AMS360 vs BindHQ

• Seamless integration with PL Rating to export customers for the re-marketing of policies.
• Easy to navigate all sections of the customer information.
• Very useful activity section which can be utilized for your agency's needs.

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• The option for us to CC the BindHQ email to file our correspondence with agents, carriers etc. is my first point for convenience. It is important for us to document just about every piece of every conversation we have and that option makes it seamless to operate efficiently and diligently.
• It is easy to navigate. Simple as that. The layout is aesthetic and well spaced. The pertinent information pertaining to individual accounts is accessible and placed right across the top of the page.
• The ability to move from the current account to an expired account or the other way toward the renewal is very helpful. Often we need to access the previous years information and being able to do that just with a simple drop down at the top of the page makes it quick.

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• Lacks faster, intuitive, modern User Interface.
• Lacks option to search for data in activities.
• Does not create logs even for closed activities (suspense).

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• Rating option directly from account input - I would like to see this feature launched so that we could have a single entry feature that can obtain rates from multiple carriers
• Bdx Reporting - This would help with binding authority business, especially when a monthly report must be sent to a carrier partner

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• Positive impact would be that it has been a learning curve for us.
• No negative impact, as we use this for our client who is an insurance agency. It does not affect our business.

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• Positive - By streamlining our workflow processes it has allowed our production teams to focus more on production and generating more business and not on backend data entry and time wasting functions that we had with previous systems.
• Positive - Production teams are now able to work together seamlessly on a single account regardless of employee location allowing for remote working to function without any time restraints

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