Before an agent can close a quote that has not been bound, they will be required to select a reason why they were unable to sell the policy. 

To turn this feature on:

1. Go to the Welcome menu and select Preferences
2. Then on the Preferences screen, click on Agency.
3. Click the Reasons Not Bound box.
4. Choose Yes next to Require a Reason for All Quotes Not Bound.
5. Hit Save, and then hit Close to exit the Preferences area.

To define your own custom reasons why a policy may not be sold:

1. Go to the Gear menu and select Preferences
2. Then on the Preferences screen, click on Agency.
3. Click the Reasons Not Bound box.
4. There are some pre-entered choices already displayed in this box.
5. You may add your own reasons by clicking on the link below the box, you may also edit the pre-entered options, and select the default entry.