# BindHQ Reviews **Vendor:** BindHQ **Category:** [Property & Casualty Insurance Agency Management Software](https://www.g2.com/categories/property-casualty-insurance-agency-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 17 ## About BindHQ Agency Operating System for Technology Driven MGAs, Wholesale Brokerages and MGUs. Bind More Business with BindHQ - BindHQs lightning-fast, modern agency operating system enables MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. - BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; nothing to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. - BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your customers - BindHQ’s API-first infrastructure and open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments premium finance, or compliance tools making frictionless transacting a reality. - BindHQ’s integrated accounting, taxation and compliance functions slash your back office costs - creating free cash flow to reinvest in your principal revenue generating assets - your producers and underwriters. - BindHQ's out-of-the-box reports gives you the tools to better manage your business today, while aggregating all your data to guide your strategy for the medium term. ## BindHQ Reviews ### 1. BindHQ is simply amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Jason P. | P & C Producer, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about BindHQ?** Ease of use. BindHQ can be logged into from anywhere in the world. It did not take long for me to switch over from my previous management system to BindHQ. I like the search functions that track production as well as carrier information and carrier rankings within our organization. There are also several helpful reports that can be ran within seconds that provide valuable analytical information. **What do you dislike about BindHQ?** I would like to potentially see a better editing tool. Some old management systems I have used in the past allow you to drag over an entire document and then simply remove pages that aren't needed within the agency management system. The workaround we have right now is to use pdf annotator to remove and customize a pdf file before it is dragged over into BindHQ system. **Recommendations to others considering BindHQ:** I would recommend BindHQ which provides an easy to use platform. It can be customized to fit your business. The support staff is second to none. **What problems is BindHQ solving and how is that benefiting you?** I really like the rate quote bind function that we currently have with one of our programs. We are able to quote, bind and issue the policy directly from the BindHQ system. **Official Response from Guy Livingstone:** > Jason - we hear you on the PDF editing tool, and it's on our roadmap to improve that functionality in the coming months. As for the rate, quote, bind, issue, we're seeing more and more of our MGAs and wholesale customers start creating programs from their existing books of business - we're making that even easier by incorporating programs into our comparative rater so you can compare quotes against your binding markets. ### 2. Claims & Inspections **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2022 **What do you like best about BindHQ?** I like the user-friendly interface. The files can be organized, saved, and retrieved easily in BindHQ. I can perform the follow-up work for the claims and inspections smoothly. BindHQ is willing to modify the claims edit form to fulfill our requirements for the claims data being populated. **What do you dislike about BindHQ?** The terminology in BindHQ Claim is not the same as the one we used before. For sending e-mails via BindHQ, the templates can't include our company logo. **What problems is BindHQ solving and how is that benefiting you?** I can retrieve the insured name and policy number easily in the search box. ### 3. Easy, Accessible and Support are easy to reach out! **Rating:** 5.0/5.0 stars **Reviewed by:** Louise Celina M. | Underwriter Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2021 **What do you like best about BindHQ?** What I've loved the most was when I searched the policy number, and it doesn't show there are many alternative ways to find what I am looking. **What do you dislike about BindHQ?** Sometimes in Endorsement Tab, it takes some time to reload and create an endorsement. There are some it doesn't allow you to make one. **What problems is BindHQ solving and how is that benefiting you?** There are some problems that I've encountered, especially in endorsements. Some are not issued upon the date created; you cannot issue them right away you need to change the invoice date before publishing it. That is very helpful and made me realize that we must be accurate when it comes to creating the endorsement **Official Response from Guy Livingstone:** > Louisa, thanks for taking the time to write a review of BindHQ. We're looking into the possible issues you may have encountered with issuing endorsements and think we've identified where you've gone wrong - please take a look at our Knowledge Base article, I've added the link to this response. ### 4. Exceptional **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon L. | Assistant Underwriter, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2021 **What do you like best about BindHQ?** - The ability to quickly go from application to invoice - The ability to quickly transfer multiple files via email - The ability to provide an indication or quickly rate with several carriers instantly (comparative rater) - Extremely user friendly **What do you dislike about BindHQ?** - We often quote GL with one carrier, property with another, and excess with another. Thus, we have to make three separate applications. A copy button would be helpful. :) **What problems is BindHQ solving and how is that benefiting you?