Name: BindHQ
Price: 300 USD
Rating: 7 (6 reviews)
Author: Owsy LLC

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Push Notifications

Text Editors

Development

Online Learning

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

App Development

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Managed Print

Network Performance Monitoring

Process Mining

Security Awareness Training

Software Defined Storage (SDS)

Solid State Drives

Tower Servers

Virtual Desktop Infrastructure (VDI)

Virtual Private Network (VPN)

VoIP Monitoring

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Data Management

Digital Analytics

Digital Experience Platforms (DXP)

Email Management

Email Marketing

Event Registration

Graphics

Heatmap and Session Recording

Marketing Automation

Marketing OS

Online Reputation Management

Real-Time Interaction Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

eCommerce

Sales

Assisted Living

Car Rental

Church Management

Construction Accounting

Jail Management

Vertical-Specific

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### Account Management
Users generally praise BindHQ's account management capabilities, highlighting its efficiency in streamlining workflow processes and enabling teams to collaborate seamlessly on single accounts. However, some users have expressed concerns about certain limitations, such as the search function being too strict and occasional issues with email integration. Despite these drawbacks, the overall consensus leans towards the positive side, with users appreciating the user-friendly layout and the time-saving features offered by BindHQ's account management functionality. (Source Reviews: [1](https://www.trustradius.com/reviews/bindhq-2020-12-03-15-21-14), [2](https://www.trustradius.com/reviews/bindhq-2020-12-09-14-30-49), [3](https://www.trustradius.com/reviews/bindhq-2020-09-22-14-14-28), [4](https://www.trustradius.com/reviews/bindhq-2020-09-02-16-07-26))

### Producer Management
User feedback on BindHQ's producer management features is generally positive, with users highlighting the platform's ability to streamline workflow processes, enhance collaboration among production teams, and facilitate remote working without constraints. The system's production reporting functionality allows for real-time tracking of individual and organizational production goals, fostering a culture of accountability within the company. While some users suggest improvements such as easier access to contact information and enhanced reporting capabilities, overall, BindHQ's producer management tools are seen as effective in driving business objectives and improving operational efficiency. (Source Reviews: [1](https://www.trustradius.com/reviews/bindhq-2020-12-03-15-21-14), [2](https://www.trustradius.com/reviews/bindhq-2020-12-09-14-30-49), [3](https://www.trustradius.com/reviews/bindhq-2020-12-14-14-12-13), [4](https://www.trustradius.com/reviews/bindhq-2020-09-02-16-07-26), [5](https://www.trustradius.com/reviews/bindhq-2020-09-22-14-14-28))

### Carrier and Agency Partnerships
Reviewers have varying opinions on BindHQ's carrier and agency partnerships functionality. Some users appreciate the convenience of being able to CC emails to document correspondence with agents and carriers efficiently. They find the system easy to navigate, with accessible information for individual accounts. However, others express concerns about the system's limitations in producing detailed agency-level and account-level data, making it challenging to assess individual agency partners' performance. Despite improvements in responsiveness from the support team, there are still lingering issues in this aspect. (Source Reviews: [1](https://www.trustradius.com/reviews/bindhq-2020-12-03-15-21-14), [2](https://www.trustradius.com/reviews/bindhq-2020-09-02-16-07-26), [3](https://www.trustradius.com/reviews/bindhq-2020-12-09-14-30-49), [4](https://www.trustradius.com/reviews/bindhq-2020-12-14-14-12-13))

### Reporting and Analytics
Some users express a desire for more streamlined processes in generating reports and managing analytics within BindHQ. They highlight the need for features like direct bill credit creation and improved bank reconciliation to enhance efficiency and reduce errors. On the other hand, positive feedback emphasizes the search function's effectiveness and the team's receptiveness to suggestions for enhancing reporting capabilities. While there are suggestions for improvement, users appreciate the current reporting functionalities that allow for easy exportation to CSV and the overall openness of the BindHQ team to feedback. (Source Reviews: [1](https://www.trustradius.com/reviews/bindhq-2020-09-22-14-14-28), [2](https://www.trustradius.com/reviews/bindhq-2020-12-03-15-21-14), [3](https://www.trustradius.com/reviews/bindhq-2020-12-14-14-12-13))

