Avis clients sur BindHQ
BindHQ
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12 avis
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
BindHQ - Accounting Perspective - Every Accountant's Dream
Publié le 16/03/2020
Overall, as BindHQ matures, more and more features for the accounting side are being implemented...
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.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 8.0 /10
User Friendly Layout and Functions
Publié le 14/08/2020
Training new employees on how to utilize BindHQ is so easy that it allows time for our company to...
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 Owsy
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!
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 5.0 /10
Potentially Great, But...
Publié le 13/08/2020
It does so much for the user, which is also vital when learning complex processing. My particular...
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 Owsy
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.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Overall Satisfaction
Publié le 17/08/2020
I really enjoy using BHQ and it is very user friendly. The customer service team is always ready to...
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.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant plus de deux ans
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 9.0 /10
The Next Evolution of Insurance Software
Publié le 13/08/2020
overall it has been a very positive experience. It has evolved over the years to our growing needs....
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.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Probabilité de recommander le produit 7.0 /10
Powerful in its simplicity
Publié le 18/08/2020
Overall, it's a powerful tool that allows us to be efficient and have room to expand as we grow as...
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!
Avantages
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.
Inconvénients
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.
Réponse de Owsy
Shiloh, thanks for drawing our attention to the search feature. The BindHQ product team is looking into how we can improve this for all our users - we're hoping that you will see a material improvement in the next release cycle.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Great System
Publié le 13/08/2020
Avantages
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.
Inconvénients
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.
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Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
By far the best agency management/document management system out there.
Publié le 10/02/2016
There are too many pros to list, but the big ones are:
Functionality - everything is easy. Many...
There are too many pros to list, but the big ones are:
Functionality - everything is easy. Many things that take multiple steps in other systems or require unnecessary data entry are handled with the click of a button. It just makes sense.
Information - everything is within reach. Whether you need statistics on hit ratios with customers or markets or information on where we are placing a certain class of business, it's right there. Also, as an underwriter, I no longer have to go out and look 6 different places to research an account. Most of the information I would be looking for shows up on the first screen after I clear an account.
Customer service - These guys aren't like others who take a 24 hr project and make it last 12 months because nobody knows better. The team is motivated to have the best product out there and it's clear they take pride in what they do. Most requests/needs are addressed immediately.
It works - I've been at large organizations in the past where servers or systems would go down, sometimes for a day or two at a time which totally disrupted business. That has never happened here since I joined, and I'm confident if it were to happen they could have it restored super fast.
Cons - Nothing major at all. When my biggest complaint is I'd like to be able to sort my files a couple other ways, that should say a lot about how this system works. I have always been considered a "power user" of other systems, so I think I'm qualified to say, this is the best system out there. And by a wide margin.
- Secteur d'activité : Assurance
- Taille de l'entreprise : 51–200 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 5.0 /10
BInd HQ
Publié le 13/08/2020
As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.
As a daily user of BindHQ i can confidently say that it's a user friendly, efficient program to use.
Avantages
It's user friendly interface, as well as it's ability to link with email.
Inconvénients
It's inability to populate forms such as Surplus lines disclosures
Réponse de Owsy
Tryston, thanks for your feedback, our team is looking at your concerns and is an area of focus for us in the next product cycle.
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Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
I have been using BINDHQ since it's inception. I am a producer and mostly use the front end.
Publié le 25/01/2016
Pros: Interface is very friendly, very few bugs/glitches, never goes offline except when they are...
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.
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
BindHQ is the best management system out there
Publié le 12/01/2017
Super easy to use. Easy on the eyes. And there are options on how to access information in your...
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.
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Provenance de l'avis
Note globale
- Simplicité d'utilisation
- Support client
Great system - super easy to use!
Publié le 29/01/2016
Ever hear of Jetfile? If so, you may agree that any/all systems are great in comparison. With...
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!