TITAN CL Request Bind

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All policies with a contract binding market are bound by the BSS team. Before requesting a bind,

Update the quote with any changes to the named insured, policy dates, TRIA, etc.
Confirm the agreement number is accurate (B for Brokerage and C for contract binding).
Verify required binding documents are clearly labeled and filed appropriately in Archive. Use FINAL or SIGNEDin the name to eliminate confusion for the back office. Required binding documents include, but are not limited to:
- A completed, signed, and dated Acord Application
- Supplemental Application(s)
- TRIA form
- Diligent Effort or any other applicable state specific form.

Note: If the carrier doesn’t require a new application every year, simply archive a copy of the prior year’s application in the current term with a note addressing the policy date discrepancy.

To notify BSS a quote is ready to be bound, select the appropriate quote under the Quote tab. Then, click Request Bind.

Request Bind Screen

The Request Bind screen will display. Click the * in each section for instructions.

Policy Info

Effective dates: Verify. Edit if necessary.
Policy number field: Enter the policy number. If a policy register will be used, leave as the APP number for new business submissions and the expiring policy number for renewals.
All bind docs are in TITAN Imaging: Check this box to certify all required documents are filed in TITAN Imaging. This is a requirement before binding.
Remove from active accounts: Check this box to remove the account from your Active Accounts.

Click here to return to the Request Bind Screen section.

Manage Location

Click +Add Location to add a new location. Existing locations can only be edited in the binding/quote tab.

Click here to return to the Request Bind Screen section.

Inspections Instructions

If no inspection is needed, select No and move on to the next section. Click here to return to the Request Bind Screen section.

Inspection Ordered by Market

If an inspection is ordered by the carrier, select Yes – Market Ordered Inspection and move on to the next section. Click here to return to the Request Bind Screen section.

RSG Ordered Inspection

If an inspection is needed, and ordered by RT, select Yes – RSG Ordered Inspection.

Click +Add Locations.

Choose the inspection company from the dropdown menu.
Select the location to be inspected from the dropdown menu. If there are multiple locations to be inspected, but not all locations, you must create an inspection request for each location.
Enter the inspection contact’s information
Select the type of inspection and inspection report.
Choose the rating basis and enter any protective safeguard information.
Type in any special instructions for the inspection.
Click Save.

Click here to return to the Request Bind Screen section.

Coverage/Exclusions Wording

Click +Add Wording to add form fill-in information.
Select the form type from the dropdown menu, then type the description into the description field. When finished, click Submit.

Click here to return to the Request Bind Screen section.

Acct Exec Commission Split

The account executive and commission split that were entered on the quote will display here.

To split commission, click +Add Acct Exec. Commission and fee revenue will split at the same percentage. Use the Production Split Calculator from the RSG Portal to determine correct allocations if commission and fee revenue are split at different percentages.
Select the other account exec from the dropdown and fill in the percentage split.

Click here to return to the Request Bind Screen section.

Bind Instructions

Click Select Workdocs to bring up a window listing the account’s work docs.
Click the blue plus next to the carrier binder or final quote to attach it to the bind order.
Then, click Finish.

Enter any additional binding instructions, including any fill-in form information, in the Additional Instructions field. Text templates are available using the dropdown menu. If uploading a full unstamped policy instead of the binder, include a note here indicating as such.

Click here to return to the Request Bind Screen section.

Send

When all information has been entered on this screen, click Send.

The Quote Status changes to Bound and the submission Status changes to Bind Submit.

The BSS team will bind the account in the background system, send the binder and invoice to the retail agent, and file the sent email in Archive. The target turnaround time is 24 hours. To follow up on a sent request, reach out to the appropriate contacts listed on the BSS Email Services guide.