Score 7.5 out of 10


What is BindHQ?

BindHQ’s agency operating system aims to enable technology-driven MGAs, MGUs & Wholesalers to bind more business and expand their revenue.

  • BindHQ’s cloud-based platform reduces total cost of ownership with no hardware or servers to maintain, reduced upfront capital expenditures, and...

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Recent Reviews

BindHQ Review

10 out of 10
December 18, 2020
BindHQ is used across the whole organization. BindHQ is the main platform where we track our business. It provides a program that is both …
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$300 / user / month

per month per user


$375 / user / month

per user


Contact Sales

per month per user

Entry-level set up fee?

  • $25,000 per installationOptional
For the latest information on pricing, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $300 per month per user
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Product Details

What is BindHQ?

BindHQ’s agency operating system aims to enable technology-driven MGAs, MGUs & Wholesalers to bind more business and expand their revenue.

  • BindHQ’s cloud-based platform reduces total cost of ownership with no hardware or servers to maintain, reduced upfront capital expenditures, and once the user is live, product upgrades are continuous, and automatic.

  • BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across binding authority markets, giving producers more time to underwrite and write better business for carrier partners.

  • BindHQ’s open API integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.

  • BindHQ’s integrated accounting, taxation and compliance functions can reduce back office costs - creating cash flow to reinvest.

  • BindHQ out-of-the-box reports gives the user tools to better manage the business, while aggregating data to guide strategy for the medium term.

  • BindHQ’s policy management systems enables MGUs and Program Managers to get a product to market in weeks and incorporate into the comparative rater to push best risks into the user's own programs.

BindHQ Features

  • Supported: Cloud-based 'coretech' agency operating system, 100% uptime, no server costs or hardware upgrades
  • Supported: Fully integrated multi-LOB comparative rater
  • Supported: Open API linking BindHQ to best in breed software solutions amplifying the power of your technology
  • Supported: Integrated accounting, taxation & compliance
  • Supported: Comprehensive Knowledge Base & Online Support

BindHQ Screenshots

Screenshot of BindHQ's to-the-minute reporting dashboard provides owners and managers with the tools and insights to manage their companies to higher profitabilityScreenshot of BindHQ's brokerage workflow manager provides submission tracking to help producers track their submissions and personalize their outreach at scaleScreenshot of 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

BindHQ Integrations

BindHQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesUSA, Canada
Supported LanguagesEnglish

BindHQ Downloadables

BindHQ Customer Size Distribution

Small Businesses (1-50 employees)30%
Mid-Size Companies (51-500 employees)70%
Enterprises (more than 500 employees)0%
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Reviews and Ratings


Attribute Ratings


(1-2 of 2)
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Score 10 out of 10
Vetted Review
Verified User
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 & 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 is well suited for the current economical situation as it is a mobile, lightweight program that is suitable for use in the office, at home, or on the go! BHQ is also well suited for team collaboration, for example, when I am trying to resolve an issue with a team member. I can quickly share the link to the bill, payment, or vendor at hand to get on the same page, discuss and resolve the issue.
  • 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.
10 - The support team offers quick assistance while providing tangible resolutions.
BHQ is a user friendly, lightweight program that runs anywhere you have internet access! I use it at home, the office, or even at a nearby coffeeshop. It's hard to beat that kind of mobile work lifestyle particularly in the current world climate.
Yes, the bug reporting process went smoothly. It was resolved to my satisfaction and in a short time-frame.
Score 8 out of 10
Vetted Review
Verified User
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.
The system is very reliable and user-friendly. I seldom encounter issues that require immediate technical support. Although the support team was not super responsive in the past, the bugs and Issues we experienced caused only minor inconveniences and were resolved in a timely manner all things considered.
  • 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.
It was hit-or-miss in the past but they seem to have taken steps to improve this. As of the past 6 months, they've been pretty quick to patch bugs and fix issues when we report them.
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