Why BindHQ can take your business to the next level
December 16, 2020
Why BindHQ can take your business to the next level
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with BindHQ
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.
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.
AIM was our platform before BindHQ. I was not with Scottish when we made the transition but I had used AIM with a previous employer.
BindHQ is far more user friendly and simply put its easier to see. Let me elaborate, the setup is clear, and built for the user. Other platforms such as AIM are difficult to find what you are looking for. The subject line of the emails we print it shows bold and allows our eyes to pick up the key words we may be looking for in the file.
Most platforms I have used in the past were antiquated and served the function of simply filing information without the ability to add value. BHQ not only serves as our documentation destination but also a tool to expedite our process while increasing accuracy.
BindHQ is far more user friendly and simply put its easier to see. Let me elaborate, the setup is clear, and built for the user. Other platforms such as AIM are difficult to find what you are looking for. The subject line of the emails we print it shows bold and allows our eyes to pick up the key words we may be looking for in the file.
Most platforms I have used in the past were antiquated and served the function of simply filing information without the ability to add value. BHQ not only serves as our documentation destination but also a tool to expedite our process while increasing accuracy.
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?
I wasn't involved with the selection/purchase process
Did implementation of BindHQ go as expected?
I wasn't involved with the implementation phase
Would you buy BindHQ again?
Yes