How do I select coverage to bind?

Learn how to select the coverage you want to bind

Chris Shafer avatar
Written by Chris Shafer
Updated over a week ago

1. You can access the quote page through the accounts table of your dashboard or through the email alert you receive when a quote is available.

2. You will see an Overview that shows the coverage that you want to bind.

3. To modify coverage you would like to bind click on Directors & Officers, Employment Practices, or Fiduciary.

4. You can then click to edit and select the coverage you want to bind for that particular coverage line.

5. The coverage you select to bind for Directors & Officers, Employment Practices, and/or Fiduciary will automatically update and appear in Overview.

6. To select and bind shared limits click Add Shared Limit and select an aggregate limit in Overview.

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