** - BindHQ is eliminating time spent in carriers' systems individually quoting. - Increasing relationships with retail agents i.e. talking about coverages or just casual conversation. **Official Response from Guy Livingstone:** > Brandon - appreciate the review! You're not the first to raise the issue of merging quotes from different carriers into a single aggregate quote, and you'll be pleased to hear that's going to be released in the coming weeks. We're also prototyping a retail portal that will facilitate retail agents entering submissions directly into BindHQ, giving time back to underwriters like yourselves to underwrite and generate revenue rather than just manually re-key risk information time and again. ### 5. BHQ is Great **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel P. | Underwriter, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about BindHQ?** How easy it is to get quotes issued and bound. The policy issuance features for some of our markets allowing me to get the policy's to my agent in a timely manner. **What do you dislike about BindHQ?** There's not a lot I dislike, just some minor annoyances like when I'm typing a return premium sometimes the - will erase and it will become a positive rather than a return. **What problems is BindHQ solving and how is that benefiting you?** I wouldn't say I'm solving problems, but the platform is making my life easy in terms of quoting/issuing policies and tracking accounting information in regards to policies written. **Official Response from Guy Livingstone:** > Daniel, thanks for your review of BindHQ, we appreciate it! We're investing a bunch of effort in trying to make the rate, quote, bind experience in BindHQ for underwriters like yourselves become even more seamless. Our team has a whole bunch of new features that we're rolling out in the New Year to all our customers that will get you excited - giving you even more time back to concentrate on underwriting and producing rather than manual data entry. Stay tuned! ### 6. It's Alright **Rating:** 3.0/5.0 stars **Reviewed by:** Eric C. | Broker, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2021 **What do you like best about BindHQ?** The modern look and ease of building program templates **What do you dislike about BindHQ?** The terminology used is inaccurate. The flow of the GL and CP pages is average. The lack of email out functions is an issue. The Brokerage Manager is half-built. The lack of an efficient Renewal Process is absurd. **Recommendations to others considering BindHQ:** Review it thoroughly to ensure it does what you need it to do. I did not have an option as our prior AMS was no longer fully supported. **What problems is BindHQ solving and how is that benefiting you?** The only one I can think of is the Palomar program. Other than that, it is not doing anything special. **Official Response from Eva Ivanova:** > Eric, Thank you so much for your feedback. We appreciate the opportunity to learn and improve. As a startup, critical and honest feedback is essential for the improvement of our product. We are working on updating the terms and the flow of the pages used in our platform. The emailing functions are on our roadmap for next year, and our engineers are working on improving the Brokerage Manager. We understand the need for a better renewal process, and will be investing more time and resources to further optimize this process in 2022. We recognize that you did not have an option to use BindHQ since your previous company was acquired by one of our clients. In addition, we appreciate you taking the time to leave this review, and would love to meet with you to discuss. Please let us know if you can meet with us, and we’ll be happy to go through our upcoming features, many of which should address the concerns you discussed in your review. Thanks again, and happy holidays! BindHQ ### 7. Very intuitive interface **Rating:** 5.0/5.0 stars **Reviewed by:** Karisa P. | Underwriting assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2021 **What do you like best about BindHQ?** I love how easy it is to document and organize our files. Also, the team is very attentive to feedback, and they are always making the site better! **What do you dislike about BindHQ?** There are times when you can tell a lot of people are using the site at once. **What problems is BindHQ solving and how is that benefiting you?** I'm able to tell where we are at in the workflow, pull reports, and organize contacts which make every day easier. **Official Response from Guy Livingstone:** > Karisa - thanks for taking the time to review BindHQ, I know your time is precious! How the platform organizes documents and manages document storage is a foundational strength of BindHQ. Since your review, we've worked on improving overall site speed - which is crucial as more and more customers are working from home and on the go. We look forward to making even more improvements on that front in the coming months. Thanks again! ### 8. GREAT **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2021 **What do you like best about BindHQ?** I like the history feature, we can all be on the same page by dropping info on file. Ive worked with quickbooks and all you can see is the transactions made. **What do you dislike about BindHQ?** I dont like the newest update where we are not able to edit the endorsments for small changes such as commissions and fees that might have been mistakenly booked. **What problems is BindHQ solving and how is that benefiting you?** I am able to clearly review a policy and the transactions that have been made. Which help explain to the agents/carriers what the changes were in their polices. ### 9. BindHQ is the agency management system with so much more. **Rating:** 5.0/5.0 stars **Reviewed by:** Pat C. | Insurance Underwriter, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2021 **What do you like best about BindHQ?