Send the FOS and confirm binding
Operations · Fictional Hawthorn example
Silent video; editable captions can support a future British English voiceover.

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On the accepted Quotation, review FOS PDF from the PDFs menu.

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Mark the FOS ready. Preparation still does not send or bind the placement.

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Open Send FOS to Insurer and review the insurer groups and Underwriter recipients.

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Select the insurer first, then select its intended Underwriter recipients.

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Check the email and send the FOS. This requests insurer agreement; it does not bind cover.

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Check Delivery & binding for the saved insurer delivery outcome.

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After receiving insurer agreement, choose Confirm Bound.

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Check the Policy label, agreed bound terms and actual policy dates.

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Retain one insurer-confirmation note or a new evidence file supporting the agreed placement.

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Enter the actual binding date, then confirm the agreed placement.

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Confirm Bound creates the Policy. Open View Policy to continue with its details and documents.