1. Confirm lines of coverage to be bound
Once a quote has been selected, review the coverage quoted and uncheck the blue checkboxes of any unwanted lines of coverage. This will ensure those lines are not sent along with the bind request.
2. Add Issuance Instructions
Below the direct coverages total is a text area in which issuance instructions for the underwriter can be typed. 
3. Bind the quote
Last but not least, select the green “Bind Selected Lines of Business” button to send request to the underwriter to add the policy number to the submission. You can also enter the policy number manually in the 'issue policy' section of the submission.
Binding business in the IOI is a key step in the process, as it helps capture accurate data that is used for our Agency Reports.