How do I bind a quote?

If you have just generated a quote for your client and are still on the quote summary page, hover over the quote tile and simply select 'bind quote'. Choose the required policy period by adding the inception date followed by the expiry date of the policy. Once you're ready to bind, accept the acknowlegement by ticking the box and click 'bind quote'. If you are on the portfolio page, navigate to the quote you wish to bind and click the three dots to the right hand side. Select 'bind quote', and proceed as above.

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