Generating a Binder

HawkSoft makes it easy to generate a binder for an Auto, Home, or Commercial policy using the ACORD^© 075 Insurance Binder. This form provides temporary proof of insurance until the policy is issued by the carrier.

HawkSoft automatically populates the form with agency, carrier, client, coverage, and vehicle or property information from the client and policy. Additional information must be entered manually.

Once completed, you can email, print, and attach the form, as well as send the form for e-Signature.

This article explains how to generate a binder for an Auto, Home, or Commercial policy using the ACORD^© 075 Insurance Binder.

To generate a Binder for a policy

Retrieve a client, and then select a policy within that client.
Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.
Select Print/Create > Binder.

The Edit - Insurance Binder(s) dialog opens.
Click New.

For an auto policy with more than one Additional Interest, the Select Additional Interest dialog opens. Select an Additional Interest listed on the policy, and then click Select.

For a package policy, follow the on-screen prompts for all types of policies in the package.

The Auto Binder dialog may open depending on the policy type selected.
Auto Binder
1. Modify the Effective Date and Time of the Binder, if needed.
2. Modify the Expiration Date of the Binder, if needed.
  
  The expiration date defaults to one month from the current date.
3. Select Yes or No from the Show Liability drop-down to determine if liability information should be included on the Binder.
  
  If you select Yes, the liability information populates the Binder from the policy.
4. Optional: Enter a Binder Number.
5. Click OK.
The HawkSoft Form Filler - ACORD 75: Insurance Binder opens.
Confirm and modify the form, as needed.

The fields shaded in gray, and all check boxes, can be modified.
Click Print/Send/Attach in the top left corner.

The Print or Send Document dialog opens.

This dialog enables you to email, print, and attach the form, as well as send the form for e-Signature.

Print or Send Document options

The following options can be applied to your document before you email, print, send for signature, or attach.

You can use the Back button at the bottom of the dialog to return to your form if additional changes are needed.
Example: You can perform any action, such as attach the form, and then go back and modify the form and attach the modified copy as well.

Apply Agent Signature on Action

HawkSoft enables you to select an electronic signature from the Apply Agent Signature on Action drop-down list to add to forms that have an Agent or Producer Signature field.

You must have a signature stored in your HawkSoft profile to use this feature. See My Account Information and Signature to add a signature to HawkSoft.

In addition to your own, signatures for other users are available from the drop-down list if they have been shared with you.
See My Account Information and Signature for more information.

Page Range

Select the specific pages to be included with any of the actions selected below. For example, if a page of the form has exclusions that don't pertain to your state, you can remove that page before sending or printing the form.

Click to see your signature or to verify that you have selected the correct pages.

Attach a copy of the document to the client file on action below

Select this check box before emailing, printing, or sending the document for signature, and if you want to attach a copy of the document to the client/policy Attachments tab when you are done performing actions.

HawkSoft recommends attaching a copy to the client/policy Attachments tab.

Click to open the Edit Attachment Properties dialog to assign a task, modify the Description, as well as other modify attachment details, as needed.

Available Actions

Select any or all of the actions below, as needed. You can select each action in any order. After each action, you will return to the dialog to perform additional options.

A ✓ check mark appears on each action button when completed.

Send Email – The Email Recipients dialog opens. Select the recipients that you want to send the document to. See Email Overview for detailed instructions.

A copy of the email, containing the attached document, is saved to the client/policy Attachments list if the Auto Attach Sent Emails setting in General Settings is checked.

See User Email Setup to configure HawkSoft to send emails through your email provider.

Print Copy – The Print dialog opens. Select printing options, and then click Print.

Send for E-Signature – The Send Document for E-Signature dialog opens. Add signers and email addresses, select a template or enter a message, and drag and drop additional documents to send for signature as needed.

See E-Signature Overview to set up integration between HawkSoft and your e-Signature provider.

Attach Copy – The document is saved and attached to the selected client/policy Attachments tab.

If the Attach a copy of the document to the client file on action below option was selected before performing any of the above actions, a green checkmark indicates that the document has already been attached to the client/policy.
Click Finish and Close when you are done performing Print/Send/Attach actions.
Click Finish to close the Action menu.
The Finalize Log dialog opens.
Add log comments and create a Task as needed, and then click Save Log.

The binder form displays on the Forms tab on the policy. If you selected Attachfrom the Print or Send Documents dialog, then the Binder form also displays on the Attachments tab on the policy.