You searched for "Bound"
9 FAQs Found
Page 1 of 1
How do I force bridged quotes to be marked bound automatically?
How does the Require a Reason for All Quotes not Bound feature work?
What is the Quotes Not Bound Report?
How can I report on why we are loosing sales?
How do I run a report on the number of policies bound by producer?
Why can't the Save Quotes Automatically feature not be used in conjunction with the Require a Reason for all Quotes not Bound feature?
What is Reason Not Bound?
How do I disable/enable the "Reason not Bound" drop down menu on the bridging screen?
How to change the requirement for the Bound/Not Bound menu
How do I mark a policy bound?
What is the difference between Policy Status and Bound Status?
Poolicy Status vs Bound Status
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