Rating
4.3
12 reviews
Starting price
$300
Per User
Categories
3
Founded
2018
Employees
12
Funding
2.5M
Venture (Round not Specified)
BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies.
Ad spend / mo
$254
16 paid keywords
Paid visits / mo
23
Organic keywords
68
Organic visits / mo
79
Authority
18
458 ref domains
Creatives run
6
as cristian joe
Active now
5
last 14 days
Advertising since
Jul 2024
1.5+ yrs running
Last seen
today
still active
Running 24 ads on LinkedIn as BindHQ - a paid B2B channel, on top of any Google/Capterra spend.
The shared messaging across Insurance Agency Management & CRM advertisers - the validated angles to copy. See the niche →
(12 reviews)
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.
Shiloh S. · Producer/Underwriter · Insurance · August 18, 2020
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.
| Category | Page | Rank | Placement |
|---|---|---|---|
| Commercial Insurance | 1 | 8 | Ad |
Domain confidence 99%
| Keyword they bid on | CPC | Pos | % budget | Landing page |
|---|
| insurance agency software | $22.81 | 4 | 62.6% | www.bindhq.com/product |
| crm in insurance | $9.94 | 1 | 27.2% | www.bindhq.com/ams-for-wholesalers |
| crm seguros | $15.35 | 1 | 5.9% | www.bindhq.com/ams-for-wholesalers |
| rating engine insurance | $11.67 | 1 | 4.3% | www.bindhq.com/product |
| insurance quote systems | $10.72 | 5 | 0.0% | www.bindhq.com/ams-for-wholesalers |
| insurance operating systems in procurement | $0.00 | 1 | 0.0% | www.bindhq.com/solutions |
| quote platform for insurance brokers and agents | $0.00 | 2 | 0.0% | www.bindhq.com/product |
| property casualty policy administration system options | $0.00 | 2 | 0.0% | www.bindhq.com/ |
| client management system for insurance agents | $0.00 | 1 | 0.0% | www.bindhq.com/product |
| agent management systems | $17.66 | 2 | 0.0% | www.bindhq.com/product |
| insurance suites software | $0.00 | 2 | 0.0% | www.bindhq.com/product |
| insurance broker software systems | $0.00 | 3 | 0.0% | www.bindhq.com/ams-for-wholesalers |
| microsoft dynamics for insurance | $13.62 | 2 | 0.0% | www.bindhq.com/product |
| mga platform | $15.28 | 2 | 0.0% | www.bindhq.com/solutions |
Insurance Broker Software - All‑in‑One Broker AMS
All-in-one agency software with built-in CRM, accounting, and rating. Book your demo. The complete OS for your agency. Centralize client, policy, and billing workflow. Demo now. For Agents, By Agents.
https://www.bindhq.com
CRM for Insurance Agents - All‑in‑One Broker AMS
All-in-one agency software with built-in CRM, accounting, and rating. Book your demo. The...
https://www.bindhq.com
Insurance Broker Software
CRM for Insurance Agents — All-in-one agency software with built-in CRM, accounting, and rating. Book your demo. The complete OS for your agency. Centralize client, policy, and billing workflow. Demo now. For Agents, By Agents. All-in-One Unified OS. Streamline your insurance. Seamless Data Migration. Try BindHQ’s solutions!
https://www.bindhq.com
BindHQ Agency Software | Insurance agent software
The complete OS for your agency. Centralize client, policy, and billing workflow. Demo now. All-in-one agency software with built-in CRM, accounting, and rating.
https://www.bindhq.com
CRM for Insurance Agents
Insurance Agent Portal — All-in-one agency software with built-in CRM, accounting, and rating. Book your demo. The complete OS for your agency. Centralize client, policy, and billing workflow. Demo now. For Agents, By Agents.
https://www.bindhq.com
Liliana O. · Accounting Rep · Insurance · August 17, 2020
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.
Nikki T. · Head of Operations · Insurance · August 14, 2020
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.
Jay L. · Producer Assistant · Insurance · August 13, 2020
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.
Caleb W. · Master of Solutions · Insurance · August 13, 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.
Karisa P. · Underwriting Assistant · Insurance · August 13, 2020
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
Tryston M. · Producer in Training · Insurance · August 13, 2020
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.
Michael H. · Accounting Coordinator · Insurance · March 16, 2020
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.
Josh T. · January 12, 2017
$83
Josh T. · Underwriting Jedi · February 10, 2016
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!
Nicole S. · Underwriter · January 29, 2016
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.
Jon U. · Producer · January 25, 2016
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