Add a Binder

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Customers.
3. Select the desired customer from the list.
4. Click the Policy List button on the button bar to access the Policy List.
5. In the Policy List, select the policy associated with the binder you want to add.
6. Click Options and then click Binders.
7. Click Yes to confirm that this is a new binder.
8. If applicable, the New Binder screen displays, giving you the option to update the binder edition and/or to copy a previous binder for this policy. Select the appropriate checkbox(es) and click OK.
9. If prefilled forms are available, the Prefilled Forms window displays. Select any applicable prefills and click OK.
10. Select the appropriate section for this binder.  For commercial lines, click on the appropriate policy in the list, highlight a section, and use the Select button to move a section from the Section(s) list to the Selection(s) list. After you have completed your selections, click OK. The new binder displays.
11. Enter all applicable binder information. Click the tabs at the bottom of the screen to move to different binder screens. It is important to note the following:
    • On the Insured tab, you can opt to make the binder effective at 12:01 a.m. or at Noon.
    • Make sure the Binder Open checkbox is selected on the Insured tab. If you need to close the binder, access the binder and deselect this checkbox.
    • In order to add information to the Notes tab, you need to click the Add button below the button bar. After you have typed the body of the note, click Add again if you wish to add another note. The notes do not print as part of the form; they print separately.
12. When you have finished entering information, click File > Save, then click File > Exit to close the binder screen.