Overview
Binding a policy is the final step in converting a quote into an active Sola policy. Agents or their clients can bind policies. This guide walks you through the binding process.
Agent Binds The Policy For Client
Binding policy from the pricing page of the quote.
After adding all of the quote information, you are taken to the pricing page. If you need to recap the quote process, you can go to our "Get a Quote" guide.
On this pricing page, you will see the following information.
The quote address at the top
The policy limits information and an option to edit this policy limit.
Annual and Monthly payment options.
The quote contact information.
The quote policy information.
To continue with the biding process you will click the "Continue to Payment" button at the bottom right.
Below is an image of what the button looks like.
After continuing to payment, you are taken to the payment page, where you can choose between bank or card payment methods.
Now all you have to do is click "Pay Now" and the policy will be purchased for your client.
Client Binds Policy
Another way a policy can be purchased is by sending a quote document or a purchase link to your client.
Both options will take the client to the same page.
If you send the purchase link, the client will click on it and purchase the policy.
If you send the quote document, they will access the document and click the purchase button, which will then take the client to the same purchase link.
On the purchase link, the client can choose to edit the policy limit and select between annual and monthly payments. If they decide to purchase the policy, they will click the "Continue" button. Below is an example of how the purchase link looks.