### Document Management and Exportation
User feedback on BindHQ's document management and exportation capabilities varies, with some highlighting its convenience and ease of use, while others point out drawbacks such as search function limitations and occasional email integration issues. Despite these challenges, users appreciate the system's ability to generate reports for exportation to CSV, aiding in data backup and tracking. The platform's production reporting feature is also praised for providing a comprehensive overview of organizational performance and enabling individual goal tracking in real-time. Additionally, the system's clean and detailed file organization facilitates easy access to documents for production teams and underwriters, streamlining operations and partner audits. (Source Reviews: [1](https://www.trustradius.com/reviews/bindhq-2020-12-09-14-30-49), [2](https://www.trustradius.com/reviews/bindhq-2020-12-14-14-12-13), [3](https://www.trustradius.com/reviews/bindhq-2020-12-03-15-21-14), [4](https://www.trustradius.com/reviews/bindhq-2020-09-02-16-07-26))

### Information Management
User sentiment regarding BindHQ's information management functionalities is varied. While some users appreciate the platform's user-friendly layout and robust search function for tracking down accounting information efficiently, others have highlighted areas for improvement. These include enhancing the search function to allow for more flexibility in finding accounts with potential typos and addressing issues such as emails occasionally not printing into the file promptly. Despite these concerns, users acknowledge the platform's modern approach to insurance systems and the time-saving benefits it offers, particularly in tasks like bank reconciliation and bill payments. (Source Reviews: [1](https://www.trustradius.com/reviews/bindhq-2020-12-14-14-12-13), [2](https://www.trustradius.com/reviews/bindhq-2020-12-09-14-30-49), [3](https://www.trustradius.com/reviews/bindhq-2020-12-03-15-21-14), [4](https://www.trustradius.com/reviews/bindhq-2020-09-22-14-14-28))

User-Friendly Interface: Users have consistently praised BindHQ for its user-friendly interface, with many reviewers stating that it is easy to navigate and understand. The layout and design of the software were particularly highlighted as modern and visually appealing. This positive sentiment was shared by a significant number of users.

Effective Search Feature: Many users have lauded the search feature in BindHQ, expressing their satisfaction with its robustness and effectiveness in quickly retrieving specific information. Reviewers mentioned that they rely on this feature daily to track down accounting details, making it an invaluable tool for their work. The high praise for the search function indicates its widespread popularity among users.

Time-Saving Bank Reconciliation Module: A notable number of users have commended BindHQ's bank reconciliation module as a time-saving feature. They appreciate how it eliminates the need for manual Excel reconciliations and simplifies the process. Users find selecting the bank account, date, and final balance sufficient to reconcile items efficiently. Additionally, they highly value the ability to review large deposits using a CSV file.

Confusing Terminology: Many users have expressed their frustration with the confusing terminology used in BindHQ Claim. They find it to be inconsistent with what they are accustomed to, leading to confusion and potential errors in their work processes.

Lack of Email Out Functions: A significant number of users have raised concerns about the absence of email out functions in BindHQ. This limitation prevents them from easily communicating and sharing information within the system, forcing them to rely on external email platforms or manual methods.

Inefficient Renewal Process: One particular user has described the renewal process in BindHQ as inefficient and absurd. Unfortunately, this negative experience highlights a substantial drawback in terms of how smoothly and effectively renewals can be managed using the platform.

Basic

BindHQ

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

Likelihood to Recommend

Usability

Support Rating

BindHQ's to-the-minute reporting dashboard provides owners and managers with the tools and insights to manage their companies to higher profitability

BindHQ's brokerage workflow manager provides submission tracking to help producers track their submissions and personalize their outreach at scale

BindHQ's intuitive UX and UI makes entering submission data a breeze and its smart automations removes the need for duplicative data entry - giving valuable time back to producers to focus on core revenue generating activities

Owsy LLC

Microsoft Office 2016 (discontinued)

Accounting Coordinator

BindHQ 2020-09-22 14:14:28

Salesforce Sales Cloud

Vertafore Agency Platform

Salesforce CMS

BindHQ 2020-09-02 16:07:26

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Set up

One screen

Level data

Reduce time

Reports are available

Notes section

Due date

Reporting tool

Contact information

Report builder

User friendly

Quick and easy

Platform integrations

Team behind

Pertinent information

User friendly layout

Bill payments

Open to suggestions

Super simple

Individual accounts

Home

Insurance Agency Management Systems

BindHQ is used across the whole organization. BindHQ is the main platform where we track our business. It provides a program that is both efficient and user friendly for our employees.