** I like the user interface the best, and that the program is online, searchable, data-driven, and a rating system, all in one. **What do you dislike about BindHQ?** Sometimes the system can slow down during peak usage, but I know we are addressing the speed of the system soon. **What problems is BindHQ solving and how is that benefiting you?** Being able to data-mine my book of business helps lend data-driven clarity when making decisions about my retail agents. **Official Response from Guy Livingstone:** > Pat, thanks for your review. We pride ourselves on our UI - Windows 95 type interfaces belong in the past - not 2021, but you can expect a whole bunch of improvements in the next few months. And on the data-side - it's the new currency, and providing clean, insightful data and analytics to enable our customers to bind more business, become more efficient and make more money is why we exist. ### 10. AWESOME **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about BindHQ?** BindHQ has a user-friendly interface and easy-to-use functions; uploading, downloading and editing documents. **What do you dislike about BindHQ?** BindHQ cannot override the endorsement # and get out of Tag. **What problems is BindHQ solving and how is that benefiting you?** The system does not use codes for carriers and agents. So, it reduces errors. ### 11. Sleek layout with great reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Nikki T. | Head of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2021 **What do you like best about BindHQ?** I love the fast and specialized reports to review production. It saves us money, we’ve seen a decline in our overall overhead costs - we’re becoming more effective, which is good as the industry squeezes margins. I also really like the dashboard with visual representation of producer metrics. We’re a really data driven MGA, and BindHQ makes it increasingly easy to get the right data to us in a format that makes perfect sense - and to make quick decisions off the back of it. **What do you dislike about BindHQ?** I can’t wait until they connect BindHQ up with a really powerful BI tool so that I can really slice and dice my data - I’ve been promised that it’s on the product roadmap. **What problems is BindHQ solving and how is that benefiting you?** This cloud-hosted solution empowers access from anywhere in the world, and it comes with state-of-the-art cybersecurity controls to protect agency-client data. Compliance is really important for me, since I’ve seen systems previously in my career where it wasn’t taken seriously and there was no tech enablement for this. ### 12. Great product, future platform network for insurance product distribution **Rating:** 5.0/5.0 stars **Reviewed by:** Tom V. | Underwriter, Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2021 **What do you like best about BindHQ?** Cloud based and agile, able to adapt to evolving insuretech environment **What do you dislike about BindHQ?** limited resources hold back key innovative product features that take time to develop **What problems is BindHQ solving and how is that benefiting you?** Able to do my day to day tasks a bit quicker but the opportunity lies in automating certain tasks **Official Response from Guy Livingstone:** > Tom, thanks for your review! The team is laser-focused on building out our core platform functionality for MGAs, wholesalers and MGUs, while also partnering with other best in breed insurtechs using our API to provide seamless transacting - super excited for you to see some of the product innovations coming in the next 12 months to help you quote faster and bind more business. ### 13. BHQ Review **Rating:** 5.0/5.0 stars **Reviewed by:** Matt H. | Producer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2021 **What do you like best about BindHQ?** BindHQ is the platform our MGA uses for account filing and so much more than that. It is the most important software we use in our day to day activities. Our MGA uses it across the entire company as it is the place where every employee in the MGA can access all relevant information. BindHQ allows us to work as a distributed team by giving us one platform for account underwriting and servicing. **What do you dislike about BindHQ?** A few places where the product could benefit from some improvements would be in the search function and the email subject line functionality. For example, the search function is quite sensitive and not responsive to typos. Some additional flexibility would really help in terms of locating insureds and accounts in the system. Also, users are not able to change the subject line of an email after 15 minutes. It's great to be able to correct some information in the emails, but the time limit seems a little arbitrary to me. All around, I am really happy with BindHQ and recommend the product because of its speed, feature delivery, and convenience! **What problems is BindHQ solving and how is that benefiting you?** Some great features of BindHQ include the option to copy the BindHQ email to document our correspondence with retail brokers, insurance carriers, and other third parties. It is so important for our MGA to keep important documentation about our correspondence, and BindHQ allows us to operate efficiently and diligently. The software is also easy to navigate. I really like the aesthetic of the user interface, coupled with the spacing of the pages. It's really easy to search and find accounts from the top of the screen in BindHQ ### 14. BindHQ - The Software For You & Your Team! (Accounting Perspective) **Rating:** 5.0/5.0 stars **Reviewed by:** Michael H. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2020 **What do you like best about BindHQ?** 1) UX - BindHQ "BHQ" offers a modern 21st century take on an insurance operating system with users quickly and intuitively picking up the key functions of BHQ. The user friendly layout & particularly the search feature are extremely helpful. I particularly love the robust search function. I use it daily to track down accounting information such as check #’s, vendors, & memos. 