Breathe – Bind It! – Benefit Source Partners

Bind it!

It's great to know we're making a difference together!

How many policies are you binding?
If Property Policy, do you need an EOI sent to Lender?
- Yes, please send EOI
You must put the Request for Evidence of Insurance in EZLynx!
Send Follow Up to Confirm New Address
- 10 Day Email to confirm Address Change on all Policies
- 30 Day Email to confirm Address Change on all Policies
Only use this for New Purchase when their mailing address needs to be changed on other policies.
Create Task to CS to apply Multi-Policy Discounts
- Send Discount Audit Task to CS
This sends a Taks to CS to make sure Multi-Policy Discounts are applied to all policies correctly.
Policy 1
Policy Type
Insurance Company
Premium Sold*
Quote # (If Known)
Property (All Types)
Effective Date
Date Format: MM slash DD slash YYYY
Mortgagee Billed
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Vehicle Type
Effective Date
Date Format: MM slash DD slash YYYY
How Many Autos on Policy?
Auto 1: Model
Auto 1: Odometer
Auto 2: Model
Auto 2: Odometer
Auto 3: Model
Auto 3: Odometer
Auto 4: Model
Auto 4: Odometer
Auto 5: Model
Auto 5: Odometer
Auto 6: Model
Auto 6: Odometer
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Other Type
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Policy 2
Policy Type
Insurance Company
Premium Sold*
Quote # (If Known)
Property (All Types)
Effective Date
Date Format: MM slash DD slash YYYY
Mortgagee Billed
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Vehicle Type
Effective Date
Date Format: MM slash DD slash YYYY
How Many Autos on Policy?
Auto 1: Model
Auto 1: Odometer
Auto 2: Model
Auto 2: Odometer
Auto 3: Model
Auto 3: Odometer
Auto 4: Model
Auto 4: Odometer
Auto 5: Model
Auto 5: Odometer
Auto 6: Model
Auto 6: Odometer
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Other Type
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Policy 3
Policy Type
Insurance Company
Premium Sold*
Quote # (If Known)
Property (All Types)
Effective Date
Date Format: MM slash DD slash YYYY
Mortgagee Billed
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Vehicle Type
Effective Date
Date Format: MM slash DD slash YYYY
How Many Autos on Policy?
Auto 1: Model
Auto 1: Odometer
Auto 2: Model
Auto 2: Odometer
Auto 3: Model
Auto 3: Odometer
Auto 4: Model
Auto 4: Odometer
Auto 5: Model
Auto 5: Odometer
Auto 6: Model
Auto 6: Odometer
Binding Instructions
Mode of Payment
Pay Plan
Authorized First Payment Amount
Other Type
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Policy 4
Policy Type
Insurance Company
Premium Sold*
Quote # (If Known)
Property (All Types)
Effective Date
Date Format: MM slash DD slash YYYY
Mortgagee Billed
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Vehicle Type
Effective Date
Date Format: MM slash DD slash YYYY
How Many Autos on Policy
Auto 1: Model
Auto 1: Odometer
Auto 2: Model
Auto 2: Odometer
Auto 3: Model
Auto 3: Odometer
Auto 4: Model
Auto 4: Odometer
Auto 5: Model
Auto 5: Odometer
Auto 6: Model
Auto 6: Odometer
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Other Type
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Policy 5
Policy Type
Insurance Company
Premium Sold*
Quote # (If Known)
Property (All Types)
Effective Date
Date Format: MM slash DD slash YYYY
Mortgagee Billed
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Vehicle Type
Effective Date
Date Format: MM slash DD slash YYYY
How Many Autos on Policy?
Auto 1: Model
Auto 1: Odometer
Auto 2: Model
Auto 2: Odometer
Auto 3: Model
Auto 3: Odometer
Auto 4: Model
Auto 4: Odometer
Auto 5: Model
Auto 5: Odometer
Auto 6: Model
Auto 6: Odometer
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Other Type
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Policy 6
Policy Type
Insurance Company
Premium Sold*
Quote # (If Known)
Property (All Types)
Effective Date
Date Format: MM slash DD slash YYYY
Mortgagee Billed
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Vehicle Type
Effective Date
Date Format: MM slash DD slash YYYY
How Many Autos on Policy?
Auto 1: Model
Auto 1: Odometer
Auto 2: Model
Auto 2: Odometer
Auto 3: Model
Auto 3: Odometer
Auto 4: Model
Auto 4: Odometer
Auto 5: Model
Auto 5: Odometer
Auto 6: Model
Auto 6: Odometer
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Other Type
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Policy 7
Policy Type
Insurance Company*
Premium Sold*
Quote # (If Known)
Property (All Types)
Effective Date
Date Format: MM slash DD slash YYYY
Mortgagee Billed
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Vehicle Type
Effective Date
Date Format: MM slash DD slash YYYY
How Many Autos on Policy?
Auto 1: Model
Auto 1: Odometer
Auto 2: Model
Auto 2: Odometer
Auto 3: Model
Auto 3: Odometer
Auto 4: Model
Auto 4: Odometer
Auto 5: Model
Auto 5: Odometer
Auto 6: Model
Auto 6: Odometer
Binding Instructions
Mode of Payment
Pay Plan
Authorized First Payment Amount
Other Type
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Policy 8
Policy Type
Insurance Company
Premium Sold*
Quote # (If Known)
Property (All Types)
Effective Date
Date Format: MM slash DD slash YYYY
Mortgagee Billed
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Vehicle Type
Effective Date
Date Format: MM slash DD slash YYYY
How Many Autos on Policy?
Auto 1: Model
Auto 1: Odometer
Auto 2: Model
Auto 2: Odometer
Auto 3: Model
Auto 3: Odometer
Auto 4: Model
Auto 4: Odometer
Auto 5: Model
Auto 5: Odometer
Auto 6: Model
Auto 6: Odometer
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Other Type
Binding Instructions
Pay Plan
Mode of Payment
Authorized First Payment Amount
Down Payment Information
Do not enter payment if for a policy that is Mortgagee Billed.
Down Payment Method
Bank Account Number
Bank Routing Number
Draft Date
Date Format: MM slash DD slash YYYY
Credit Card Number
Expiration Date
Security Code
Billing Zip Code
Reocurring Payment Information
Reoccurring Payment Method
Bank Account Number
Routing Number
Draft Date
Date Format: MM slash DD slash YYYY
Credit Card Number
Expiration Date
Security Code
Billing Zip Code
Instructions
Is Mailing Address different from Physical Address?*
- Yes
- No
Mailing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Do you need to send an Accord Loss Policy Release?
For which policy or policies?
Send Applications By:*
Send to Client after Binding*
Bind Notes:
EZLynxAppID*
Email*
*
- Bind It

Bind it!

It's great to know we're making a difference together!

Policy 1

Policy 2

Policy 3

Policy 4

Policy 5

Policy 6

Policy 7

Policy 8

Down Payment Information

Reocurring Payment Information

Instructions