There are two ways to bind a policy, depending on whether it is a carrier with which you are appointed or a carrier that you inherit from a network or wholesaler.
If you are appointed, you will be able to bind the policy through the carrier portal. The quote that you see on the Semsee results page will provide a deep link that takes you directly to the risk.
If you would like to bind a policy with an inheriting carrier, you can click the “Submit for Review” button to notify your parent agency contact that you want them to review it. Alternatively, you can reach out directly to your parent agency contact to ask them to send you more info.
You may mark a policy as “bound” on Semsee, but that is only for informational purposes and will not actually bind the policy.
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