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BindHQ

Name: BindHQ
Rating: 4.5 (2 reviews)

By Owsy

1393 Interested

Highlights : About BindHQ

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

About BindHQ

BindHQ is a cloud-based insurance agency management system from Owsy, designed to be used by financial professionals, insurance distributors, program managers, and managing general agents (MGAs) who are focused on P&C (property and casualty), personal lines, and professional liability insurance. The software can be used to manage invoices, payments, policies, user rights and access permissions, reporting, and more. BindHQ offers 200GB of file storage space, allowing users to upload documents, PDFs, images, videos, and more, and share these with their colleagues. With email client integration, users can access their inbox from within BindHQ’s interface and either email files to their own custom email address, or drag-and-drop documents to upload them into the system. Any activities which are performed on files are recorded, generating a complete audit trail. Documents can also be tagged to streamline retrieval at a later date. Each employee can view their own customized dashboard in BindHQ, which gives them an overview of their personal tasks, current revenue trends, and any important company-wide information. Alerts are generated automatically to remind users to complete high priority tasks, renewals, or marketing activities. Reports on compliance, geographic activity, sales efficiency, and more can also be created.

Specifications

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Documents can be uploaded to BindHQ by dragging-and-dropping them into the interface, or by emailing them directly to a custom email address.

Customized dashboards display company-wide information, revenue trends, and tasks to users, with reminders for high-priority tasks and renewals, with the option to add gamification elements and leaderboards to encourage competition between employees.

Key carrier and policy files can be uploaded and stored in a central location to allow access for all users, and any activities performed are tracked to create a clear audit log.

Distributed teams can be kept in touch through knowledge bases and social sections.

Policy administration, billing and invoicing, payments, reporting, and more can be managed within a single platform, with users given fine-grained control over administration roles and permissions.

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