BindHQ Features

BindHQ

Agency Management Simplified

4.33/5 (12 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Audit Trail
Billing & Invoicing
Broker / Agent Portal
Calendar Management
Cancellation Tracking
Claims Management
Claims Tracking
Commission Management
Contact Management
Customizable Forms
Customizable Templates
Data Import/Export
Digital Signature
Document Imaging
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
For Auto Insurance
Forms Management
Gamification
Insurance Policy Management
Insurance Rating
Invoice Management
Knowledge Base Management
Marketing Automation
Policy Management
Project Management
Property & Casualty
Quotes/Estimates
Real Time Reporting
Reinstatement Tracking
Reminders
Renewal Management
Reporting & Statistics
Role-Based Permissions
SMS Messaging
Tagging
Task Progress Tracking
Underwriting Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Audit Trail
Billing & Invoicing
Broker / Agent Portal
Calendar Management
Cancellation Tracking
Claims Management
Claims Tracking
Commission Management
Contact Management
Customizable Forms
Customizable Templates
Data Import/Export
Digital Signature
Document Imaging
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
For Auto Insurance
Forms Management
Gamification
Insurance Policy Management
Insurance Rating
Invoice Management
Knowledge Base Management
Marketing Automation
Policy Management
Project Management
Property & Casualty
Quotes/Estimates
Real Time Reporting
Reinstatement Tracking
Reminders
Renewal Management
Reporting & Statistics
Role-Based Permissions
SMS Messaging
Tagging
Task Progress Tracking
Underwriting Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Audit Trail
Billing & Invoicing
Broker / Agent Portal
Calendar Management
Cancellation Tracking
Claims Management
Claims Tracking
Commission Management
Contact Management
Customizable Forms
Customizable Templates
Data Import/Export
Digital Signature
Document Imaging
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
For Auto Insurance
Forms Management
Gamification
Insurance Policy Management
Insurance Rating
Invoice Management
Knowledge Base Management
Marketing Automation
Policy Management
Project Management
Property & Casualty
Quotes/Estimates
Real Time Reporting
Reinstatement Tracking
Reminders
Renewal Management
Reporting & Statistics
Role-Based Permissions
SMS Messaging
Tagging
Task Progress Tracking
Underwriting Management
Visit WebsiteCompare App

BindHQ Feature Reviews

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

Caleb W.

The Next Evolution of Insurance Software

2020-08-13

It has evolved over the years to our growing needs. Very easy to train people on, very easy to use.

Pros

Usable anywhere (mobile, laptop, tablet etc).

Cons

Given I'm a numbers nerd there will always be a a report that I would like to run that may not be part of the current iteration of the software. The search feature is still slightly wonky, much better than it used to be.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Liliana O.

Overall Satisfaction

2020-08-17

I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to help whenever needed that's a huge plus.

Pros

We recently got the search option updated to include being able to search by invoice number rather than just by policy number or name and this has been extremely helpful.

Cons

I think credits should not be added nor deducted from total balance as some credits are for financed policies and cannot be taken as credit towards statement payment, this causes extra confusion for most agents and continuously having to remind them they cannot deduct credit as it will be sent directly to finance company.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nikki T.

User Friendly Layout and Functions

2020-08-14

Training new employees on how to utilize BindHQ is so easy that it allows time for our company to focus on industry training without the hassle of learning a clunky, complicated system.

Pros

No need to worry about downloading special software, accessing VPNs, or signing into virtual desktops.

Cons

The file management portion could be refined a bit.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Owsy


Nikki, thanks for your feedback. We note your concerns about the document management. Our product team has place to significantly increase the functionality of this part of the BindhQ solution in the next few months. Sta tuned!

Read more
Karisa P.

Great System

2020-08-13

Pros

There are so many great features built in, like generating a quote cover letter, running production and renewal reports, tracking production revenue, hit and renewal retention ratios, just to name a few.

Cons

BindHQ is loads better than using a document viewing system in combination with a separate email app and service.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jon U.

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
Shiloh S.

Powerful in its simplicity

2020-08-18

Overall, it's a powerful tool that allows us to be efficient and have room to expand as we grow as a company. I'm happy and looking forward to seeing what BindHQ comes up with next!

Pros

I've only used it for a short time but it's been easy to use and seems it's scalability is just right for what we do here at ScotAm.

Cons

The search feature seems to have some quirks i.e. delays when entering info, etc. and more specifically, I would like to be able to search certain information, by state, rather than exporting the data and sorting it.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No

Response from Owsy


Shiloh, thanks for drawing our attention to the search feature. The BindHQ product team is looking into how we can improve this for all our users - we're hoping that you will see a material improvement in the next release cycle.

Read more
Josh T.

BindHQ is the best management system out there

2017-01-12

And there are options on how to access information in your file.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Michael H.

BindHQ - Accounting Perspective - Every Accountant's Dream

2020-03-16

Overall, as BindHQ matures, more and more features for the accounting side are being implemented which has tremendously opened up time for additional tasks. I look forward to seeing how BHQ grows!

Pros

Viewing bills/payments per vendor, agency, or carrier is simple as searching for the respective profile.

Cons

Additional training/tutorial options would be handy, particularly if easily accessible.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Josh T.

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
Tryston M.

BInd HQ

2020-08-13

As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.

Pros

It's user friendly interface, as well as it's ability to link with email.

Cons

It's inability to populate forms such as Surplus lines disclosures

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

Response from Owsy


Tryston, thanks for your feedback, our team is looking at your concerns and is an area of focus for us in the next product cycle.

Read more