BindHQ

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.

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.

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.

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.

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

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.