Adding a Marketing Company

How Administrators can add Marketing Company details to BindHQ

Applies to:

  • Administrators

     

Last Updated: September 2020

 

This Article describes the following steps:


Add a Marketing Company How to Start the application
Fill in the Marketing Company details How to fill in the details

 

Watch our training video or read through this article to learn how to add marketing companies in BindHQ.

 


Video Walkthrough

 

 


Add a Marketing Company

There are two ways to add a Marketing company in BindHQ:

From Add new marketing company
  1. Navigate to the Administration tab and ensure the General Settings tab is selected.
  2. On the left, select the Markets & Carriers subsection, then click Add new marketing company.

  3. The New Marketing Company page opens.

 

From Browse, view & edit marketing companies

  1. Navigate to the Administration tab and ensure the General Settings tab is selected.
  2. On the left, select Markets & Carriers, then click Browse, view & edit marketing companies.
  3. The Marketing Companies page opens.
  4. In the top right corner of the page, click New Marketing Company.

The New Marketing Company page opens.

 


Fill in the Marketing Company details

1. After clicking to add a new Marketing company, fill in the company’s details:

  • Accounting Address - Fill in the address.
  • Location Address - Fill in the physical address or check the Use accounting address checkbox.
  • Contact - Enter the company’s phone number, fax number, and website URL.
  • Mailing Address - Fill in the mailing address or check the Use accounting address checkbox.
  • Administration - Check the Accounts current? checkbox if applicable or use the Parent drop-down to select a parent company. To bill to the parent company, check the Bill to parent checkbox.
  • Payment Terms - Fill in the marketing company’s terms and collection deadline.
  • Bank Details - Users with the Edit bank accounts permission can select the marketing company’s bank and enter their bank account number, if available.
  • Carriers - Add any carriers associated with the marketing company to ensure users do not select an incorrect carrier.

2. After adding all Marketing company details, scroll to the bottom of the page and click Save Marketing Company Details.

Navigate a Marketing Company

There are two ways to open a Marketing company’s BindHQ profile page:

From the Search bar

  • Use the search bar to search for an existing Marketing company and navigate to their BindHQ profile page.

Note: When using the Marketing Companies entity to search, you must enter an exact name, address, or phone number. For example, searching Century returns no results, while searching Century Surety displays the marketing company’s details.

From the Administration Tab

1. Navigate to the Administration tab and ensure the General Settings tab is selected.

2. On the left, select the Markets & Carriers subsection, then click Browse, view & edit marketing companies.

A list of all the marketing companies configured in BindHQ displays.

3. From the list, click a company name to open the company’s profile page.

After navigating to a marketing company’s page, use the tabs to view or update the company’s information.

Details Tab

The Details tab shows the marketing company’s basic details in an editable format, including addresses, contact information, parent companies, payment terms, and basic details. You can also set a marketing company to inactive or associate a carrier with the company to prevent users from selecting the wrong carrier. To associate a carrier, click Add Carrier, then use the drop-down list to select a carrier. Repeat for any additional carriers, then click Save Marketing Company Details.

Documents Tab

The Documents tab lets you upload statements or any other documents associated with the marketing company that are not related to a specific policy. This tab is split into three panes: the left pane separates the documents by type (for example, Application); the middle pane lets you view and upload documents; and the right pane lets you filter documents by name or tags.

History Tab

The History tab automatically captures activity related to the marketing company, like any time the company’s details are updated. On the right, you can use the Filter History By section to filter the history by activity type (Note, File, Email, or All), employee, date range, and deleted.

To manually add a new history activity, click Add Item at the top of the tab and fill in the Create history pop-up fields.

Contacts Tab

The Contacts tab stores any contacts at the marketing company, which helps facilitate automatic workflows like emailing files and submissions. To add a new contact, click +Add and fill in the contact details, then click Save Contacts.

To email an existing contact from this page, click Email to the right of the contact details, then complete the email and click Send Message.

To delete a contact, click Delete to the right of the contact details. An Are you sure? Pop-up displays; click OK.

Accounting Tab

The Accounting tab displays all transactions related to the marketing company. Use the fields at the top of the page to filter the transactions by dates (including transaction or effective date), policy, or insured. On the right, click an option to filter by Open or Closed transactions, Receivable or Payable transactions, or Agency Bill or Direct Bill. Click the More drop-down in the top right corner to View Receipts, View Payments, or View Deposits for the marketing company.

Each transaction is on its own line item and displays the policy number, billing type, insured, reference number, transaction and due dates, description, and amounts (total, paid, and due).

Click a policy number hyperlink to navigate to a specific policy. Check the Action/Status checkbox on one or more transactions to make a payment or offset items. Click the ellipsis icon to the far right of a transaction to View Bill or View Line Items.

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