The search function does particularly well. Not just in finding policies but in providing categories like payments, receipts, suppliers, agencies, etc.
There are multiple report functions that allow for exportation to CSV. These can be opened in excel to assist in back-up and tracking.
The team behind BHQ is very open to suggestions in functionality to help make our job easier and improve functionality.

An idea to help reduce time would be for contact information to be readily available. Most times you must hunt for this information. It is in one place, but even w/ a link that goes to the agency, then to the contacts screen so much time could be saved if that information was on each policy. It adds up with all the time it takes to point and click over and over again.
An option to set up an auto-ran report daily so it does the little things for you and emails it to you or provides a notification in BHQ.
Though it is great it exports to excel. It would also be great if you could run reports that appear with-in BHQ providing hyperlinks to policies and allow you to set up tasks for follow-ups all on one screen. It would be great if we could sort and organize it too. Right now, there is a lot involved in doing this. The internal report would need to have: Policy #/Insured(hyperlink), Eff/Exp date of policy, producer name, due date, balance due.
Allow multiple NOC’s to be issued for different reasons and show what kind of NOC has been issued at the top. When issuing NOR it should auto-populate the effective date as most times than not there is not a lapse.

Head of Insurance Operations Accounting

BindHQ is our platform for filing and clearing accounts and so much more. It is arguably the most important tool we use on a day to day basis. Scottish American uses it across the entire organization as it is the place where producers, producers in training, assistants, support roles, and management can all access information. Whether it is production goals for an office, individual team or renewal retention for a producer in training such as myself; we use it as a metric and an "at a glance" tool to gauge where we are for that week, month, quarter etc.
BindHQ enables us to work cohesively with people around the country/world by giving us one destination to service and underwrite accounts.

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.

The search function is too picky. For example if I were to search "Grapevine" but made a simple typo such as "Grapevinee" the account would be nowhere to be found. In a world with similar named insureds and countless policy numbers we need a little bit of room for error when tracking down accounts by name. In a crunch an agent will call and give us an account name such as "The Chill Bar" but if the named insured is entered as "John Hancock dba The Chill Bar" the search will often come up empty.
The inability to alter or correct the email subject line after 15 minutes. The 15 minute window is great to correct some information or alter it as new information becomes available, but I don't understand the time limit. Additionally, if you were not the sender of the email you cannot amend it at all. As a team we all work out of the same files and cohesively so sometimes the need to reword some of our files is necessary but unavailable.
There will be periods of time where our emails to not print into the file. It won't last all that long but emails missing from the file can result in issues for us down the road. Not only do we need to keep clean files for legal purposes but also for account clarification as we continue to work and underwrite the risk.
Occasionally, we will be unable to build quotes in BindHQ. It is usually resolved within the hour but we often find ourselves needing to offer a quote in a shorter time frame than that. The support getting this resolved is swift but the issue remains.

BindHQ aids in our business objectives as it allows us to track the objectives. Our production numbers are accessible company wide and keeps every producer and every team on their toes. Accountability is big part of Scottish American and BindHQ is formatted for just that.

Underwriter

Scottish American is using BindHQ throughout the entire organization as each department can work simultaneously on a particular account from start to finish. The platform features are time saving in the workflow process by allowing single entry of documents on any account and not requiring individual downloads thus speeding up the quoting process on the front end.

Production Reporting - The BindHQ production feature is a quick and easy way to review the entire organization's monthly production and it allows each individual to track their own personal goals in real time
Organization - The system provides a very clean and detailed file so not only can our production teams/underwriters have easy access to any document at anytime, it also allows for simple company partner audits

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

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

Chief Everything Officer

BindHQ “BHQ” is being used by our entire organization. In the accounting department. It is used in many ways such as applying deposits, cutting checks and reconciling monthly bank statements. BHQ competes against the static server-based legacy systems with a mobile, cloud-based system that allows an individual &amp; team to work remote (particularly important in these times).

