BindHQ Software

4.75 / 5 (4)

About BindHQ


BindHQ by Owsy 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.



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Supported Operating System(s):

Mac OS, Linux, Web browser (OS agnostic), Windows 10

4 Reviews of BindHQ

Overall rating

4.75 / 5 stars

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February 2016

Josh from Scottish American

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

February 2016

By far the best agency management/document management system out there.

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.

January 2016

Jon from Scottish American

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

January 2016

I have been using BINDHQ since it's inception. I am a producer and mostly use the front end.

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.

January 2017

Josh from Scottish American

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

BindHQ is the best management system out there

Super easy to use. Easy on the eyes. And there are options on how to access information in your file. One of the best features is there is no redundancy in capturing info. Unlike other platforms where the competition is using a management system AND an imaging system, it's all held in one tidy, easy to access package in BindHQ. Everyone that joins our team quickly becomes excited about using this system compared to others, and it is constantly getting even better.

January 2016

Nicole from Scottish American

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

January 2016

Great system - super easy to use!

Ever hear of Jetfile? If so, you may agree that any/all systems are great in comparison. With that said, BindHQ takes ease of use and functionality to another level. I can easily click around to what I need as everything is labeled perfectly. I'm grateful to have made the switch!