BindHQ

4.3 (12)
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Agency Management Simplified

Overall rating

4.3 /5
(12)
Value for Money
4.4/5
Features
4.2/5
Ease of Use
4.5/5
Customer Support
4.7/5

92%
recommended this app
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12 Reviews for UK Users

Michael
Michael
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

BindHQ - Accounting Perspective - Every Accountant's Dream

Reviewed on 16/03/2020

Overall, as BindHQ matures, more and more features for the accounting side are being implemented...

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!

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.

Nikki
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

User Friendly Layout and Functions

Reviewed on 14/08/2020

Training new employees on how to utilize BindHQ is so easy that it allows time for our company to...

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.

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.

Response from Owsy

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!

Jay
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Potentially Great, But...

Reviewed on 13/08/2020

It does so much for the user, which is also vital when learning complex processing. My particular...

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.

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.

Response from Owsy

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.

Liliana
Overall rating
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Overall Satisfaction

Reviewed on 17/08/2020

I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to...

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.

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.

Caleb
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

The Next Evolution of Insurance Software

Reviewed on 13/08/2020

overall it has been a very positive experience. It has evolved over the years to our growing needs....

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.

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.

Shiloh
Overall rating
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Powerful in its simplicity

Reviewed on 18/08/2020

Overall, it's a powerful tool that allows us to be efficient and have room to expand as we grow as...

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!

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.

Response from Owsy

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.

Karisa
Overall rating
  • Industry: Insurance
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great System

Reviewed on 13/08/2020

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.

Josh
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

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

Reviewed on 10/02/2016

There are too many pros to list, but the big ones are:
Functionality - everything is easy. Many...

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.

Tryston
Overall rating
  • Industry: Insurance
  • Company size: 51–200 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

BInd HQ

Reviewed on 13/08/2020

As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.

As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.

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

Response from Owsy

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.

Jon
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

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

Reviewed on 25/01/2016

Pros: Interface is very friendly, very few bugs/glitches, never goes offline except when they are...

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.

Josh
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

BindHQ is the best management system out there

Reviewed on 12/01/2017

Super easy to use. Easy on the eyes. And there are options on how to access information in your...

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.

Nicole
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Great system - super easy to use!

Reviewed on 29/01/2016

Ever hear of Jetfile? If so, you may agree that any/all systems are great in comparison. With...

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!