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BindHQ

BindHQ 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

BindHQ
BindHQ
4.3
(12)

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

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BindHQ Pricing and Plans

Starting price: $300.00 per month
Free Trial
Free Version

Basic

$300.00

per user, per month

No plan information available

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    BindHQ Features

    • Popular features found in Insurance
      Activity Tracking
      Audit Trail
      Contact Management
      Document Management
      Insurance Rating
      Policy Management
      Quotes/Estimates
      Self Service Portal
      Workflow Management
    • More features of BindHQ
      Access Controls/Permissions
      Accounting
      Activity Dashboard
      API
      Billing & Invoicing
      Broker/Agent Portal
      Client Portal
      Commission Calculations
      Commission Management
      Configurable Workflow
      Contact Database
      Customer Database
      Customer Portal
      Customizable Branding
      Customizable Fields
      Customizable Reports
      Customizable Templates
      Data Import/Export
      Digital Signature
      Document Storage
      Electronic Payments
      Email Management
      Forms Management
      Insurance Policy Management
      Invoice Management
      Property & Casualty
      Real-Time Data
      Real-Time Reporting
      Referral Tracking
      Reminders
      Reporting & Statistics
      Search/Filter
      Secure Login
      Status Tracking
      Task Management
      Third-Party Integrations
      Underwriting Management
      User Management

    BindHQ Integrations

    ePayPolicy
    ePayPolicy
    Microsoft 365
    Microsoft 365
    Mailchimp
    Mailchimp
    Slack
    Slack
    Docusign
    Docusign
    Google Maps
    Google Maps

    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's profile

    Michael H.

    Verified reviewer

    Insurance

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed 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

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    The product has been effective to use from a back-end accounting perspective, especially in regards to accounts payable. The product is friendly for the end-user and pulling reports for analysis, bank reconciliations, & etc is easy as pie. Viewing bills/payments per vendor, agency, or carrier is simple as searching for the respective profile. Issuing checks through the system is a very straightforward process and cuts down on any handwritten checks!
    Cons:
    Additional training/tutorial options would be handy, particularly if easily accessible.

    Read More

    NT

    Nikki T.

    Verified reviewer

    Insurance

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed 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

    5
    Ease of use
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    The modern look and layout for BindHQ is not only aesthetically pleasing, but it also makes using it and training people to use it a breeze. Another plus is that since it is web-based, you can easily jump online from anywhere. No need to worry about downloading special software, accessing VPNs, or signing into virtual desktops. Each process used in the production environment is very straightforward and easy to complete.
    Cons:
    The file management portion could be refined a bit. Adding folders where you could store information based on what a document or email chain is related to - marketing, general, binding docs, etc - would make file navigation much easier. Large files can sometimes appear overwhelming if any of the users are not diligent with labeling each individual document and email.

    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

    Read More

    JL

    Jay L.

    Verified reviewer

    Insurance

    51-200 employees

    Used daily for less than 12 months

    Review source

    Reviewed 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

    3
    Ease of use
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Very intuitive, as it sees the processing part of wholesale insurance through the user's eyes quite nicely. I am not sure what is standard and what is part of an adaptation for our industry but it has some vital "bail-out" features, which are often needed in industries with such staggering transactional volume (such as "un-processing something just done, for which a key change must be made immediately).
    Cons:
    It is sometimes hard to find things and / or how to do things...perhaps more "hover" instructions, for which moving the mouse around will cause a small box to display with an instruction about procedure, content for the field where the hovering is being done, or a warning before a final button is pushed.

    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

    Read More

    LO

    Liliana O.

    Verified reviewer

    Insurance

    201-500 employees

    Used daily for less than 2 years

    Review source

    Reviewed 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

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    On the accounting end of this product it is very simple to navigate and address or fix an item. We recently got the search option updated to include being able to search by invoice number rather than just by policy number or name and this has been extremely helpful.
    Cons:
    Currently my only issue/concern is running statement reports. It has a glitch which adds a credit to total balance instead of deducting it. I think credits should not be added nor deducted from total balance as some credits are for financed policies and cannot be taken as credit towards statement payment, this causes extra confusion for most agents and continuously having to remind them they cannot deduct credit as it will be sent directly to finance company.

    Read More

    CW

    Caleb W.

    Verified reviewer

    Insurance

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed 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

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Very intuitive, integrates well with Google Based Platforms. Plenty of features and options to customize. Usable anywhere (mobile, laptop, tablet etc).
    Cons:
    Given I'm a numbers nerd there will always be a a report that I would like to run that may not be part of the current iteration of the software. The search feature is still slightly wonky, much better than it used to be. The main challenge is that we keep integrating features which requires us to enter more data to get started. This slows down the processing process.

    Read More

    SS

    Shiloh S.

    Verified reviewer

    Insurance

    201-500 employees

    Used daily for less than 12 months

    Review source

    Reviewed 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

    4
    Ease of use
    4
    Functionality
    icon
    Pros:
    I like the simplicity of the software yet it harnesses a lot power making it an efficient tool to do my job. I've only used it for a short time but it's been easy to use and seems it's scalability is just right for what we do here at ScotAm.
    Cons:
    The search feature seems to have some quirks i.e. delays when entering info, etc. and more specifically, I would like to be able to search certain information, by state, rather than exporting the data and sorting it.

    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

    Read More

    KP

    Karisa P.

    Verified reviewer

    Insurance

    201-500 employees

    Used daily for less than 12 months

    Review source

    Reviewed August 2020

    Great System

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    I love the intuitiveness of the system. It was very easy to learn how to use the functions I use on a daily basis. There are so many great features built in, like generating a quote cover letter, running production and renewal reports, tracking production revenue, hit and renewal retention ratios, just to name a few. It's a great way to keep files organized and to document all correspondence for any account.
    Cons:
    The comparative rater isn't always accurate, otherwise, there isn't much I don't like. BindHQ is loads better than using a document viewing system in combination with a separate email app and service.

    Read More

    JT

    Josh T.

    Used unspecified for unspecified

    Review source

    Reviewed 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

    5
    Ease of use
    5
    Customer support

    Read More

    TM

    Tryston M.

    Verified reviewer

    Insurance

    51-200 employees

    Used daily for less than 6 months

    Review source

    Reviewed 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

    4
    Ease of use
    3
    Value for money
    5
    Customer support
    3
    Functionality
    icon
    Pros:
    It's user friendly interface, as well as it's ability to link with email.
    Cons:
    It's inability to populate forms such as Surplus lines disclosures

    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

    Read More

    JU

    Jon U.

    Used unspecified for unspecified

    Review source

    Reviewed 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

    4
    Ease of use
    5
    Customer support

    Read More

    Showing 1 - 10 of 12 Reviews

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