1. From the Quote Breakdown screen in a specific quote, on the top menu, click on Forms, then either ID Card or Binder. 
   • For an ID Card, select Current Policy so that the ID Card will pre-fill with the customer’s information.
2. Then select Print/Preview on the top menu bar.
3. The ID card or Binder will appear in a PDF format. 

NOTE: A PDF viewer such as Adobe Reader is required to view forms. If you don’t currently have a PDF viewer, you can download Adobe Reader for free (a link to download Adobe is available below under Related Links). 

     4.   To email the ID Card or Binder:

• Click on Email ID Card  or Email Binder on the top menu bar.
• Complete the Email Form.
• Click on the Send button at the bottom of the screen (Note: the attachment name will display as either Binder.pdf or IDCard.pdf) .
• The form will be emialed from the User Name and Email Address that is included in your User Profile.

     5.   To print the ID Card or Binder, click on the printer icon on the menu bar below the top menu bar. 

     6.   To close the Form Viewer, click on X Exit ID Card or X Exit Binder.