UX - User friendly layout in particular the search feature – BHQ offers a modern 21st century take on an insurance system with users quickly and intuitively picking up the key functions of BHQ. I particularly love the robust search function. I use it daily to track down accounting information such as check #’s, vendors, & memos.
Bank Reconciliation – The bank reconciliation module has saved me tremendous time (no excel recs!), plus it is super simple. Just select the bank account, the date, and final balance then it is point & click for the reconciled items. I particularly appreciate pulling a .csv file to review those large cumbersome deposits that have over 100+ entries to them.
Bill Payment – It is quick and easy to handle bill payments to vendors from selecting the vendor to choosing your expense GL and finally payment options. It is simple & clean.

Bill Credits – Currently in BHQ, a bill credit is separate from creating a regular bill, but I think an option to directly create a bill credit from the bill expense (click an option menu and click “create bill credit”) would save time & reduce errors.
Bank Reconciliation – Currently in BHQ, a voided receipt/payment in the bank reconciliation module is not highlighted as voided. So, when an item is in doubt, one would have to directly look at each item to confirm if voided or not. If BHQ could highlight or mark a voided receipt/payment in the bank reconciliation module that would allow me to quickly zero out the voided item and its respective void.
Accounting & Finance Reports – Currently BHQ offers a variety of financial reports, but I would love to see reports further enhanced, particularly the 1099 report. I think it would be helpful for the 1099 report to pull a notes section to act as reminder for special cases such as agents wanting 1099’s mailed to a different address on file.

BHQ has benefited my overall objectives with handling bill payments, bank reconciliations, and reports.
I cannot speak for the companywide ROI, but I believe BHQ has benefited my peers on all fronts of the company’s operations. I see our producers easily generating binds & inputting policy documents.

I can only speak to my use of BHQ as a Producer/Underwriter, but it’s been a game-changer as our book continues to grow (switched from AMS360/ImageRight). All departments (production, claims, accounting, etc.) seem to collaborate and work through the platform without issues. In my experience, BHQ has been a great solution for challenges my team and I have faced surrounding reliability and "portal fatigue" when multiple systems are meshed together (e.g. Salesforce and AMS360). It's been convenient having all the essential features I use in a variety of different programs and applications in one central platform. I have yet to experience any serious system outages or debilitating issues that knock our teams offline for hours at a time (*Knock on wood*).

Reliability: Over the past two years, my team and I have only run into a few small issues (commission wasn’t automatically populating on the submission file for our products, etc.)
User-friendly: we have several Lloyd’s products we underwrite and issue through the system and it normally takes me less than 10 minutes to create the submission file, underwrite, select forms, and issue a formal quote for an account. This turnaround speed has turned into a serious competitive advantage for my team and me and has been an asset getting us in the door with new agency partners.
Flexibility: I travel a lot either visiting agencies or taking full advantage of the freedom of working remotely. Being able to access BHQ from nearly any device makes it easy to use between devices, whether it be at my home office, on the road, or on a chairlift (I'm an avid skier).

The system is relatively young and accommodates basic reporting features at the moment. For example, currently, I'm not able to produce agency-level and account level data using reporting tool, which makes reviewing an individual agency partners performance a little more challenging. However, the support desk willl send me custom reports if I communicate what I need.
In the past, the support team has been less than responsive but they have improved over the last 6 months.

Overall, moving to BHQ has been a positive experience and has reduced a fair amount of overhead associated with the maintenance and operation of several systems we used to used.
As with any system migration, there were some integration pains, but it freed up our producer to focus on producing and support staff to focus on improving our operations instead of cleaning data and organizing account files between systems.
The system has also made underwriting inhouse programs much more simple and efficient, allowing me the flexibility to customize forms and add a large variety of coverages to standard products with ease.
It’s allowed our producers the flexibility to access the system anywhere on any device, which has allowed many in our company to relocate and travel with relative ease.

AMS360, Vertafore Agency Platform, Salesforce CMS

BindHQ

Overview

What is BindHQ?