FAQ ID # 334
Last Update : 2015/09/14
Rating : Not Rated
Add to favorites
Print this FAQ

Question / Issue
What is Reason Not Bound?

Answer / Solution

The Reason Not Bound entry allows agents to track why they are not able to sell a quote.  This entry can be found on the Policy tab in the Additional Information section.



It can also can be accessed anywhere from within the quote by clicking the Note/Bound button and selecting Policy Bound Yes/No.  Select reason in the Quote Status box.



Agency Administrators can report on this field at anytime by accessing the  Reports-Advanced under the Options menu. 

Once in the Performance Reports, click on Quotes Not Bound under the Producers/Cust Serv Reps section.




Direct Link to This FAQ

Reasons Not Bound entry

Back to Top