BindHQ 2026: Benefits, Features & Pricing
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- Overview
- Pricing and Plans
- Features
- Integrations
- User Reviews
Overview
Pricing
Starting at $300.00 per month
About BindHQ
BindHQ is a cloud-based insurance solution designed for specialty insurance distribution. The solution is built to serve wholesalers, managing general agents (MGAs) and managing general underwriters (MGUs). Key features include policy management, reporting, document management, insurance accounting, email integration and an underwriting panel.
BindHQ can be used to manage policies, accounting, invoicing and financial reports. Users can monitor agents’ and agency’s performance using real-time reporting. Carrier and partner data can also be viewed. The solution has a role-based dashboard where users can view data about priority work streams and time-critical tasks. Additionally, users can also view real-time scenarios using this solution.
Additionally, BindHQ features policy accounting, business accounting, financial planning and analysis (FP&A) and surplus lines tax management. The solution offers integrated document storage that provides data of up to two hundred GBs per account. The integration can load images, PDFs, audio files and emails, which can be accessed via a web browser, a PC, Mac or a tablet.
Support is provided via email, phone and an online help desk.
BindHQ Screenshots

BindHQ Pricing and Plans
Basic
$300.00
No plan information available

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BindHQ Features
- Popular features found in InsuranceActivity TrackingAudit TrailContact ManagementDocument ManagementInsurance RatingPolicy ManagementQuotes/EstimatesSelf Service PortalWorkflow Management
- More features of BindHQAccess Controls/PermissionsAccountingActivity DashboardAPIBilling & InvoicingBroker/Agent PortalClient PortalCommission CalculationsCommission ManagementConfigurable WorkflowContact DatabaseCustomer DatabaseCustomer PortalCustomizable BrandingCustomizable FieldsCustomizable ReportsCustomizable TemplatesData Import/ExportDigital SignatureDocument StorageElectronic PaymentsEmail ManagementForms ManagementInsurance Policy ManagementInvoice ManagementProperty & CasualtyReal-Time DataReal-Time ReportingReferral TrackingRemindersReporting & StatisticsSearch/FilterSecure LoginStatus TrackingTask ManagementThird-Party IntegrationsUnderwriting ManagementUser Management
BindHQ Integrations
See all 7 integrations
BindHQ User Reviews
Overall Rating
4.3
Ratings Breakdown
5
50%
4
42%
3
0%
2
8%
1
0%
Secondary Ratings
Ease of Use
4.5
Value for money
4.4
Customer support
4.7
Functionality
4.2

