Bind and issue a side-by-side submission

About this task

Follow these steps to bind and issue a submission with side-by-side quoting. These instructions assume that you are in a personal auto submission.

Procedure

  1. In a policy transaction with side-by-side quoting, click Tools > Side-by-Side Quoting to jump to that screen.
  2. Click Select in the version that you want to bind and issue.

    PolicyCenter displays the Quote page for the selected version.

  3. If you are in Quick Quote, click Full App. You cannot bind and issue a quick quote submission. You may have to add additional information required for quoting. When you make the change to Full App, PolicyCenter invalidates the quotes and sets the policy periods back to draft status.
  4. Click Quote.
  5. Select Bind Only or Issue Policy from the Bind Options menu.