BindHQ Features

BindHQ

Agency management for insurance MGAs & distributors

4.75/5 (4 reviews)

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

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Mobile apps

iOS App


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BindHQ Feature Reviews

4 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
Nicole Saladino

Great system - super easy to use!

2016-01-29

With that said, BindHQ takes ease of use and functionality to another level.

Rating breakdown

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