BindHQ Features List

BindHQ Reviews

BindHQ

Agency management for insurance MGAs & distributors

4.75/5 (4 reviews)
26

BindHQ Feature Summary

  • Document storage
  • Email integration
  • Personalized dashboards
  • Social sections
  • Knowledge bases
  • Automated reminders
  • Revenue tracking
  • Gamification & leaderboards
  • Pre-emptive alerts
  • Audit trail
  • Document tagging
  • Activity tracking
  • Invoice management
  • Payment management
  • Full policy management
  • User role & permissions management
  • Reporting & statistics
  • Task assignment
  • Drag-and-drop document upload
  • Document upload via email

Other Industries Feature Comparison

Most popular features of all Other Industries apps

API (90 other apps)
Accounting Integration (43 other apps)
Activity Dashboard (65 other apps)
Activity Tracking (45 other apps)
Automatic Notifications (67 other apps)
Automatic Reminders (59 other apps)
Billing & Invoicing (53 other apps)
Calendar Management (65 other apps)
Client Portal (46 other apps)
Customizable Reporting (51 other apps)
Data Import/Export (43 other apps)
Document Storage (43 other apps)
Drag & Drop Interface (47 other apps)
Electronic Payments (49 other apps)
Inventory Management (55 other apps)
Inventory Tracking (43 other apps)
Invoice Management (70 other apps)
Quote Management (46 other apps)
Reporting & Statistics (65 other apps)
Third Party Integration (56 other apps)

Mobile apps

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BindHQ Feature Reviews

3 reviewers had the following to say about BindHQ's features:

Jon Uyeyama

I have been using BINDHQ since it's inception. I am a producer and mostly use the front end.

2016-01-25

Once a policy is entered, it's very easy to review details, find files, access production reports/etc. Dashboard section is excellent, it's where most producers hang out.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Josh Taylor

BindHQ is the best management system out there

2017-01-12

Unlike other platforms where the competition is using a management system AND an imaging system, it's all held in one tidy, easy to access package in BindHQ.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Josh Taylor

By far the best agency management/document management system out there.

2016-02-10

Whether you need statistics on hit ratios with customers or markets or information on where we are placing a certain class of business, it's right there.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more