This guide shows you how to create a new quote in cyberBind.
Once you have logged in, navigate to the left-hand side menu panel and select Create Quote.
This will take you to the Product Selection page.
From here, select the product you would like to create a quote for.
You will then be directed to the Submission page, where you can complete all required fields, including Policy Information, Renewal Information, Policyholder Details, and any other relevant inputs.
Be sure to click Save to retain your progress, or click Next to proceed through the remaining pages to complete the submission and generate your quote. Once generated, the quote will be sent to your email, and you will also have the option to Bind.
To view and manage recent activity, navigate to the Quote Dashboard, where you can review and manage all quotes. Click the 3 dots next to quotes for more options.