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Description de BindHQ

Un système web de gestion d'agence conçu pour les MGA (Managing General Agent), les gestionnaires de programmes et les intermédiaires en assurance axés sur les assurances générales. Un logiciel intuitif, évolutif et sécurisé qui vous aide à organiser votre agence.

Vous pouvez utiliser BindHQ pour gérer la gestion des commissions entre plusieurs parties, les ventes, les règlements et le reporting.

BindHQ peut être étendu pour gérer les portails de comptabilité et en libre-service pour les utilisateurs internes et clients externes.

Qui utilise BindHQ ?

Gérez les compagnies d'assurance et les gestionnaires de programme axés sur l'assurance générale, les lignes personnelles et les lignes professionnelles.

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4,7 (272)
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Les jauges horizontales vertes représentent le logiciel le plus apprécié selon la note globale qui lui a été attribuée ainsi que le nombre d'avis.

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Avis sur BindHQ

Note moyenne

Note globale
4,3
Facilité d'utilisation
4,5
Service client
4,7
Fonctionnalités
4,2
Rapport qualité-prix
4,4

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
50%
4
42%
2
8%
Michael
Michael
Accounting Coordinator (É.-U.)
Utilisateur LinkedIn vérifié
Assurance, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

BindHQ - Accounting Perspective - Every Accountant's Dream

5,0 il y a 4 ans

Commentaires : 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!

Avantages :

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!

Inconvénients :

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

Nikki
Head of Operations (É.-U.)
Assurance, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

User Friendly Layout and Functions

4,0 il y a 4 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Réponse de l'équipe de Owsy

il y a 4 ans

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 (É.-U.)
Assurance, 51–200 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Potentially Great, But...

2,0 il y a 4 ans

Commentaires : 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.

Avantages :

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).

Inconvénients :

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.

Réponse de l'équipe de Owsy

il y a 4 ans

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 (É.-U.)
Assurance, 201–500 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Overall Satisfaction

5,0 il y a 4 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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 (É.-U.)
Assurance, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

The Next Evolution of Insurance Software

4,0 il y a 4 ans

Commentaires : 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.

Avantages :

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

Inconvénients :

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.