2) Bank Reconciliation – The bank reconciliation module has saved me tremendous time (no excel recs), plus it is super simple. Just select the bank account, the date, and final balance then it is point & click for the reconciled items. I love pulling a .csv file to review those large cumbersome deposits that have over 100+ entries to them. 3) Bill Payment – It is quick and easy to handle bill payments to vendors from selecting the vendor to choosing your expense GL and finally payment options. It is simple & clean. 4) Don't forget the mobile, cloud based computing that allows flexibility in work environment for every team member. **What do you dislike about BindHQ?** 1) Bill Credits – Currently in BHQ, a bill credit is separate from creating a regular bill, but I think an option to directly create a bill credit from the bill expense (click an option menu and click “create bill credit”) would save time & reduce errors. 2) Bank Reconciliation – Currently in BHQ, a voided receipt/payment in the bank reconciliation module is not highlighted as voided. So, when an item is in doubt, one would have to directly look at each item to confirm if voided or not. If BHQ could highlight or mark a voided receipt/payment in the bank reconciliation module that would allow me to quickly zero out the voided item and its respective void. 3) Accounting & Finance Reports – Currently BHQ offers a variety of financial reports, but I would love to see reports further enhanced, particularly the 1099 report. I think it would be helpful for the 1099 report to pull a notes section to act as reminder for special cases such as agents wanting 1099’s mailed to a different address on file. **What problems is BindHQ solving and how is that benefiting you?** It is helping solve access with cloud-based computing. It allows more features to be handled in one application versus using 4+. It has helped the company hire folks from all over America that are not constrained by their geographic location ~ It allows hiring folks on merit not location! ### 15. My experience with BindHQ has been very good, rather exceptional. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2021 **What do you like best about BindHQ?** I work on a lot of premium financing arrangements for producers at our MGA and the BindHQ premium financing integrations with preferred vendors are a dream! BindHQ makes my job easier because I only need one screen to get most of my work done and can be more efficient. **What do you dislike about BindHQ?** Sometimes I wonder if the system does too much - might it be better if it focused on just one part of the platform. I am in accounting, however, so it may just be my perspective of the system. **What problems is BindHQ solving and how is that benefiting you?** As a leader in premium finance, the problems that this industry faces is how much time is wasted on getting a premium finance agreement. Especially if you have your own in-house finance company. One of the benefits that BindHQ has is the ability to generate a finance agreement based on the quote by the production team. Real time-saver here! With every quote producers write it generates a PFA, and this PFA is linked to my outside finance company system. Pretty cool! ### 16. Nick's Review **Rating:** 4.0/5.0 stars **Reviewed by:** Nicholas S. | Solutions Samurai, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2021 **What do you like best about BindHQ?** Fast file set up and the ability to quickly bind and invoice **What do you dislike about BindHQ?** The accounting function needs work. Agency should get monthly statements rather than single invoices on every file. At this point, it is a must for this business. Also, the risk data inputs is not necessary as it does not do anything for us. I get that we are building toward issuance and other functions, but without the end product, it just makes more work. **What problems is BindHQ solving and how is that benefiting you?** Keeping files in order Being able to access from anywhere ### 17. It was very different from our old system so the learning curve was steep, but I would not go back. **Rating:** 4.0/5.0 stars **Reviewed by:** David T. | President New England Region, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2021 **What do you like best about BindHQ?** Ease of moving around from data entry to document storage as it's all in the same application. **What do you dislike about BindHQ?** There is limited ability to create your own documents. **What problems is BindHQ solving and how is that benefiting you?** As mentioned above, the ability to work in one application and not move from one to another makes processing much quicker. ## BindHQ Discussions - [What is BindHQ used for?](https://www.g2.com/discussions/what-is-bindhq-used-for) - [View BindHQ pricing details and edition comparison](https://www.g2.com/products/bindhq/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+13%3A00%3A15+-0500&secure%5Bsession_id%5D=6a353690-3086-44b2-965c-6a9ed892bd38&secure%5Btoken%5D=ff21e7b5dbe76baeb475a790961820a156e9e9eecac624160334b506ea177d58&format=llm_user) ## BindHQ Features **Platform Administration** - Payment Processing - Task Management - Email Integration - Sales Tools - Commissions - Accounting - Contact Management **Administration** - Accounting - Contact Management - Commissions - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Platform Basics** - Reporting **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures **Platform Documentation** - Electronic Signature - Invoicing & Receipts - Policy Management - Claims Management ## Top BindHQ Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (898 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (683 reviews)