Welcome

This help center covers the day-to-day workflows you need as an OpenInsure platform user.

Who is this for?

• Underwriters who evaluate submissions, quote risks, and issue policies
• Operations staff who manage approvals, documents, and compliance
• Supervisors who review referrals and approve binds

Where to start

If you're new to the platform, start with the Quote to Policy overview to understand the full lifecycle, then drill into each step as needed.

Guide	What you'll learn
Quote to Policy	The complete submission-to-policy lifecycle at a glance
Reviewing a Submission	Evaluating risk, checking fraud signals, requesting documents
Quoting	Running the rating engine, comparing quote options, handling referrals
Binding	Requesting a bind, the approval workflow, authority levels
Issuing a Policy	Assembling the policy packet, sending for signature, downloading documents