Was ist BindHQ?

Webbasiertes Agenturmanagementsystem für MGAs, Programmmanager und Versicherungsvermittler, die sich auf Sach- und Unfallversicherungen fokussieren. Intuitive, skalierbare und sichere Software, mit der du deine Agentur organisieren kannst.

Kunden nutzen BindHQ, um das Provisionsmanagement zwischen mehreren Parteien, Verkäufen, Richtlinienverwaltung und Berichterstattung zu lösen.

BindHQ kann erweitert werden, um Buchhaltungs- und Self-Service-Portale für interne Nutzer und externe Kunden zu verwalten.

Wer verwendet BindHQ?

MGAs (Managing General Agencies) und Programmmanager, die sich auf Sach- und Unfall-, Privat- und Berufsversicherungen fokussieren.

Wo kann BindHQ bereitgestellt werden?

Cloud, SaaS, webbasiert

Über den Anbieter

  • Owsy
  • Ansässig in Los Angeles, USA
  • 2018 gegründet
  • Chat

Erhältlich in diesen Ländern

Kanada, Vereinigte Staaten, Vereinigtes Königreich

Sprachen

Englisch

Über den Anbieter

  • Owsy
  • Ansässig in Los Angeles, USA
  • 2018 gegründet
  • Chat

Erhältlich in diesen Ländern

Kanada, Vereinigte Staaten, Vereinigtes Königreich

Sprachen

Englisch

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Kosten ähnlicher Produkte wie BindHQ vergleichen

BindHQ

300,00 $/Monat
Kostenlose Version
Gratis Testen
35,00 $/Monat
Kostenlose Version
Gratis Testen
(0)
N/A
Kostenlose Version
Gratis Testen
49,00 $/Monat
Kostenlose Version
Gratis Testen

BindHQ Funktionen

  • Provisionsmanagement
  • Verwaltung von Versicherungspolicen

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Bewertungen über BindHQ

Durchschnittliche Bewertung

Gesamt
4,3
Benutzerfreundlichkeit
4,5
Kundenservice
4,7
Funktionen
4,2
Preis-Leistungs-Verhältnis
4,4

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
50%
4
42%
2
8%
Michael
Michael
Accounting Coordinator in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

BindHQ - Accounting Perspective - Every Accountant's Dream

5,0 vor 2 Jahren

Kommentare: 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!

Vorteile:

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!

Nachteile:

Additional training/tutorial options would be handy, particularly if easily accessible.

Nikki
Head of Operations in USA
Versicherung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

User Friendly Layout and Functions

4,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Owsy

vor 2 Jahren

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
Producer Assistant in USA
Versicherung, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Potentially Great, But...

2,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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).

Nachteile:

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.

Antwort von Owsy

vor 2 Jahren

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
Accounting Rep in USA
Versicherung, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Overall Satisfaction

5,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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
Master of Solutions in USA
Versicherung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The Next Evolution of Insurance Software

4,0 vor 2 Jahren

Kommentare: 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.

Vorteile:

Very intuitive, integrates well with Google Based Platforms. Plenty of features and options to customize. Usable anywhere (mobile, laptop, tablet etc).

Nachteile:

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.