Michael H.
Verified reviewer
Insurance
51-200 employees
Used daily for more than 2 years
Review sourceReviewed March 2020
BindHQ - Accounting Perspective - Every Accountant's Dream
5
Overall, as BindHQ matures, more and more features for the accounting side are being implemented which has tremendously opened up time for additional tasks. I look forward to seeing how BHQ grows!
Ratings Breakdown
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Nikki T.
Verified reviewer
Insurance
51-200 employees
Used daily for more than 2 years
Review sourceReviewed August 2020
User Friendly Layout and Functions
4
Training new employees on how to utilize BindHQ is so easy that it allows time for our company to focus on industry training without the hassle of learning a clunky, complicated system. People who have worked with other systems in the industry are always awe-struck at the simplicity of processes within BindHQ. BindHQ makes it easy to focus on binding business and growing our company without worrying about our technology slowing us down.
Ratings Breakdown
Vendor Response
Nikki, thanks for your feedback. We note your concerns about the document management. Our product team has place to significantly increase the functionality of this part of the BindhQ solution in the next few months. Sta tuned!
Replied August 2020
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Jay L.
Verified reviewer
Insurance
51-200 employees
Used daily for less than 12 months
Review sourceReviewed August 2020
Potentially Great, But...
2
It does so much for the user, which is also vital when learning complex processing. My particular station is on a platform (right word?) that is in need of upgrading / updating and, as such, I am running into mechanical problems, but I assume a fix is coming.
Ratings Breakdown
Vendor Response
Leon, thanks for the review - we're disappointed to only get a two star review overall but we take all our customer feedback seriously. We're planning on migrating you onto the latest version of BindHQ in the next two weeks. We hope you will be delighted by the enhanced functionality.
Replied August 2020
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Liliana O.
Verified reviewer
Insurance
201-500 employees
Used daily for less than 2 years
Review sourceReviewed August 2020
Overall Satisfaction
5
I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to help whenever needed that's a huge plus.
Ratings Breakdown
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Caleb W.
Verified reviewer
Insurance
51-200 employees
Used daily for more than 2 years
Review sourceReviewed August 2020
The Next Evolution of Insurance Software
4
overall it has been a very positive experience. It has evolved over the years to our growing needs. Very easy to train people on, very easy to use.
Ratings Breakdown
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Shiloh S.
Verified reviewer
Insurance
201-500 employees
Used daily for less than 12 months
Review sourceReviewed August 2020
Powerful in its simplicity
4
Overall, it's a powerful tool that allows us to be efficient and have room to expand as we grow as a company. I'm happy and looking forward to seeing what BindHQ comes up with next!
Ratings Breakdown
Vendor Response
Shiloh, thanks for drawing our attention to the search feature. The BindHQ product team is looking into how we can improve this for all our users - we're hoping that you will see a material improvement in the next release cycle.
Replied August 2020
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Karisa P.
Verified reviewer
Insurance
201-500 employees
Used daily for less than 12 months
Review sourceReviewed August 2020
Great System
5
Ratings Breakdown
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Josh T.
Used unspecified for unspecified
Review sourceReviewed February 2016
By far the best agency management/document management system out there.
5
There are too many pros to list, but the big ones are: Functionality - everything is easy. Many things that take multiple steps in other systems or require unnecessary data entry are handled with the click of a button. It just makes sense. Information - everything is within reach. Whether you need statistics on hit ratios with customers or markets or information on where we are placing a certain class of business, it's right there. Also, as an underwriter, I no longer have to go out and look 6 different places to research an account. Most of the information I would be looking for shows up on the first screen after I clear an account. Customer service - These guys aren't like others who take a 24 hr project and make it last 12 months because nobody knows better. The team is motivated to have the best product out there and it's clear they take pride in what they do. Most requests/needs are addressed immediately. It works - I've been at large organizations in the past where servers or systems would go down, sometimes for a day or two at a time which totally disrupted business. That has never happened here since I joined, and I'm confident if it were to happen they could have it restored super fast. Cons - Nothing major at all. When my biggest complaint is I'd like to be able to sort my files a couple other ways, that should say a lot about how this system works. I have always been considered a "power user" of other systems, so I think I'm qualified to say, this is the best system out there. And by a wide margin.
Ratings Breakdown
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Tryston M.
Verified reviewer
Insurance
51-200 employees
Used daily for less than 6 months
Review sourceReviewed August 2020
BInd HQ
4
As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.
Ratings Breakdown
Vendor Response
Tryston, thanks for your feedback, our team is looking at your concerns and is an area of focus for us in the next product cycle.
Replied August 2020
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Jon U.
Used unspecified for unspecified
Review sourceReviewed January 2016
I have been using BINDHQ since it's inception. I am a producer and mostly use the front end.
4
Pros: Interface is very friendly, very few bugs/glitches, never goes offline except when they are doing weekend maintenance. Once a policy is entered, it's very easy to review details, find files, access production reports/etc. Dashboard section is excellent, it's where most producers hang out. Cons: Can be a lot of "clicks" prior to getting to bind which becomes more and more of a hassle as carriers put their own "bind" software online (duplicate efforts). Could use a training section showing tutorials, different BINDHQ secrets, etc. Seems like everyone uses it a different way instead of a "best practices" way.
Ratings Breakdown
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