documents built from your templates and emailed to the broker. When they bind, subjectivities are checked, capacity is confirmed and the policy is issued.
Quote Q-2087-02
Ridgeline Roofing LLC
Quotes out the same day
The quote wizard turns a rated submission into a quote document and an email to the broker.
- Quote documents for each line from your own templates
- Options with different limits and deductibles on one quote
- Subjectivities set on the quote and tracked to bind
- Sent from coverbinder and recorded on the submission
A bind you can stand behind
Bind readiness checks the file before anything is issued.
- Outstanding subjectivities block the bind until they clear
- The binder with capacity for the class chosen for you
- Policy number issued from your numbering scheme
- Declarations, schedule, certificate of insurance and invoice generated
Also in Quote and bind
Built for the bind.
Document templates
Quote, policy and endorsement wordings built from templates with merge fields.
Endorsement library
Your standard endorsements, picked per quote and printed in the right order.
Quote emails
Quotes sent to the broker from coverbinder, with the email kept on file.
Certificates of insurance
COIs generated at bind and on request through the policy term.
Binder routing
Each bind allocated to the binding authority with capacity for it.
Invoices
Premium, taxes and fees invoiced to the broker as the policy is issued.
See it with your own submissions.
A 30-minute walkthrough on your lines, your forms and your binders.
Book a demo