Add a Binder

A binder can be added to a policy only if the policy meets the following criteria:

1. • The policy must be in contracted status. Binders cannot be added to prospective policies.

   • For each selected line, the Issue Binders checkbox must be selected in the account detail for that company.

1. Locate the customer in question and access the Proofs of Insurance area.
   1. To access Accounts from the Home screen, do one of the following:
      
      • Click Accounts on the navigation panel.
      • Click Areas > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.
      • Click Locate on the options bar.

   To access Accounts from another area of the program, do one of the following:

   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.

   2. In the Locate account dropdown menu, select Client.

2. Click Binders under Proofs of Insurance on the navigation panel.
   
   Note: You can access binders from the Policies area by clicking Access > Proofs > Binders > Open Binders or Closed Binders on the options bar or menubar.
3. Do one of the following:
   • Click the Add button to the left of the list.
   • Click New on the options bar and select Proofs > Binder.
   • Click File > New > Proofs > Binder on the menubar.
   • Press [Insert] on your keyboard.
   • Press [Ctrl]+N.
4. Enter a Description of the binder.
5. Optionally select the Include history checkbox.
6. Click on the line of business to which to add the binder.
7. If you want to add another line of business to the binder, select the Include additional lines checkbox below the list.
   
   Note: If you select this checkbox, a window pops up when you click Detail or Finish, prompting you to choose additional lines of business.
8. You can click Finish or press [Enter] to end the workflow at this point. However, it is advisable to click Detail and add the rest of the binder information at this time.
   
   Click Cancel or press [Esc] to exit the workflow without adding a binder.
   
   Click Detail to add more information. (Continue to step 9.)
9. The Binder Detail screen displays. The navigation panel expands to show the available categories for the selected policy. Click a category to show its specific sections on the policy. Click a specific section to view or fill in the information related to that section.

10. A form displays on the right. View, add, or amend the field entries as necessary.
11. To view or revise information on these forms, select the correct line in the list. If there are no items in the list and the form is grayed out, click the Add button . The fields on the form are activated, allowing you to fill in the information.

12. Various tabs display below the list. Each tab contains different fields. To view or revise information in these fields, select the correct line in the list. If there are no items in the list and the fields are grayed out, click the Add button . The fields on the form are activated, allowing you to fill in the information.
    
    To delete an item in the list, click the item and then click the Delete button or press [Delete] on your keyboard. You are prompted to verify the deletion. Click Yes.
13. When you have made the desired changes, do one of the following:
    • Click Save on the options bar.
    • Click File > Save on the menubar.