Manual Bind Manual Bind rules are used to prevent users from binding a policy under circumstances that require approval from an authorized user. Referral rules are validated when the Calculate Quote process is activated, as defined in the Actions panel of the Validations and Actions page. The Screens and Grids field below displays the selected screens for reference. If the conditions for this rule are met, the attached message is displayed. However, instead of a Bind button, the user has a Request Bind button. If they click Request Bind, the status changes to Bind Requested and only the Underwriter or other authorized user is able to bind the policy. Note: Authorized do not see the Request Bind button. In both Quoted and Bind Requested statuses, they have the Bind button. rules are checked whenever a quote is calculated or issued, whether Validation Quote Validation triggered manually or automatically. These are used to verify that the submission includes all information required to generate a valid quote. If the conditions of this rule are met, the attached message is displayed and the submission returns to status. The user is able to navigate the submission form normally, Incomplete but they must correct the relevant information before a can be successfully generated. Note: The Bypass Quote Validations on Issue Quote option in the Policy Settings page of the master cover causes all Quote Validations to be ignored when a user manually issues a quote. Referral Referral are used to identify details in the submission that require review and manual approval by the Underwriter. rules are validated when the process is activated, as defined in Referral Calculate Quote the Actions panel of the Validations and Actions page. The Screens and Grids field below displays the selected screens for reference. If the conditions for this rule are met, the submission goes into Underwriting Required status. The attached message is displayed and the user has the options to make changes, or to click Request Quote and send the submission into Referred status for review by the Underwriter or other authorized user. If it is an underwriter user who triggers the validation, the system may bypass the Underwriting Required status and go directly to Referred. Special This option is not in use.
Manual Bind Manual Bind rules are used to prevent users from binding a policy under circumstances that require approval from an authorized user. Referral rules are validated when the Calculate Quote process is activated, as defined in the Actions panel of the Validations and Actions page. The Screens and Grids field below displays the selected screens for reference. If the conditions for this rule are met, the attached message is displayed. However, instead of a Bind button, the user has a Request Bind button. If they click Request Bind, the status changes to Bind Requested and only the Underwriter or other authorized user is able to bind the policy. Note: Authorized do not see the Request Bind button. In both Quoted and Bind Requested statuses, they have the Bind button. Validation Quote Validation rules are checked whenever a quote is calculated or issued, whether triggered manually or automatically. These are used to verify that the submission includes all information required to generate a valid quote. If the conditions of this rule are met, the attached message is displayed and the submission returns to Incomplete status. The user is able to navigate the submission form normally, but they must correct the relevant information before a can be successfully generated. Note: The Bypass Quote Validations on Issue Quote option in the Policy Settings page of the master cover causes all Quote Validations to be ignored when a user manually issues a quote. Referral Referral are used to identify details in the submission that require review and manual approval by the Underwriter. Referral rules are validated when the Calculate Quote process is activated, as defined in the Actions panel of the Validations and Actions page. The Screens and Grids field below displays the selected screens for reference. If the conditions for this rule are met, the submission goes into Underwriting Required status. The attached message is displayed and the user has the options to make changes, or to click Request Quote and send the submission into Referred status for review by the Underwriter or other authorized user. If it is an underwriter user who triggers the validation, the system may bypass the Underwriting Required status and go directly to Referred. Special This option is not in use.
Bridge%202.4.89%20-%20User%20Guide%20-%20Master%20Covers.docx