To The Point Review of BindHQ
December 08, 2020

To The Point Review of BindHQ

Daniel Ginden | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with BindHQ

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.

Pros

  • 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

Cons

  • 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
From a workflow standpoint, BindHQ keeps better organization of the account in a timeline manner better than OnBase. In comparing AIM and Image Right, being a single entry system gives the advantage of better workflow to BindHQ. At the moment, the reporting I would give a slight advantage to AIM, however, adjustments are being made to offer better reporting to BindHQ.

Do you think BindHQ delivers good value for the price?

Yes

Are you happy with BindHQ's feature set?

Yes

Did BindHQ live up to sales and marketing promises?

Yes

Did implementation of BindHQ go as expected?

Yes

Would you buy BindHQ again?

Yes

BindHQ would be well suited for any organization that works on a high volume of accounts that needs to streamline their workflow process to become more efficient

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