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.
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.
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