If you have the required permission, you can unbind coverage that you have bound (only
until a policy starts the issuance process). You may want to unbind coverage if you bound a
policy in error or received additional information about the submission that invalidates the
policy that you bound. If multiple-quote proposals are enabled and you have bound multiple
policies, the Unbind action unbinds all the policies. The ability to unbind coverage is often restricted because the
Policy Administration System does not support the notion of unbind. If unbinding is not
allowed, you must cancel coverage.
Procedure
Select the quote from navigation sidebar.
Click Unbind.
In the confirmation window, select your reason and enter any additional
comments.
If you select Other, you must enter a reason.
Click Confirm.
Select whether to send a Standard,
Custom, or No email notification, and then
click OK.
If you select Yes - Custom, a
standard email window opens. Complete the email, and click Send
or Save Draft.
Results
The quote status returns to Quoted. You can see the status in the
status indicator across the top of the quote screen.
